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Curiosity in Action
Curiosity. Clarity. Confidence.
Explore insights, strategies, and stories that help you scale your business with clarity and confidence. From innovative Salesforce solutions to leadership tips, discover how to maximize potential with every read.
Account Teams vs. Territory Management
Many organizations need to manage complex Sales and Account Management assignments in Salesforce, but fail to choose the right solution for their situation.
This guide outlines the main options to consider and how to think about which makes the most sense for you.
Blog
January 17, 2025
Managing Customer Health in Salesforce
January 17, 2025
Customer Health is a very popular part of any organization these days but a lot of companies struggle with how to get started, how to get buy-in, where to build it and how to maintain and evolve it.
This article outlines buy-build considerations, common mistakes, and how we’ve have success modeling this in Salesforce.
January 17, 2025
November 27, 2024
Integration Strategy: Enterprise Service Bus vs. Point-To-Point
November 27, 2024
No software is ever going to meet all the needs of your business - you’ll need multiple tools. Integrating these disparate but still interrelated systems makes accessing data easier; it helps to streamline your processes and makes teams more efficient.
November 27, 2024
November 20, 2024
Streamlining Taxes with Avalara AvaTax
November 20, 2024
Paired with our "Optimizing U.S. Taxation Across Salesforce and NetSuite" webinar, Loveleen Kaur and Ean Lawrence have collaborated on an article that highlights our partnership with Avalara. Inside the blog, you'll find a practical pre-work checklist and real customer success stories to guide you in preparing for your next tax integration.
Watch the webinar recording using this link: https://lnkd.in/eDDAd6NS, and check out the blog below!
November 20, 2024
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Featured
November 6, 2025
Billing Schedule Transparency in Revenue Cloud
November 6, 2025
Quoting complex deals often raises a critical question: “When will the customer actually have to pay?”
In Salesforce’s legacy CPQ, answering this wasn’t straightforward – payment schedules only materialized after an order was created, not during quoting. This gap made it hard to set clear expectations with customers upfront. Salesforce Revenue Cloud (RLM, RCA, RCB, ARM, <placeholder for the next branded acronym>) takes a step forward by allowing you to generate real billing schedules at the quote stage and display them on the quote or order form itself. Here, we’ll explore how how to implement quote-level billing schedules to improve the quoting experience for your customer, and improve alignment between sales and finance.
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November 6, 2025
July 17, 2025
Product Catalog Setup in Revenue Cloud Advanced
July 17, 2025
RCA is a significant leap forward from the traditional CPQ platform in its ability to handle the complexity of modern pricing and packaging. In this guide, we break down its individual building blocks and advise how to combine them for success.
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July 17, 2025
May 15, 2025
What Belongs in Your Salesforce Tech Stack? A Lifecycle View
May 15, 2025
Salesforce is powerful as a standalone solution, but extending the platform through AppExchange solutions and integrations significantly extend its capabilities. Choosing the right tools can be transformative. They streamline operations, empower revenue teams, and improve Salesforce usability. The wrong tools create unnecessary complexity and cost.
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May 15, 2025
May 7, 2025
10 Things You Can Do (for Free) to Make Salesforce Look Better
May 7, 2025
For over almost 25 years, Salesforce has provided a powerful CRM foundation, but let’s be honest—staring at the same old gray database structure gets dull. Fortunately, recent Salesforce releases include productized functionality that, when enabled, can completely transform the user experience.
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May 7, 2025
April 18, 2025
Cloud Giants’ Recommended Flow Framework
April 18, 2025
Salesforce automation has come a long way—and so have the best practices around managing it. While the “one Flow per object” model served its purpose, today’s tools and capabilities open the door to a more flexible and scalable approach.
At Cloud Giants, we're embracing a modular Flow framework—and recommending you do the same.
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April 18, 2025
March 28, 2025
Designing Knowledge for an Agentforce Agent
March 28, 2025
If your AI Agent needs to be quality information and knowledge, what exactly does that mean and what are best practices I should adopt to empower my AI strategy?
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March 28, 2025
March 27, 2025
Structuring Data to Capture Whitespace
March 27, 2025
Unpacking the need for structuring data in CRM and CPQ/RCA so organizations can elevate sales planning and capture whitespace
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March 27, 2025
March 18, 2025
Account Planning 101: A Simple Guide to Success
March 18, 2025
Whether you’ve just landed a new sales job, inherited a new account, or are looking to grow your existing client relationships, account planning is key to long-term success. A well-structured plan helps you understand your clients, identify opportunities, and align your efforts to drive revenue and build strong partnerships.
