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Salesforce Simplified

Author: XenTegra

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Dive into the expansive world of Salesforce with Derek Cassese, a seasoned expert with years of experience both within Salesforce and at XenTegra. In each episode, Derek unveils actionable insights, shares insider secrets, and imparts best practices rooted in his deep industry knowledge. Whether you're just starting out or are a seasoned Salesforce pro, tune in to demystify the platform and discover ways to make it more user-friendly for all. Join us on our journey to simplify Salesforce for everyone.

10 Episodes
According to a report by Grand View Research, the global enterprise software market was valued at $389 billion in 2020 and is expected to reach $1.14 trillion by 2028 during the forecast period.It was found that the growth is driven by the increasing adoption of industry-specific software solutions. Pandemic has pointed to the need for digital transformation, which is accelerating in the healthcare, media, and retail industries. But this list isn't limited to these industries, and the change ...
If you’re a Salesforce architect your customers have probably started to ask you about generative AI. To maintain their trust, you’ll need to understand what the Einstein 1 Platform is, the unique advantages it provides, and how it’s different from other Salesforce products. This blog discusses five key concepts that architects need to know about Einstein now.Host: Andy WhitesideCo-host: Derek Cassese
The new industry solution released by Salesforce. On the heels of this blog, we were faced with many curious customers debating about whether it’s time for them to switch from NPSP (Nonprofit Success Pack) to Nonprofit Cloud and the answer is… it depends. In this article, we’ll expand on that exact subject.Host: Andy WhitesideCo-host: Derek Cassese Guest Host: Josiah Nisbett
So what is a Trailblazer?Be a TrailblazerWho are Trailblazers?What’s the story behind the Trailblazer hoodie?Salesforce’s technology helps companies of all sizes deliver customer and employee success from anywhere. The customers, partners, and technology professionals that make up the Salesforce ecosystem are seeing endless growth and opportunity. According to a recent IDC report, the Salesforce ecosystem will create 9.3 million new jobs and 1.6 trillion in new business revenues worldwid...
Customers of all sizes are struggling with levels of technical debt that are killing agility. This is (at least in part) due to the low levels of implementation maturity compared with the general IT industry. The good news is that these are “solved problems” in other ecosystems where the implementation maturity is much higher.All research and experience points to the importance of implementing a Center of Excellence.Host: Andy WhitesideCo-host: Derek Cassese
Modern business generates vast quantities of data that can help sales leaders improve pipelines and increase the sales team’s performance. But if we’re completely honest, we’re all too busy, and too under pressure to sift through, digest and interpret everything – especially when the data is changing so quickly. You have to keep your eye on the ball. But which one? How should you prioritise what you track? Which metrics are most important, what can they tell you about your business, and...
You could have the most beautifully baked-out processes and tools in your customer relationship management platform (CRM), but if reps aren’t using them, you’ve invested in something with zero return. Building trust is crucial, especially at the beginning, because no rollout of any new tool or process is ever perfect. You’ll hit snags or unanticipated bugs. These early challenges require lots and lots of patience from your team while they get resolved.If your teams aren’t bought in on the big...
Data Cloud is the fastest growing organically built product in Salesforce’s history (i.e. Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the infancy of CRM is now finally solvable.A Salesforce study revealed that the average company has 928 systems – so a big company has thousands, and a small company likely has hundreds. As soon as you have more than one system, identity...
​​Maybe you’ve heard CEO Marc Benioff speak on CNBC or CNN. You may also recognize our cloud logo, friendly characters, or our very tall headquarters in San Francisco. But, because our work in the world is so varied, we often field the question: What does Salesforce actually do? In short: Salesforce offers technology and services to help you build strong, lasting customer relationships. Salesforce is the customer company. We’ll break down what that means below.Host: Andy WhitesideCo-host: Der...
In this quick 7 minute intro episode Derek gives you a little of his background and then explains what this podcast is all about. He also talks about the upcoming 2023 Dreamforce event as well as the format of the podcast and what to expect.
Comments (1)

Denial Brown

Great podcast. thank you. I'm thinking about taking Salesforce training now. Online training often costs less than traditional in-person courses, saving on travel and accommodation expenses. I have already found some best programs using answers on Quora -

May 1st