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Salesforce-Certified-B2C-Commerce-Developer Certified B2C Commerce Developer

The Salesforce B2C Commerce Developer exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience with B2C Commerce and should be able to demonstrate knowledge and expertise in each of the areas below.

B2C Commerce Setup: 11%

Given a sandbox environment, configure an IDE to use WebDAV to deploy cartridges to the correct version directories.

Given a sandbox instance and data import files, import files using the Business Manager Import/Export modules.

Given the code for a storefront site, add the correct sequence of cartridge names to the provided cartridge path.

Given a sandbox environment, use the Business Manager to add a new site to the instance, configuring the default currency and taxation type according to business requirements.

Given a recently created B2C site, assign the storefront data configurations according to business requirements.

Work With a B2C Site: 12%

Given a Business Manager task, work with the product data model to manage products and product search model, their categorization, and associated inventory and pricebooks.

Given a configuration for tasks, such as payment and shipping information, use Business Manager to complete storefront orders.

Given a configuration task, use Business Manager to work with Content Assets, Page Designer, Content Slots, and Content Folders.

Data Management Using Business Manager Usage: 24%

Given a business requirement, modify site search preferences and settings to enable searching for a specified term or product attribute.

Given a business requirement, create and configure a new search refinement and sorting definition that can be used on the storefront.

Given a debugging requirement or code, configure the logging categories and access the logs in Business Manager.

Given business requirements, extend the storefront to expose a new attribute on an existing system object type.

Given a business need to store custom data, determine if a custom object is needed and create and configure as required.

Given a performance issue and data, use relevant tools to inspect code performance and determine and implement solutions (cache configuration, profilers, etc) to Improve performance.

Given a specification and a sandbox instance, configure OCAPI permissions for Data and Shop APIs.

Given a service configuration, recognize how they are applicable to the development process.

Application Development: 53%

Given a development task, code ISML templates that use functionality such as: local include, remote include, components, and other ISML tags.

Use debugging best practices and techniques to troubleshoot scripts and controllers and verify outcomes.

Given a requirement, create and extend the functionality of a JavaScript controller that leverages models, decorators, factories, or helpers following API best practices and renders a template or returns a JSON response.

Given a business requirement and design for a new marketing page, develop page types and components to allow a marketer to build a page with the Page Designer tool.

Given a requirement to accept, validate, and persist information from a storefront customer, modify the appearance of a form, add validation and CSRF protection, and use bindings to process fields.

Given localization requirements, implement and enhance templates, form definitions, static files, properties files, and persistent object attributes to ensure that pages are displayed in the expected language.

Given a logging task and existing configuration, write code that logs non-sensitive data to custom log files with different log levels.

Integrate, deploy, and use a service instance based on a given requirement.

Given a use case, extend functionality or capture an event using hook extension points.

Given code that violates documented best practices, identify the issues and modify the code to conform with best practices including performance and scalability.

Given a business requirement, use OCAPI Shop and Data APIs to enable interoperability with an external system.