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March 18, 2025
March 14, 2025
Recent Salesforce Products & Acronyms Decoded
March 14, 2025
Salesforce has created a vast ecosystem, and as typically happens, names change and Three-Letter Acronyms (TLAs) seem to pop up every other day. This can be difficult to keep track of, but it’s important to do so - especially when you’re making decisions around which products are the right solution for your business.
Feeling like you can’t keep up? Don’t worry, we’ve gathered the most frequently talked about salesforce acronyms and products so you don’t have to! Here’s a curated list of common Salesforce acronyms, products, to help you navigate the Salesforce ecosystem with confidence, we’ve also included a few insights on navigating contracts.
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March 14, 2025
February 28, 2025
Salesforce Case Migration: Bring the Essentials, Leave the Clutter
February 28, 2025
Migrating to Salesforce Service Cloud? Don’t bring the junk drawer! Learn how to move only what you need, keep key historical cases, and avoid cluttering your new system. Read our guide to smart case migration strategies.
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February 28, 2025
February 25, 2025
Mastering Amendments in Salesforce CPQ
February 25, 2025
A key strategy for business growth is to expand your footprint with your existing customers. This article outlines best practices for using Salesforce CPQ Amendments to do just that.
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February 25, 2025
February 21, 2025
Data Cloud: What? So What? Now What?
February 21, 2025
Data Cloud! You've probably heard of it if you have recently spent time in or around the Salesforce ecosystem. What is it, why should you care, and how do you get started? So glad you asked, you’ve come to the right place! Check out the blog below to learn more.
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February 21, 2025
February 19, 2025
From Merger to Migration: How to Succeed with Salesforce in M&A
February 19, 2025
Mergers and acquisitions (M&A) are inherently complex, bringing together different corporate cultures, business processes, and tech stacks. One of the most challenging aspects of any M&A is the integration of Salesforce instances.
For tips on doing this successfully, check out the flow blog below.
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February 19, 2025
February 14, 2025
Mastering Partner Deal Registration in Experience Cloud: A Guide for Admins
February 14, 2025
Partner Deal Registration is a powerful tool for fostering stronger partnerships, increasing pipeline visibility, and minimizing channel conflict. In this blog, we explore why deal registration is essential for partner-driven sales and how to implement it effectively within Salesforce Experience Cloud. From customizing record layouts to setting up security and file-sharing best practices, this guide walks you through the key steps to streamline your partner sales process. Whether you're looking to improve collaboration or reduce friction in your channel strategy, these insights will help you build a scalable and efficient partner ecosystem.
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February 14, 2025
February 5, 2025
Tracking ARR with Revenue Cloud Advanced
February 5, 2025
Revenue Cloud works very differently than CPQ, so what should customers be expecting in the new RCA world when it comes to calculating ARR and MRR?
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February 5, 2025
January 29, 2025
The "Parts List" Problem: Why Companies Keep Buying the Wrong Software
January 29, 2025
Too often, companies buy enterprise software in isolation, reacting to deals and pressure rather than following a strategic roadmap. The result? A bloated tech stack, redundant tools, and wasted spend.
Before you buy new software, ask:
✅ Are we solving a real business problem—or just adding complexity?
✅ Could we achieve this with existing tools and better configuration?
✅ Have we evaluated the total cost of ownership beyond the discount?
It’s easier than ever to buy software—but harder than ever to scale it down. Before saying yes, make sure the best answer isn’t not yet.
Read more →
January 29, 2025
January 17, 2025
Managing Customer Health in Salesforce
January 17, 2025
Customer Health is a very popular part of any organization these days but a lot of companies struggle with how to get started, how to get buy-in, where to build it and how to maintain and evolve it.
This article outlines buy-build considerations, common mistakes, and how we’ve have success modeling this in Salesforce.
Read more →
January 17, 2025
January 16, 2025
Data Cloud for Data Migrations
January 16, 2025
Data Cloud is powerful, but that doesn’t mean it’s the right tool for every job. If you’re doing a one-time Salesforce data migration, here’s why Data Cloud might add more headaches than help—and what to use instead.
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January 16, 2025
December 20, 2024
4 Reasons to use Salesforce Service Cloud over Sales Cloud's Standard Case Functionality
December 20, 2024
When businesses look to enhance their customer support operations, they often turn to Salesforce as their go-to platform. Salesforce offers both Service Cloud and Sales Cloud. Although both platforms can help you manage customer interactions, they are designed with different objectives in mind. Sales Cloud is primarily focused on managing the sales pipeline, while Service Cloud is specifically built to optimize customer service and support functions.
