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How To Dedupe Salesforce Records [2024]
Maintaining clean and accurate data is essential for effective Salesforce management, yet many users face challenges with duplicate records. Duplicate records can clutter your system, lead to erroneous data, and hinder your sales and marketing efforts. In this...
Best Referral Software with Stripe Integration: Picking The Right Tools
Referral marketing has become a powerful strategy for businesses looking to grow through customer referrals and incentivized programs. For companies that use Stripe for payment processing, it’s essential to choose a referral software that integrates smoothly with...
Transforming B2B Sales: The Power of Salesforce Commerce Cloud and NetSuite Integration
In today's business world, B2B companies face a new set of challenges. Buyers are more demanding, and operational complexity continues to rise. Traditional sales methods can't keep up, which is why so many companies are turning to digital solutions like Salesforce...
Digital Resilience in SaaS #01: CRM & ERP Integration
Propelled by ongoing global events, business interactions worldwide are ever more remote and digital. So how can digital resilience offer a competitive advantage in today’s business environment?
Harnessing the Power of Data with Salesforce Generative AI
We've talked about how Salesforce generative AI requires data the same way a car needs fuel. We've also touched on the challenge inherent in getting rich data into your Salesforce org. There are lots of exciting reasons to embark on something like this - there's a...
The Promise And Peril Of Implementing The Right AI Use Case
To state the obvious for a moment, the potential for artificial intelligence (AI) to deliver transformational change across industries is immense. Recognizing this, forward-thinking companies are strategically planning how to best use AI to drive innovation and...
Securing the Open Source Ecosystem: Next-Gen Tools and Practices
While open-source software offers many benefits, it also faces unique security challenges due to its collaborative nature. Around 70% of developers have expressed concern over security in the development phase of projects. Many contributors working on the code can...
Video Review of Salesforce’s Einstein Copilot (Beta)
Let's take a look at Salesforce's Einstein Copilot (Beta) just a few days after release! TL;DR: Einstein Copilot is showing amazing promise. It's still very much in Beta, with some rough edges, but also demonstrating amazing potential. It's strong when answering...
How Sales & Finance Can Harness the Power of AI
Why does AI represent the next major step-change in how business operate? And how can Sales and Finance departments utilize AI to get more value from their CRM & ERP, and improve business outcomes?
Integrating Salesforce and NetSuite: 3 Ways to Make it Happen
Integrating NetSuite and Salesforce allows companies to take full advantage of both solutions and increase the efficiency of their Sales and Finance operations. But what’s the best way to integrate the two systems? We’ll look at three options and explore the pros and cons of each.
Creating a QuickBooks Online Sandbox
You might want to test Breadwinner with a QuickBooks Online Sandbox. This article will attempt to help. First, please be warned that creating and accessing a QuickBooks Online Sandbox isn't intuitive. Many people struggle with this. If you experience difficulties and...
How to Create a ACH Payment Method in Stripe Billing
It happens all too frequently. Somehow, in Stripe, or Stripe Billing, you create an Invoice for a customer, but the Inbound ACH Payment Method has not been created! (This often happens if you have “Default Payment Method on File” but there is no payment method) If you...
How to Backdate Stripe Billing Subscriptions
Backdate Stripe Billing IS Possible It's just a bit complicated. If you ask Stripe if you can backdate the Subscriptions in Stripe Billing, they will tell you this isn't possible. But with a few workarounds, you'll be able to. Please try this yourself in your Stripe...
How Do I Refund Duplicate Payments in Stripe Billing?
It's possible to refund a duplicate payment made by a customer in Stripe, but it requires knowing the secret URL! Recently a customer accidentally paid twice, and when we asked Stripe Support how to refund the duplicate payment, they directed us to a URL that isn't...
How Breadwinner for NetSuite Powers Fast, Accurate CPQ in Salesforce
Remember when “higher efficiency” was just another item on your list of Sales team goals? It was something to plan for and work toward – but not necessarily something you had to deliver IMMEDIATELY … or yesterday if possible. For better or for worse, those days are...
Supercharge Stripe Subscription Management in Salesforce
Salesforce Stripe Subscriptions for SaaS – try saying that three times fast without getting tangled up in the words. Can you do it? No worries if you can’t – we’re not actually here to challenge you to a game of tech-themed tongue twisters. We’re here to tell you...
What’s the Best Way to Integrate Salesforce with NetSuite for Your Business?
Are you looking for ways to sync NetSuite with Salesforce? You have come to the right place. If you want to accelerate cash flow, grow revenue, and control costs, an effective NetSuite Salesforce integration is essential. By pairing NetSuite’s ERP solution with...
