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Join date: Mar 27, 2019

About

Consultant & CEO | Salesforce Partner | 6X Salesforce Certified | Customer Journey Advocate | Insurance Expert | USMC

Posts (38)

Jan 15, 20263 min
Why Your Q1 2026 Planning Should Include a Salesforce Org Health Check
As organizations head into Q1 2026 planning, Salesforce is once again at the center of strategic conversations. AI-driven insights, intelligent automation, copilots, and advanced analytics promise real productivity gains — but many teams are about to discover a hard truth: Salesforce orgs built 5–10 years ago often can’t support modern AI capabilities without major remediation. What looks like an AI enablement project on the roadmap frequently turns into a costly Salesforce cleanup effort...

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Nov 26, 20253 min
When to Use Salesforce Flow vs Apex Code: A Consultant’s Decision Matrix
For Salesforce consultants, architects, and developers, one of the most important decisions in any project is choosing the right automation tool. With Salesforce Flow becoming the platform’s preferred declarative automation engine and Apex remaining the backbone of custom development, knowing when to use Salesforce Flow vs Apex  is critical. This guide provides a clear, consultant-ready decision matrix  to help Salesforce and CRM consulting teams pick the right tool for each business...

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Oct 29, 20255 min
Top 5 Salesforce Innovations SMBs Should Watch
In a fast-moving digital landscape, small and mid-sized businesses (SMBs) must adopt tools that deliver impact — not just hype. Fortunately, Salesforce is rolling out innovations that are purpose-built for SMBs, enabling them to move faster, automate smarter, and scale with confidence. Here’s a breakdown of five key innovations we believe SMBs should keep on their radar — with practical tips from our consulting branch of 360 Intelligent Solutions and links to relevant services on our site...

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