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Galvin’s Favorite Flows

— Recent Favorite Flows —

Galvin’s Favorite Flows: Contracts and Automated Opportunity Stage Updates
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Galvin’s Favorite Flows: Contracts and Automated Opportunity Stage Updates

Salesforce, Salesforce

Galvin’s Favorite Flows: Contracts and Automated Opportunity Stage Updates

Salesforce, Salesforce|

Galvin’s Favorite Flows: All-In-One Opportunity and Task Updates
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Galvin’s Favorite Flows: All-In-One Opportunity and Task Updates

Salesforce, Salesforce

Galvin’s Favorite Flows: All-In-One Opportunity and Task Updates

Salesforce, Salesforce|

Galvin’s Favorite Flows: Automating Case Record Types for the Right Queue
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Galvin’s Favorite Flows: Automating Case Record Types for the Right Queue

Salesforce, Salesforce

Galvin’s Favorite Flows: Automating Case Record Types for the Right Queue

Salesforce, Salesforce|

Galvin’s Favorite Flows: Matching Contact and Account Owners Automatically
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Galvin’s Favorite Flows: Matching Contact and Account Owners Automatically

Salesforce, Salesforce

Galvin’s Favorite Flows: Matching Contact and Account Owners Automatically

Salesforce, Salesforce|

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Galvin’s Favorite Flows: Step-By-Step Guidance for Creating Salesforce Opportunities
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Galvin’s Favorite Flows: Step-By-Step Guidance for Creating Salesforce Opportunities

Salesforce, Salesforce

Galvin’s Favorite Flows: Step-By-Step Guidance for Creating Salesforce Opportunities

Salesforce, Salesforce|

Galvin’s Favorite Flows: Auto Converting Multiple Leads Into One Account
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Galvin’s Favorite Flows: Auto Converting Multiple Leads Into One Account

Salesforce

Galvin’s Favorite Flows: Auto Converting Multiple Leads Into One Account

Salesforce|

Galvin’s Favorite Flows: Pausing Automated Processes on Weekends and Holidays
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Galvin’s Favorite Flows: Pausing Automated Processes on Weekends and Holidays

Salesforce

Galvin’s Favorite Flows: Pausing Automated Processes on Weekends and Holidays

Salesforce|

Galvin’s Favorite Flows: An (Almost) One-Click Tool for Territory Management
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Galvin’s Favorite Flows: An (Almost) One-Click Tool for Territory Management

Salesforce

Galvin’s Favorite Flows: An (Almost) One-Click Tool for Territory Management

Salesforce|

Additional Resources

Check out even more certified tips & perspectives from our Salesforce experts.

Featured Series

Salesforce Pardot

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See all Articles

Switching from HubSpot to Pardot: Everything You Need to Know
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Switching from HubSpot to Pardot: Everything You Need to Know

Pardot, Salesforce, Salesforce

Switching from HubSpot to Pardot: Everything You Need to Know

Pardot, Salesforce, Salesforce|

Mailchimp vs. Pardot: Which Marketing Platform Rules the Jungle?
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Mailchimp vs. Pardot: Which Marketing Platform Rules the Jungle?

Marketing Automation, Pardot, Salesforce, Salesforce

Mailchimp vs. Pardot: Which Marketing Platform Rules the Jungle?

Marketing Automation, Pardot, Salesforce, Salesforce|

Case Studies

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See all Case Studies

Case Study: AAIM Sets Sights on Membership Growth Goals with Salesforce
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Case Study: AAIM Sets Sights on Membership Growth Goals with Salesforce

Case Studies, Salesforce

Case Study: AAIM Sets Sights on Membership Growth Goals with Salesforce

Case Studies, Salesforce|

Case Study: Obstacles to Outcomes – How Nonprofit Foster Success Used Salesforce to Meet Its Mission
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Case Study: Obstacles to Outcomes – How Nonprofit Foster Success Used Salesforce to Meet Its Mission

Case Studies, Nonprofit, Salesforce

Case Study: Obstacles to Outcomes – How Nonprofit Foster Success Used Salesforce to Meet Its Mission

Case Studies, Nonprofit, Salesforce|

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— Also on Galvin Tech —

Enrich Year-End Campaigns: Empower Constituents to Update their Profiles with Account Engagement
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Enrich Year-End Campaigns: Empower Constituents to Update their Profiles with Account Engagement

Nonprofit, Salesforce

Enrich Year-End Campaigns: Empower Constituents to Update their Profiles with Account Engagement

Nonprofit, Salesforce|

Galvin’s Favorite Functions for Nonprofits: Automating Year-End Tax Receipt Creation
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Galvin’s Favorite Functions for Nonprofits: Automating Year-End Tax Receipt Creation

Nonprofit, Salesforce

Galvin’s Favorite Functions for Nonprofits: Automating Year-End Tax Receipt Creation

Nonprofit, Salesforce|

Choosing Between Account Engagement (Pardot) and Salesforce Marketing Cloud
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Choosing Between Account Engagement (Pardot) and Salesforce Marketing Cloud

Quick Questions Big Impact

Choosing Between Account Engagement (Pardot) and Salesforce Marketing Cloud

Quick Questions Big Impact|

How to Prepopulate Web Forms with Salesforce Data
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How to Prepopulate Web Forms with Salesforce Data

Quick Questions Big Impact

How to Prepopulate Web Forms with Salesforce Data

Quick Questions Big Impact|

Webinar: Expand Organizational Membership with Salesforce
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Webinar: Expand Organizational Membership with Salesforce

Salesforce, Webinar

Webinar: Expand Organizational Membership with Salesforce

Salesforce, Webinar|

Case Study: AAIM Sets Sights on Membership Growth Goals with Salesforce
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Case Study: AAIM Sets Sights on Membership Growth Goals with Salesforce

Case Studies, Salesforce

Case Study: AAIM Sets Sights on Membership Growth Goals with Salesforce

Case Studies, Salesforce|