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General

New Salesforce Revenue Cloud Platform: Product Configuration Concepts

By Chris Valiquet / March 11, 2025 / 0 Comments

Product management has come a long way in Salesforce. First, products and price book entries were used in standard quotes. Discounts could be applied to quote lines, but there was no product configuration capability. Next came CPQ, offering a range of configuration options. If you’re familiar with CPQ, you’re familiar with bundles, features, and options. With other configuration […]

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Why AI is the Next Must-Have for Small Businesses (And Why It’s Not as Scary as It Sounds)

By Cody Lawrence / February 21, 2025 / 0 Comments

Remember 2020? (Yeah, we all try to forget.) Businesses scrambled to go digital overnight, and those that didn’t? Well, they struggled. Fast forward to today, and we’re at another crossroads—this time with AI. The difference? The businesses that get on board now won’t just survive; they’ll thrive. AI isn’t just for tech giants with deep […]

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Working with Agentforce: An Introduction

By Max Miller / February 13, 2025 / 0 Comments

Agentforce is a new, powerful tool from Salesforce that allows you to program an AI-powered agent to assist in Sales and Service.  Agents can be programmed to perform a variety of interactions for Salesforce users or customers/prospects, depending on the agent type.  Regardless of the type, providing clear and concise instructions is key to working […]

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Why Salesforce Service Cloud Outshines Zendesk

By Taylor Wilson / January 28, 2025 / 0 Comments

When it comes to delivering exceptional customer service, choosing the right platform can make all the difference. While Zendesk has long been a favorite in the customer service software space, Salesforce Service Cloud offers a more comprehensive and robust solution for companies looking to elevate their customer support strategy. If you’re currently using Zendesk and […]

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Optimizing Salesforce Chatter

By George Roney / January 7, 2025 / 0 Comments

Understanding Salesforce Chatter Limits Salesforce Chatter has a default limit of 500 records (including users) that you can follow, and if you try to follow more, you get an error telling you to unsubscribe from another record and try again. With the ability to notify followers when a field is updated or a comment is […]

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Salesforce – Is it worth the cost?

By Marc Wolenik / December 17, 2024 / 0 Comments

Organizations often grapple with the trade-off between short-term expenditures and long-term value creation in today’s competitive business landscape. Salesforce, the leading Customer Relationship Management (CRM) platform, exemplifies this concept, where an initial financial commitment lays the foundation for sustained growth, operational efficiency, and enhanced customer experiences. While investing in Salesforce requires upfront costs in software […]

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Revenue Cloud: The Next Generation of CPQ

By Chris Valiquet / November 19, 2024 / 0 Comments

Revenue Cloud is Salesforce CPQ reimagined. It takes CPQ to the next level with expanded functionality and is built as a comprehensive suite on the native Einstein 1 platform. It allows for complete revenue lifecycle management, from defining and configuring products to pricing models, quoting, contracting, fulfillment, and billing. It is designed with scalability in mind […]

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Outsourcing Salesforce Admin for Small Businesses: Why It Makes Sense

By Cody Lawrence / October 24, 2024 / 0 Comments

Time is a precious commodity for small businesses. With ongoing projects and tight deadlines, it’s easy to feel overwhelmed, especially when using complex systems like Salesforce. Often, a single person—a manager, receptionist, or clerk—becomes the unofficial Salesforce Admin tasked with navigating technical challenges alongside their primary responsibilities. While this can work in the short term, […]

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Pushing Past Salesforce Reporting Limits: An Exercise

By Max Miller / October 8, 2024 / 0 Comments

The ability to create and digest reports is the cornerstone of any CRM, and Salesforce is no different. The fundamental nature of reporting is to provide digestible information based on the data collected in Salesforce. From there, we can review record data, track aggregates across different points in time, and use the report to feed a […]

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Enhancing Customer Experience: The Power of Salesforce for Discreet Manufacturers

By Taylor Wilson / September 24, 2024 / 0 Comments

In the competitive landscape of discreet manufacturing, delivering a seamless customer experience is crucial. Customers today expect not only high-quality products but also fast, accurate service. With leading reps and product engineers approaching retirement age, there is a substantial need to integrate their tribal knowledge into a system that can scale to meet customer demand. […]

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Salesforce Campaigns: The Free ROI Tool

By George Roney / September 10, 2024 / 0 Comments

As Salesforce consultants, we are constantly asked by Salesforce users how they can see where their leads are coming from and what kind of revenue the channels generate. The first question we ask is if they are using Salesforce Campaigns, and the most common answer is, “What are those?” In a nutshell, Campaigns link Leads […]

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Marc Wolenik, StarrData’s New Chief Engagement Officer!