Given a business requirement to perform a scheduled task, develop jobs and code job scripts.
Certified B2C Commerce Developer
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Certified B2C Commerce Developer
Question: 57
A client has a requirement to render different content on the homepage based on if the customer is logged in or guest
What should a developer implement to achieve this requirement?
A. Write specific custom code in the Content Asset for a customer that is a registered, versus unregistered, user.
B. Set the Content Slot configuration so it is based on the system customer group registered, versus unregistered.
C. Set the Content Asset configuration for a customer that is a registered, versus unregistered, user.
D. Add specific custom messages in Page Designer for a customer that is a registered, versus unregistered, user.
Answer: B
Question: 58
A Digital Developer needs to add logging to the following code:
Which statement logs the HTTP status code to a debug-level custom log file?
A. logger.getLogger(profile).debug("Error retrieving profile email, Status Code: ", http.statusCode);
B. logger.debug("Error retrieving profile email, Status Code: {0} was returned.", http.statusCode);
C. Logger.getLogger().debug("Error retrieving profile email, Status Code: {0} was returned.", http.statusCode);
D. Logger.getLogger(profile).debug("Error retrieving profile email, Status Code: {0} was returned.",
Answer: B
Question: 59
A developer has a sandbox with code to log a message during execution, and the following code:
After the code executes, the developer does not see any log file with the message in the WebDAV folder.
What could the developer do to correct this issue?
A. Set the root log level to debug AND check the box for info under Log Files.
B. Set the logging global preference to true AND set the root log level to debug.
C. Set the logging global preference to true AND check the box for Info under Log Files
Answer: C
Question: 60
A developer has the following files in template/resources:
weight.unit= pounds
Using the default locale configuration, what is the current outcome of the page that renders the account.isml template
snippet below when visiting the Sofrefront with the English for Canada(en_CA) locale=
Your parcel weighs 10 ${Resource.msg(weight.unit,account)}
A. Your parcel weighs 10 stones.
B. Your parcel weighs 10 pounds.
C. Your parcel weighs 10 undefined.
D. Your parcel weighs 10 kilos
Answer: A
Question: 61
Assume the code below is executing:
Business Manager has the configuration:
Active Log category is root with log level of info.
Given this information, what is the beginning of the filename in which the log will be written?
A. xyz
B. custominfo-blade
C. custom-export
D. custom-xyz
Answer: D
Question: 62
The developer has been given the following business requirement:
The shipping method, Free Standard Ground Shipping has an exclusion for products *lth category equals or is child of
The marketing department has scheduled a sale offering a Free Standard Ground Shipping method for brand XyzTv
televisions for the next 3 months.
What method accomplishes this while following best practices?
A. Extend the code in cartridge/models/shipping/shippingMethod.js using module, super Module and add an exception
for the specified brand.
B. Extend the CheckoutShippingservices controller using module.superModule and add an exception for the specified
C. Create an allow list for the existing shipping method by adding a product exclusion for brand equals XyzTV" to the
exclusion list for "Free Standard Ground Shipping."
Answer: C
Question: 63
A developer needs to check for product inventory in all inventory lists using the Open Commerce API.
An example request URL is:
Which properly should the developer check in the OCAPI settings to confirm the appropriate resource is enabled?
A. Client_id
B. Ecom-inventory
C. Inventory_list
Answer: B
Question: 64
To ensure SFRA best practices and protect against request forgery, the developer introduced CSRF token generation in
the customer address form:

value = ${dw.web.CSRFProtection.generateToken()>

To implement CSRF protection when the form is submitted, the developer needs to introduce the CSRF
validation using one or both of these methods as applicable:
Where in the code does the developer need to add this CSRF validation check?
A. In the controller function that displays the form
B. In the middleware chain of the controller post route
C. In the controller function that handles the submitted form
D. In the model function that persists the form data
Answer: B
Question: 65
A Digital Developer must give users the ability to choose an occasion (holiday, birthday, anniversary, etc.) for which
gifts are currently being selected. The data needs to be persistent throughout the current shopping experience.
Which data store variable is appropriate, assuming there is no need to store the selection in any system or custom
A. Request scope variable
B. Page scope variable
C. Session scope variable
D. Content slot variable
Answer: C
Question: 66
A developer wants to configure multiple products that should only be sold as a group. It should not be possible for
buyers to buy these products individually.
How should the developer configure the products?
A. Bundle
B. Set
C. Variation Group
Answer: A
Question: 67
Business Manager has the configuration:
Active Log category is "root"
Log level of WARN
The code below is executing:
var log = Logger.getLogger("products");
Using this information, which two logs will be written? Choose 2 answers
A. log.warn("This is a warn message");
B. log.error("This is an error message");
C."This is an info message");
D. log.debugfThis is a debug message");
Answer: A,C
Question: 68
A merchant has a content slot on a page that currently displays products based on the top Sellers for the current week.
They wish to change this functionality and, instead, have the slot render a specific content asset so that the content
experience is more personalized to the visitors.
Which two actions are necessary to make this change? Choose 2 answers
A. Delete the existing content slot and create a new one.
B. Change the rendering template in the slot configuration
C. Change the default setting in the slot configuration
D. Change the content type for the slot configuration
Answer: B,D
Question: 69
Which two methods are efficient and scalable? (Choose two.)
A. ProductMgr.queryAllSiteProducts()
B. ProductSearchHit.getRepresentedProducts()
C. ProductSearchModel.getProductSearchHits()
D. Category.getProducts()
Answer: C,D
Question: 70
A controller route in the SFRA base looks as follows:
In order to extend this route using prepared ( ), what should the developer consider?
A. Specify any middleware functions needed for the new functionality.
B. Specify any middleware functions needed for the new functionality using only those called by the base route.
C. Remove next ( ); on the new route so only the routes middleware functions execute.
Answer: B
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Salesforce Certified resources - BingNews Search results Salesforce Certified resources - BingNews CRM Certification and Training

Customer relationship management (CRM) takes customer service to a whole new level. Modern CRM software uses technology and automation to find and interact with leads and customers. Leveraging CRM software can help a company engage with its customers to build trust and provide necessary products and services.

