General

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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, […]