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December 20, 2024
December 11, 2024
Salesforce Security Spotlight: Understanding AI's Role in Protecting Your Data
December 11, 2024
If you're following the latest developments in the world of Salesforce, you know that the blend of their CRM and Artificial Intelligence is extremely powerful. With all the potential for saving time, optimizing data management, and supercharging your CRM, security can quickly become a major concern. Amidst the buzz about AI models and new features, you might be wondering about the “Einstein Trust Layer.” What is it, and should you really trust it? Let’s unravel the Einstein Trust Layer and explore its key elements, so you can feel confident in your understanding of how your data is managed and secured.
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December 11, 2024
December 4, 2024
Now That Revenue Cloud is Here... What About CPQ?
December 4, 2024
With the introduction of Revenue Cloud, Salesforce has developed a more comprehensive solution for managing the entire revenue lifecycle, encompassing everything from quoting to contract fulfillment. As businesses explore this new offering, many are wondering how Revenue Cloud stacks up against the well-established Salesforce CPQ.
Read more →
December 4, 2024
November 27, 2024
Integration Strategy: Enterprise Service Bus vs. Point-To-Point
November 27, 2024
No software is ever going to meet all the needs of your business - you’ll need multiple tools. Integrating these disparate but still interrelated systems makes accessing data easier; it helps to streamline your processes and makes teams more efficient.
Read more →
November 27, 2024
November 27, 2024
Serious About Fun: How Our Core Value Transformed AI Learning
November 27, 2024
At Cloud Giants, we hold our Core Values sacred, especially “Have Fun.” It energizes our professional culture and shapes our interactions with clients and colleagues. As technical consultants, staying on top of topics like Artificial Intelligence and Salesforce isn’t just beneficial; it’s essential. With so much to know, especially as this relates to Salesforce, it’s important to find ways to make learning less daunting, and more dynamic. At the company level, we want to get everyone involved and create a way to let our coworkers showcase their creativity. So, how do we transform a steep learning curve into something enjoyable? We turned it into a competitive showdown with a twist!
Read more →
November 27, 2024
November 20, 2024
Streamlining Taxes with Avalara AvaTax
November 20, 2024
Paired with our "Optimizing U.S. Taxation Across Salesforce and NetSuite" webinar, Loveleen Kaur and Ean Lawrence have collaborated on an article that highlights our partnership with Avalara. Inside the blog, you'll find a practical pre-work checklist and real customer success stories to guide you in preparing for your next tax integration.
Watch the webinar recording using this link: https://lnkd.in/eDDAd6NS, and check out the blog below!
Read more →
November 20, 2024
November 13, 2024
So You’re New to Administering Experience Cloud?
November 13, 2024
As your organization expands its Salesforce ecosystem, you may encounter new Clouds that require additional expertise. One area in particular is Experience Cloud, which can feel overwhelming if you're just starting out. To help you get up to speed, our very own Reagan Cloninger has put together a comprehensive guide designed to simplify the learning process.
Read more →
November 13, 2024
November 7, 2024
Accelerate Renewal Revenue with Salesforce CPQ
November 7, 2024
In this expert guide, Cloud Giants shares proven strategies to automate renewals, enhance forecast accuracy, and uplift pricing for B2B subscription businesses. Discover insights from over 100 successful CPQ projects!
Read more →
November 7, 2024
October 10, 2024
Get Ready for the Salesforce Winter ‘25 Release
October 10, 2024
Like you, we are Salesforce users and we love any feature that makes our lives just a bit easier, and our system a bit more usable. Keep reading to learn the top features we are excited about!
Read more →
October 10, 2024
October 2, 2024
Dreamforce 2024: Product News
October 2, 2024
Dreamforce 2024 is over and as always there was a lot of information to absorb. To help you cut through the noise, we’ve compiled some of our favorite product announcements and top learnings.
Read more →
October 2, 2024
September 30, 2024
Webinar: Optimizing U.S. Taxation Across Salesforce and NetSuite
September 30, 2024
Join an exclusive panel discussion on Optimizing U.S. Taxation Across Salesforce and NetSuite with subject matter experts from Cloud Giants, 360 Subscription Billing and Avalara.
Read more →
September 30, 2024
September 20, 2024
Accelerate Customer Onboarding with Salesforce Experience Cloud
September 20, 2024
A common business challenge is ensuring a smooth onboarding experience for new customers. Learn companies are using Experience Cloud to deliver best-in-class onboarding (that is also entirely self-service).
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September 20, 2024
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