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Salesforce: Year in Review
As we look towards 2022, we are going to take a look back the biggest stories in the Salesforce world from 2021.

If 2020 was the year of unprecedented change and turmoil, 2021 was the year of adaptation and growth. This was true for many companies throughout the world including Salesforce. While Salesforce had a truly remarkable 2020, in 2021 they took everything to the next level. Record setting acquisitions, expanded partnerships and new features galore headlined a massive year for the San Fransisco based giant.

As we turn the page to 2022, we're going to take a look back at the biggest stories in the Salesforce ecosystem that will shape the company going forward.

Slack Acquisition

Undoubtably the biggest story in the Salesforce world was the earth-shattering $27.7 billion dollar deal that brings the do-it-all messaging app under the Salesforce umbrella. Slack saw explosive growth in 2020 as most companies shifted to a remote workforce and relied on the platform to keep disparate teams all over the world in sync. But it wasn't long after Slack started to gain a foothold that the giant of Microsoft Teams started to nip at its heels. With an expanded global presence, Microsoft Teams quickly become the choice of many companies in over 41 countries.

Completing the acquisition back in July of 2021, Slack now has the full weight of Salesforce behind it ready to compete in this new digital landscape. This means a plethora of new "Slack-first" features added or to be added to Salesforce in the coming months as well increasingly tighter integration between the two platforms.

Tighter AWS Integration

It was only a matter of time before the the Seattle-giant increased it's partnership with Salesforce, and it finally happened back in June of 2021. It's all in an effort to reduce code consumption, complexity and increase stability between the two platforms. Consumers will soon be able to purchase out-of-the-box solutions that harness the power of AWS' voice, video, artificial intelligence, and machine learning capabilities directly into the Salesforce platform.

AWS will also enable developers to speed up the app development process through new low-code solutions that bridge Salesforce data and AWS data with ease. The goal is to reduce the amount of custom coding that needs to be done to connect the two platforms while leveraging the best aspects of both.

Dreamforce 2021

Dreamforce never fails to bring a slew of new announcements, and this year did not disappoint. While Dreamforce 2021 was headlined by Slack-first announcements such as Slack Digital HQ innovations across all industries (Sales, Services, Marketing, Commerce, and more), there was a ton more announced right behind it; much of it relating to the health care industry.

Health Cloud 2.0 will allow business all over the world to deliver better health and safety information to their employees. At Dreamforce NYC, just last week they announced the next version of Dreampass that can leverage the platform to ensure safe in-person experiences whether it be events, concerts or even next year's Dreamforce.

While we have no idea what 2022 has in store for Salesforce as the paradigm is shifting under our feet at a rapid pace, we can say that if it's anything like 2021, we are in for another huge year of innovation.

Quickbooks and Salesforce Integration

Integrating QuickBooks into Salesforce: Our Guide

Integrating QuickBooks into your Salesforce campaigns is easy with Relay. We’re the experts when it comes to all things Salesforce. Especially with our seamless QuickBooks integration strategies for your business’ Salesforce platform. Read on to learn more and discover just how much time you can save with a “QuickBooks + Salesforce” integration from Relay!

Always Preparing for Tax Day

As a business owner, you know you’re always preparing for tax day and other tax deadlines throughout the year. Your customers are most likely preparing for tax day and other tax responsibilities as well. With this being said, it’s important to have the right integrations throughout your Salesforce campaigns so you and your customers are prepared for anything which may come up throughout the course of conducting business.

Salesforce CRM + Accounting = Harmony

Accounting can be messy as it is. Pair accounting with the many moving parts of your company, multiple hands in the pot, and potential human error(s); and you may have quite the issue developing over time. With a properly set up Salesforce campaign, integrated successfully with QuickBooks, you’ll be able to create the harmonious relationship you’ve been searching for and stress less.

Reducing the Headaches Involved

As mentioned briefly above, accounting can be quite the headache. If we at Relay can help with the integration of your accounting and Salesforce platform, you’ll have a lot less headaches and be able to focus on the business side of things.

Viewing Your Business from a 360-Degree Point of View

Accounting can be as easy as seeing from a bird’s eye view or having to dive into minute details which may make your eyes go fuzzy. Which would you prefer? We thought you’d choose the bird's eye view. With an integration of QuickBooks and Salesforce for your organization, you no longer have to nitpick each and every set of financial data to discover what you’re searching for. With our customized approach here at Relay, there will be unique approaches to your business’ complex accounting problems; solved every step of the way.

Improving Sales & Revenue Management

The only way to improve is to reflect on past performance. If you can see your sales and revenue, all customized to your preferred styling; you’ll be able to reflect on what went right and what went wrong. This type of financial data separates the great from the good companies out there. Be the best you can be through analysis of your sales and revenue, all while improving inefficiencies each and every month. 

Generating Accurate Financial Data

Accuracy is another key component of any successful accounting implementation. Without accurate financial data, you’ll run the risk of reporting revenue incorrectly and this could be quite the mess with the IRS. Nobody wants to deal with an extensive audit, so take control of the financial data you compile and let Relay provide customized solutions to better display and analyze your financial data sets.