Editor’s note: Looking for the right CRM solution for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs.

Current CRM certification courses are available through academic institutions, professional affiliates and massive open online courses. syllabus can include CRM optimization, automation, marketing strategies, product management, business to business (B2B), business to consumer (B2C) and networking. According to certification course provider Simplilearn, IT professionals with one Salesforce certification on their resume can expect as much as a 40% pay increase.

What are CRM certifications and training?

CRM certifications and training

CRM certifications can enhance your skills by requiring you to complete advanced CRM software training. Some certifications are built with courses and require you to pass exams; others are for status only. Completing CRM certifications and training can demonstrate commitment, present new job opportunities and increase pay.

Why are CRM certifications and training necessary?

To compete globally, companies benefit from increasing their digital presence. Utilizing a CRM tool improves the B2C and B2B relationship and allows companies to engage and thrive. Because companies are encouraged to focus on detailed digital strategies in which CRM is vital, businesses are looking for CRM-certified employees to help them move forward in the e-commerce space.

Companies look to CRM software to automate daily tasks, deepen engagement with customers, and consistently promote products and services.

Who should get CRM certified?

While all departments can benefit from CRM training, it is especially relevant for sales, marketing and IT team members. In addition, accurate high school graduates and college students can stay competitive in the job market by becoming CRM certified.

Recent high school graduates and college students

Want to score a higher-paying job quickly? As CRM specialization jobs are in high demand, high school graduates and college students can get a competitive edge by learning CRM before entering the professional workforce.

Sales professionals

Sales teams work with a CRM platform for lead tracking and follow-up. Detailed customer data gathered and stored by a CRM improves lead scoring and speeds up conversions.

Marketing professionals

Because marketing requires quality leads to drive a return on investment, a robust CRM is crucial to a marketing team’s success. The CRM can help marketing professionals quickly visualize data, as well as identify lead patterns, potential customers and pain points that your business’s products or services may solve.

IT professionals

IT can work with sales and marketing to customize the CRM to specific needs, industries or internal policies. Using a CRM, IT teams can onboard, maintain and provide professional support to employees. CRM certification is often required for IT professionals, as the training is standard for the industry.

CRM certification can give accurate high school graduates and college students a competitive edge when they enter the job market.

CRM certificate vs. certification

Though a CRM certificate and a CRM certification sound like they may be the same, there is a difference. A CRM certificate is earned in a school setting, whether in person or remote, and resembles an academic degree. A CRM certification, by contrast, is earned through industry-based performance tests, regardless of where you learn the information.

7 best CRM certifications

The following CRM certifications are found regularly in job listings and are globally recognized and easily accessible for most people:

Microsoft Dynamics 365

As a top competitor to Salesforce, Microsoft Dynamics 365 offers certification levels ranging from fundamental to advanced. The platform can provide courses on sales, finance, operations and customer service. Professionals can choose to complete a CRM certification or an overall fundamentals course. For CRM certification, IT professionals must pass exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM).

Who is it for?

Dynamics 365 is for IT consultants who specialize in enterprise resource planning (ERP) and material requirements planning (MRP).

Skills needed

  • Describe Dynamics 365 Marketing (10% to 15%)
  • Describe Dynamics 365 Sales (15% to 20%)
  • Describe Dynamics 365 Customer Service (15% to 20%)
  • Describe Dynamics 365 Field Service (15% to 20%)
  • Describe Project Operations (15% to 20%)
  • Describe Shared Features (15% to 20%)


Pricing starts at $99.

Length of certification

Microsoft certifications don’t have a hard expiration date. Instead, the certification is valid as long as the product is available on the market.

HubSpot Academy

HubSpot offers multiple certification courses, including in CRM, CMS, sales and reporting. Lessons can take approximately one hour to over six hours to complete.

