Salesforce 101: The Ultimate Cheat Sheet

So you’ve googled Salesforce to find out what it’s all about and might have realized it has a LOT to offer. Where do you even start? Well, we created this cheat sheet for beginners like you to guide you through it all.

See more

Salesforce 101: The Ultimate Cheat Sheet (Part 2)

In our last post, we gave you the ballpark view of the Salesforce ecosystem, its technology and products. Today, we’re going to take you more in depth into the rabbit hole that is Salesforce operations, and teach you how to easily orbit around the platform. Okay, so now you’re a Salesforce user. Welcome! #1: First […]

See more

Meet the Team

Eight years ago, our founders Rene, Jorge, and Rene Raul decided to improve the travel experience to Cuba by creating a software system for travel agencies. Passionate about improving business efficiency, they believed they could map the sky, and that’s how SkyPlanner was formed. After realizing how cloud software can benefit not only travel agencies […]

See more

Helpful Resources to Navigate Salesforce

Here are some helpful tools & resources to help you find your way around Salesforce. Trailhead Trailhead is a learning community full of videos and interactive tutorials to teach you how to do everything and anything on Salesforce. Whether you’re an admin, user, developer, or partner, you can learn how to use Salesforce through its […]

See more

The Salesforce ABC’s

When you’re new to Salesforce, it’s easy to get lost in the lingo. There’s just so much information to digest that it can be overwhelming and frankly, exhausting. That’s why we created this handy glossary guide, to help you understand the terminology as you embark on your Salesforce journey. In this list, we’ve included the […]

See more

The Top 5 Biggest Surprises at Dreamforce 2019

This year’s Dreamforce was definitely one for the books! The four day event was nonstop consisting of over 2,700 sessions and workshops, 27 product launches, parties, networking and more (check out our essential Dreamforce 2019 guide to see all the extravaganza). Over 170,000 people from all around the globe came together on November 19 to […]

See more

Your Most Essential Guide to Dreamforce 2019

It’s that time of the year again! Dreamforce 2019 is back and better than ever. We can’t wait to experience all that’s in store this year. If you’re not familiar with Dreamforce, it’s the biggest highlight of the year in the Salesforce world. It’s a four-day tech conference where 170,000 Trailblazers, partners, customers, and employees […]

See more

The 8 Elements Your Training & User Adoption Plan Must Have

Your company just made a large investment and spent a whole lot of time implementing Salesforce into your organization, and now the time has come to train your team. Teaching your team a whole new software can be a lot more complicated than we think. People are used to the old way of doing things, […]

See more

The Complete Guide to User Adoption

So your company just implemented Salesforce and now you’ve reached the last part of your project: user adoption, a critical if not the most critical piece of your Salesforce implementation. And getting it right from the beginning, can make or break your successful return on investment (ROI). In this blog post we’ll break it down […]

See more

Salesforce Basecamp for Service: Top 5 Trends to Watch Out For

Last week we attended the Salesforce Basecamp for Service at the Hilton Miami Downtown and boy was it an incredible experience! The event showcased how Service Cloud can help companies empower their service teams with automation, embrace digital channels, and elevate their workforce. It featured Service in Action, delivered demos and included two theater sessions focused on […]

See more

Trusted by great companies.

From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.


What people are saying

Five Start

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

Go to top