By Darren Starr / August 27, 2024 / 0 Comments

StarrData, a 5-star rated Salesforce partner in San Francisco, California, is excited to introduce Marc Wolenik as our new Chief Engagement Officer!  Marc brings over two decades of CRM work experience to StarrData and has been involved in over 500 implementations ranging from small businesses to deployment of business-critical systems across the Federal Government. As […]

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How to Maximize the Value of Salesforce CPQ

By Darren Starr / May 10, 2024 / 0 Comments

Timely, accurate and professional quoting practices are a critical tool for driving and closing sales in almost any enterprise, yet few salespeople fully utilize all the capabilities that “configure, price and quote” (CPQ) software includes. For Salesforce users, this is often attributable to the complexity and adaptability of this powerful and flexible tool. The expansive […]

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StarrData Team as a Service: Salesforce Managed Services

Introducing StarrData Team as a Service

By Darren Starr / April 9, 2024 / 0 Comments

Maximize Your Salesforce ROI & Say Goodbye to Staffing Salesforce Roles Inhouse Recruiting and retaining inhouse Salesforce talent is a big challenge for small and mid-sized companies but outsourcing Salesforce strategy and support can be even worse when dealing with consultants that don’t understand your business and are unwilling or unable to provide proactive, holistic, […]

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Top 4 Reasons to Hire a Salesforce Professional Services Firm

By Darren Starr / October 4, 2023 / 0 Comments

You might make a costly mistake relying on internal staff or freelancers instead of a professional Salesforce administration firm. Although putting an employee in charge of your Salesforce may feel like a natural decision, it can be risky. Employees already have full workloads, and Salesforce is a huge project. You don’t want Salesforce to become […]

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Bay Area Breweries To Visit During Dreamforce

By Darren Starr / August 30, 2023 / 0 Comments

If you’re attending Dreamforce 2023 and looking for a great location to grab some food and drink, don’t worry, we at StarrData have you covered. As Bay Area natives, here are the best Bay Area Breweries that are more than worth visiting during your stay in the Bay. We’re sure there are other brilliant venues […]

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Adrienne Dale Is StarrData’s New COO!

By Darren Starr / August 23, 2023 / 0 Comments

StarrData is excited to announce that Adrienne Dale has joined us as our Chief Operating Officer! Adrienne brings an extensive operations background in software and tech-related services businesses. Adrienne has worked with companies at all stages of growth: from early-stage startups to those achieving 75-year milestones. She has worked in both for-profit and non-profit sectors, […]

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Salesforce Chrome Extension: Elevate Your Productivity!

By Darren Starr / August 9, 2023 / 0 Comments

With the Salesforce Summer ’23 update, they introduced four additional features to the Salesforce Chrome extension. These new additions empower you to maximize your productivity without leaving your browser. Here’s what’s in store! To-Do List: Stay Organized and Efficient The To-Do List feature allows you to view, filter, sort, search, and complete your pending Tasks […]

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Why Transition to Salesforce Lightning?

By Darren Starr / June 14, 2023 / 0 Comments

Salesforce Lightning has been out for years, but some hesitate to adopt it. That’s completely normal, and it makes sense that the transition from Classic is daunting for those accustomed to it. However, as time passes the Salesforce Lightning Transition becomes more critical for every Salesforce instance because Classic doesn’t receive new functionality updates. Furthermore, […]

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Salesforce Lightning Transition

Salesforce Related Lists

By Darren Starr / May 3, 2023 / 0 Comments

Having easy access to relevant data is one of the main pillars of Salesforce’s functionality as a platform. It gives you the tools you need to see the full picture at all times plus the customization options to make this possible with a simple click, not code solutions. One of the main ways Salesforce keeps […]

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Rules of Salesforce Part 2

The Rules of Salesforce: Part 2

By Darren Starr / April 19, 2023 / 0 Comments

Salesforce has many rules in place out of the box that help users achieve their goals on the platform. In our Rules of Salesforce: Part 1 post, Sharing Rules, Escalation Rules, and Assignment Rules were highlighted as ways to obtain, view, and move data through a standard workflow with plenty of room for customization. This […]

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Rules of Salesforce

The Rules of Salesforce: Part 1

By Darren Starr / April 5, 2023 / 0 Comments

There are many rules that Salesforce has in place out of the box to help with data capture and the platform function at a baseline. Certain required fields and object relationships are standard and can’t be undone, but there are many other rules that can be created and specifically catered to each individual Salesforce instance. […]

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Avoiding common Salesforce administration mistakes

By Darren Starr / July 16, 2020 / 0 Comments

Salesforce is a powerful tool.  Configured correctly, it has the potential to help a company increase sales, close deals faster, and operate more efficiently. Administering and customizing Salesforce can sometimes be a challenge.  Common mistakes can increase costs, slow down work, and create user dissatisfaction. A new Salesforce Administrator will learn the pitfalls and become […]

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Why You Should Use Salesforce Lightning

By Darren Starr / December 17, 2019 / Comments Off on Why You Should Use Salesforce Lightning

WHAT IS SALESFORCE LIGHTNING Lightning, also known as the “Lightning Experience” is a user friendly, streamlined interface of Salesforce allowing for less clicks and better navigation across Salesforce.  Salesforce will be systematically rolling out Lightning in early January of 2020 to all users.  WHY YOU SHOULD WANT TO CHANGE       Reason #1: Automation While there […]

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