Category: Salesforce

Salesforce Summer '24 Release

Salesforce Summer ’24 Release: Top Features to Watch

This Summer Release 2024 brings several improvements designed to optimize the user experience. At Skyplanner we selected those new features that we consider most relevant. These include the ability to create group appointments with Salesforce Scheduler, improvements to search with Einstein Search, as well as new tools for permission and access management.

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Field Service Automation - hdr

Field Service Automation: Enhancing Efficiency through Salesforce

Today, automation and AI are essential pillars of high-performance field service. They enable prompt real-time assignment of mobile workers, route optimization, inventory management, and more. Additionally, they facilitate communication between field and office staff, improves customer experience, and provides analytics for informed decision making.

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Tableau Pulse - header

Tableau Pulse: the dream tool for data analysis is here

Tableau Pulse is the reinvention of the Tableau platform, now powered by Tableau GPT. It combines automated and personalized analysis to facilitate decision-making, simplifying users’ experience with their data within the workflow itself. It uses natural language and visual formats to present information understandably.

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Salesforce CPQ Implementation - hdr

Best Practices in Salesforce CPQ Implementation

Salesforce CPQ implementation is a complex process that requires valuable technical and human resources. However, the benefits of this powerful tool are worthwhile as CPQ streamlines the pricing and quoting process. By guiding this implementation through best practices, you can ensure your company’s transition to a higher level.

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Einstein Copilot - hdr

Einstein Copilot, Your 24/7 Tailored Ally

Einstein Copilot is the new conversational AI assistant, reliable and ready to be used and integrated into the user experience of every Salesforce application. It uses natural language to provide data-driven answers, making it easy to identify opportunities, close deals, generate custom closure plans and execute them.

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Salesforce Implementation - hdr

Salesforce Implementation:  What You Need to Know

Salesforce implementation is a complex process that requires robust planning and cohesion. Its benefits make this CRM a decisive tool for enhancing your organization’s success. With proper implementation, it can improve customer management, optimize business processes, drive productivity, and foster sustainable growth.

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Salesforce Best Practices - hdr

15 Best Practices in Salesforce that Your Organization Should Follow

Ensuring success in Salesforce involves adhering to a set of best practices to ensure its functionality. Among these are understanding internal processes, prioritizing user experience, selecting an appropriate consulting partner, and implementing practices such as data management, customization, integration strategies, automation, and AI, along with robust governance.

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Trusted by great companies.

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

Green Building Initiative
Banco Sabadell
Norwegian Cruise Line
Larkin Community Hospital
Discovery Channel

What people are saying

Five starts

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

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