Who is it for?

HubSpot has a proprietary CRM certification program in which you watch online course videos with periodic quizzes. Most certification exams also require you to complete additional practical marketing exercises.

Skills needed

  • HubSpot CRM-specific training
  • Practical marketing experience


Certifications are free, but some advanced options require a HubSpot Professional or HubSpot Enterprise account. A HubSpot Professional account starts at $800 per month.

Length of certification

Certification length varies from 13 to 25 months.

Marketo Engage by Adobe

Marketo Engage is a tool designed to help marketers create and implement personalized emails and media. The platform is part of the Adobe Experience Cloud.

Who is it for?

Marketo Engage is a good fit for professionals who work in marketing automation, such as email marketing professionals, media managers and marketing managers.

Skills needed

The required skills depend on the level of certification you are seeking.

Entry level:

  • Basic knowledge of marketing automation
  • Three to six months of marketing experience
  • Three months of experience using Marketo software

Advanced level:

  • One to two years of marketing experience
  • One year of hands-on experience with Marketo
  • Completion of the Marketo MCE Prep Course


The entry-level certification is $95, and the advanced level costs $225.

Length of certification

The exam is valid for two years.

NetSuite Administrator

As a customizable CRM, Oracle’s NetSuite is geared toward large businesses and includes multiple tools, such as ERP, financial management and inventory management capabilities.

Who is it for?

NetSuite certification is for professionals who routinely work with Oracle’s customer database. NetSuite’s consultants can gain additional clients with the NetSuite Administrator certification, especially those who help customize enterprise CRM and ERP. IT professionals can also benefit from a NetSuite certification.

Skills needed

  • CRM customization
  • ERP customization
  • Financial management
  • Inventory management


This certification costs $250.

Length of certification

Individuals who complete the NetSuite certification will need to get recertified by passing an exam every three years.

Salesforce Administrator

Salesforce Administrator

A Salesforce certification is a globally accepted credential. You can use the certification to compete for jobs and promotions as a Salesforce expert, stay informed about Salesforce feature updates and climb the corporate ladder.

Who is it for?

Any business professional who uses a CRM regularly can benefit from a Salesforce Administrator certification. These roles may include benefits administrators, developers, architects, marketers and consultants.

Skills needed

Salesforce Certified Administrators:

  • Administrator (six to 12 months’ experience recommended)
  • Advanced Administrator (12 to 24 months’ experience recommended)
  • Salesforce Certified Platform App Builder (three to six months’ experience recommended)

Salesforce Certified Architects (more than five years’ experience recommended):

  • Application Architect
  • Data Architecture and Management Designer
  • Development Lifecycle and Deployment Designer
  • Identity and Access Management Designer
  • Integration Architecture Designer
  • Mobile Solutions Architecture Designer
  • Sharing and Visibility Designer
  • System Architect
  • Technical Architect

Salesforce Certified Consultants:

  • Community Cloud Consultant (two to five years)
  • Field Service Lightning Consultant (two to five years)
  • Marketing Cloud Consultant (12 months)
  • Pardot Consultant (12 months)
  • Sales Cloud Consultant (two to five years)
  • Service Cloud Consultant (two to five years)

Salesforce Certified Developers:

  • Commerce Cloud Digital Developer (three to six months)
  • Platform Developer I (three to six months)
  • Platform Developer II (two to four years)

Salesforce Certified Specialists:

  • CPQ Specialist (six to 12 months)
  • Marketing Cloud Email Specialist (six to 12 months)
  • Marketing Cloud Social Specialist (six to 12 months)
  • Pardot Specialist (three to six months)


Pricing ranges from $100 to $6,000.

Length of certification

Professionals must maintain Salesforce certifications annually to keep up with the software’s new feature releases (three updates per year). You must complete a Trailhead maintenance module every year to maintain your certification.


Zendesk provides certifications for CRM and available support tools. Certification options include Zendesk Support Administrator, App Developer I, Guide Specialist, Explore CX Analyst, Chat Specialist and Talk Specialist.

Who is it for?

Zendesk certification is for sales professionals, customer support staff and small business administrators. Zendesk also encourages its users, partners and employees to complete certification.