Optimizing Your Time

Time is money, and those who are business owners, accountants, or anyone involved with day-to-day financials realize this quite early on in most cases. Allow Relay to save you time, and in turn save you money over the long-term. Eliminate overbearing processes which strain your entire staff and see how Relay can help your organization achieve peak performance and efficiency with our unique strategies and implementations.

Allowing Operations to Run Smoother

When everything runs smoother in the accounting department, the rest of your business will most likely run much smoother as well. There’s something to be said about the accounting department. It’s the lifeblood of the company, and when there’s a wrench thrown into the mix, it may certainly cause ripple effects felt throughout the rest of your organization. Avoid this by integrating QuickBooks into your Salesforce platform and see how powerful data, accounting, and Salesforce can be.

Connecting Your Sales Team with Your Accounting Team

Sales and accounting go hand-in-hand. If one is not working correctly, the other is thrown off as well. Think about how interconnected sales is to accounting. Everything from commissions paid out, to revenue generated for the month, to expenses billed along the way. These are just a few examples of what can be customized to your liking when we build a truly customized Salesforce platform for you with QuickBooks integrated throughout.

Reduction in Data Duplication

Duplicate data could mean the difference between accurate financial reporting and a very  costly mistake. Don't allow yourself to accidentally pay out an invoice twice due to some mismanagement of your accounting processes. With a QuickBooks and Salesforce integration, you’re no longer beholden to human errors when everything is set up correctly the first time. Rest assured your financial statements are accurate and avoid costly mistakes along the way.

Increasing Overall Productivity

The entirety of your company’s productivity is dependent upon its people. When the people involved in your company are performing at their best thanks to not having to worry about accounting matters on a daily basis, everything else will most likely perform better. Taking the step in the right direction with a QuickBooks and Salesforce integration can be monumental when establishing patterns of your future success.

Focus On What Matters: Business Growth

”If you’re not growing, you’re slowing.” These words ring true in the world of business and they’ll certainly be felt strongly if your accounting is not operating as it should. Don’t let accounting mishaps deter proper business growth. You’ll want to look back on your years in business and appreciate just how much you were able to grow your company.

Taking Advantage of Your Accounting Data

The entire point of integrating QuickBooks with Salesforce is to take advantage of all the accounting data your organization produces every day. Not taking advantage of this precious data is leaving money on the table. Exploring how Relay can drive success your way through our custom Salesforce integrations will open up new doors to opportunities you never knew existed.

Choose Relay for Your Quickbooks Integration into Salesforce

Feel free to reach out to us using the form below and we’ll be sure to respond to your inquiry as soon as possible. We look forward to hearing from you soon and developing a plan of action to have your company on the right path with a customized Quickbooks and Salesforce integration.

What can you do with the new Notion API & Salesforce?
Learn about how Relay integrates and uses the new Notion API Beta with Salesforce.

The Notion API is finally here

It's a long time coming, but the Notion API is finally available for public beta — ready to expand the Notion ecosystem in a big way. The implications for its use and how it can interact with other applications could be absolutely game-changing for many companies.

If you missed our previous post on Notion, consider it to be the all-in-one database manager that can do pretty much anything and everything.  Asset lists, company wikis, spreadsheets, client portals and way, way more. The introduction of the public API expands the capabilities of Notion even further than that.

What can you do with the new API?

An API allows developers to make two applications talk to each other and essentially share data across platforms. With them, you can automate processes between systems or augment them with new capabilities.

The possibilities are endless, but due to the blank slate database structure of Notion it allows for real creative solutions for common issues.

Since we're intensely focused on Salesforce at Relay, we decided to hone our attention towards the use cases for the Notion API and Salesforce.

Use Case for the Notion API and Salesforce

  • Sync contact records from Salesforce into a Notion table
  • Import closed deals into a Notion kanban table
  • Sync tasks from Notion tables into Salesforce

No longer do you have to manually update both Salesforce and Notion separately to keep both tools in sync as now it will update automatically for you through the API. This removes hours of tedious updating, and more importantly ensures that there is a single source of truth for all your data, whether in Notion or Salesforce.

Notion API + Salesforce Showcase

Limitations of the Notion API

Right now the Notion API is still in public beta which means it can do a lot, but there is a still a bunch of stuff it can not do—yet.

As of today, you need to create a "bot" for the Notion API to interact with and then subsequently invite the bot into the database you want it to modify. It's a bit ad-hoc and doesn't allow you to interact with, say, multiple databases at the same time or perform modifications to top level pages. Right now, it's strictly limited to database updating which is great, but there is definite room for growth.

Next Steps

As you can see, the Notion API opens up the possibilities for applications small and large to communicate with Notion. But at Relay, we are ecstatic about the future between Salesforce and Notion. Both platforms are making their mark in small businesses across the world and now that Notion can communicate with Salesforce, the growth potential is limitless.

Are you interested in using the Notion API with your Salesforce org? Feel free to reach out to us here, and we will be glad to get you started right away.

or do you still have some questions...
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