What’s New at Breadwinner Payments? Stripe Subscriptions!
“No matter how good you get, you can always get better. And that’s the exciting part.” Any guesses on who said it? Tiger Woods. He was talking about golf, but his words of wisdom apply just as well to our work at Breadwinner. Earlier this year, we introduced our...
NetSuite vs. Salesforce: Get the Best of Both with Breadwinner’s NetSuite to Salesforce Integration
We don’t know about you, but we love a good friendly debate. Star Wars vs. Star Trek, Marvel vs. DC, NSync vs. Backstreet Boys, cats vs. dogs, Lebron vs. MJ, Disney vs. Pixar – most people have (sometimes surprisingly strong) opinions on at least one of these...
Take Your Revenue Operations to the Next Level with Salesforce + Breadwinner Payments
What’s the most important thing all thriving businesses have in common? Happy customers? A high-performing team? How about awesome products and services? Or maybe dynamic leadership? All good answers – and essential factors that contribute to business success – but...
Introducing Breadwinner Payments – The Easy Way to Get Paid Faster Using Salesforce
Raise your hand if you love setting up invoices! Not a fan? Okay, how about figuring out which customers have paid their bills and who needs a reminder … again? Or – this one’s for the Sales folks – bugging the billing department for invoice and payment details on the...
New Feature for Salesforce & QuickBooks Integration: Suggested Account Match
With the support of our Salesforce QuickBooks integration, it’s never been easier to connect Salesforce and QuickBooks. As a must-have connector for your organization, Breadwinner comes loaded with a range of features to improve cross-departmental coordination and...
Integrating Mission Control and Breadwinner for Project Financial Synchronization
Companies are constantly seeking ways to streamline their operations and enhance productivity. One area where optimization can make a significant impact is project management, particularly when it comes to handling financial data. Integrating Mission Control, a...
Key Benefits of Professional Services Automation
When it comes to professional services, the need for seamless coordination between project management, sales, and service operations is paramount. Organizations are increasingly turning to comprehensive solutions like Mission Control, which is built natively on the...
Breadwinner Launches a Salesforce and Stripe, Braintree, and Square Integration!
Breadwinner is incredibly excited to announce the release of Breadwinner Payments. This integration will serve Salesforce customers who want a robust, live, two-way integration with payment processors such as Stripe, Braintree, and Square.Accelerate billing,...
Creating Salesforce Leads & Contacts from LinkedIn
Legality LinkedIn contains rich, useful information that you would love to get into Salesforce! But can you legally get this information into Salesforce? Mostly yes! It's totally legal to copy information from LinkedIn to Salesforce. (I am not a lawyer and this isn't...
Integrating Braintree with Salesforce
Integrating Braintree with Salesforce Braintree is a payments platform that makes it easy to accept payments in your app or website. It’s a simple way to get paid for your great ideas across any device and through almost any payment method. Braintree can handle...
How Integrating Salesforce with Xero Bridges The Gap Between Sales and Finance
There is often a disconnect between the Sales and Finance teams when it comes to visibility. To be able to drive a business forward, the functional areas of your business need to work together effectively. Connecting your CRM and accounting software provides a...
Understanding API vs Native App: Xero
One of the biggest questions when deciding how to integrate Xero with Salesforce is choosing between an API Only App and a Native App. The correct choice will depend on your business needs. We explain the difference between the two below.API Only Apps An API-only app...
Understanding API vs Native Apps: QuickBooks
One of the biggest questions when deciding how to integrate QuickBooks with Salesforce is choosing between an API Only App and a Native App. The correct choice will depend on your business needs. We explain the difference between the two below.API Only Apps An...
Common QuickBooks and Salesforce Integration Mistakes and How To Avoid Them
Syncing your QuickBooks to your Salesforce account can be a straightforward process if you do it right. However, there are some mistakes that can be made when integrating the two software together. In this blog, we dive into the common integration mistakes and how to...
4 Things to Consider When Selecting a Salesforce and NetSuite Integration Tool
With the plethora of Salesforce and NetSuite integration tools available, it can be challenging to know which one to choose. In order to know which one is right for your business, you have to know what to look for. Here are four things to consider when choosing the...
Missing the Plus Button on Salesforce Gmail Integration
I got stuck on this one for a while! The Gmail Integration Chrome Extension was showing related Accounts and Contacts but was not letting me create any. Arghh! And Salesforce's documentation doesn't tell you what to do to allow creation of records (at least, I...
Secret Master Plan
I’ve been running Breadwinner for 6 years now, and have talked to thousands of people who A) have Salesforce and B) need insight into their finances, both to and from Salesforce and their accounting platform. In that time, Breadwinner has grown from a single app (all...