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How To Dedupe Salesforce Records [2024]

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...

Harnessing the Power of Data with Salesforce Generative AI

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

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...

Video Review of Salesforce’s Einstein Copilot (Beta)

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...

Integrating Salesforce and NetSuite: 3 Ways to Make it Happen

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

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

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

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...

Supercharge Stripe Subscription Management in Salesforce

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 New at Breadwinner Payments? Stripe Subscriptions!

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...

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...

Creating Salesforce Leads & Contacts from LinkedIn

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

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...

Understanding API vs Native App: Xero

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

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...

Missing the Plus Button on Salesforce Gmail Integration

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

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...