CRM Stages vs. Activities: How to Keep Pipeline Data Clean
Separate CRM stages from activities to improve pipeline accuracy, reporting, automation, and follow-up without creating a confusing process.
Salesforce Insights · Author
Articles by David Cockrum (6)
Latest articles · Page 6 of 58
Salesforce Customer Portal Setup: Cases, Sharing, and Login Access
Launching a Salesforce customer portal? Decide who can create cases, what users can see, and who may log in as a portal user before go-live.
Salesforce Change Orders: Separate Opportunities or Quote Versions?
How to record Salesforce change orders: quote versions before signature, linked change-order opportunities after, and renewals that report cleanly.
Migrating Activity History to Salesforce: Dates, Notes, and Tasks
Learn how to migrate activity history to Salesforce with accurate dates, the right choice for legacy notes, and a plan for activity archiving.
Caller Identity Verification in Salesforce: SMS Codes and Fallbacks
Design caller identity verification in Salesforce with one-time SMS codes, fallback questions, customer PINs, and an audit log for every call.
CRM Migration: Handling Legacy Currencies and Multilingual Data
Migrating a CRM with legacy currencies or multilingual records? Learn how to keep deal history accurate, protect characters, and translate wisely.
Deleted Salesforce Records: Find Who Deleted Them and Recover
Deleted Salesforce records? See who deleted them, restore them from the Recycle Bin, recover after purge, and prevent it from happening again.
CRM Data Migration Mapping Document: What It Must Include
A CRM data migration mapping document should cover every source field, its destination, and the logic between. Learn what to include and how to review it.
Salesforce Koa: What the CRM Reasoning Model Means for Your AI Stack
Salesforce Koa is a CRM reasoning model built on NVIDIA Nemotron. Learn what changed, who's affected, and how to prepare before winter 2026 GA.
Salesforce AIforce: What It Is and What Teams Must Do Now
Salesforce AIforce brings CRM data, workflows, and permissions into Claude, Slack, and Lightning. Learn what changed at Dreamforce and what to do next.
CRM Discovery: Why You Need Two Separate Phases
Splitting CRM discovery into a pre-sales and a technical phase keeps proposals accurate and prevents scope surprises after signing.
Sensitive Documents in Your CRM: How to Handle Them Safely
Learn how to store sensitive documents in your CRM using role-based access and confirmation-of-receipt so most of your team never sees them.
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