Skills needed

For the most common certification, Zendesk Support Administrator, you need to have at least three months of experience as a Zendesk Support Administrator and complete the relevant practice exam. Zendesk lists the specific skills and training needed for other Zendesk certifications on its website.


Pricing starts at $350.

Length of certification

A Zendesk CRM certification lasts one to two years. After that, Zendesk will notify you when you need to recertify. For every recertification, you must take a new exam and pay an additional fee.

Zoho CRM

Zoho CRM offers a Certified Consultant certification; Zoho offers this free designation for users who exemplify excellence with clients while working within Zoho’s CRM. While the certification does not have the same recognition as Microsoft, HubSpot or Salesforce, it can be an avenue for Zoho users to generate revenue by providing CRM consulting.

Who is it for?

Zoho CRM certification is best for Zoho users who are interested in providing CRM consulting services for small businesses.

Skills needed

You should have proof of expertise in consulting with small business clients and hands-on experience with the Zoho CRM platform. You need at least three consulting clients that pay for Zoho CRM and pay you for Zoho CRM consulting. Once you have met this requirement, you can fill out this online form. When Zoho approves your business, Zoho’s website will list your business as a Zoho CRM Certified Consultant.


Zoho CRM certification is free.

Length of certification

Once you are approved as a Zoho partner, your certification lasts as long as you are in good standing with Zoho.

Although some CRM certifications are free, expect to spend a few hundred dollars for training and exams. CRM certifications are available for all experience levels.

Is CRM certification right for you?

Although the seven certifications above are great options, you will ultimately need to align your credentials with the career and promotion opportunities that interest you. Ask yourself these questions to determine whether CRM certification is right for you:

  • Will a CRM certification benefit you? If you are investing your own time and money, weigh the pros and cons of a CRM Will the accreditation make you more competitive in the job market? Is a promotion available after you become certified?
  • Which CRM platform would you be using? First, choose a CRM if you have not done so already. If you are already using a CRM, start with a certification for that specific platform. Not sure where to start? The top certificate is Salesforce Administrator. You will also have multiple job opportunities by getting certified with HubSpot, Zendesk CRM or Dynamics 365.
  • How much time and money are you willing to spend? Make sure you can invest both money and time in a CRM certification. If you are already working with a CRM, will your employer help with the cost as a business expense? Before starting a CRM certification program, you should research the requirements and prepare for additional expenses, such as training, study guides and recertifications.
  • Are you in need of new, marketable skills? If you become certified, you can seek out opportunities that allow you to use your advanced CRM knowledge. Increasingly, CRM skills are becoming a requirement among relevant job listings, so getting certified helps vet your expertise to recruiters. If you are in a dead-end career or haven’t been successful in the job market, certification in a popular CRM can provide lucrative opportunities.
  • Do you already have hands-on experience? Although CRM certification is becoming an increasingly valuable credential, remember that companies still prefer to hire employees with hands-on CRM experience. Therefore, rather than being just a line on your resume, CRM certification should supplement your real-world experience.
Sun, 12 Nov 2023 09:59:00 -0600 en text/html
Salesforce and Ministry of Education Collaborate to Empower Next Generation

Salesforce, the leading AI CRM platform, has joined forces with the Ministry of Education in India to revolutionize education through Trailhead, Salesforce’s free online learning platform. This strategic collaboration aims to equip 100,000 students in India with Salesforce skills by 2026, fostering a new wave of talent in the Salesforce ecosystem.

In alignment with global objectives outlined by IDC, which predicts the creation of 11.6 million jobs and $2.02 trillion in business revenues in the Salesforce economy between 2022 and 2028, Salesforce is actively engaging with academia in India. The primary focus is to bolster the availability of skilled talent through a comprehensive program that combines industry-relevant content, “train-the-trainer” initiatives, mentorship, employment connections, and Salesforce-supported virtual internships.

The collaboration emphasizes the creation of National Occupation Standard-recognized course content, ensuring that the learning modules align with industry standards. The program extends beyond conventional education, incorporating mentorship opportunities, connections to potential employers, and practical virtual internships supported by Salesforce. The content on Trailhead will be customized based on the specific requirements of programs established by the Ministry of Education, affiliated departments, organizations, and agencies.

“India’s race toward technological dominance is inextricably intertwined with the depth of its talent pool, digital adoption and the scope of technological innovation with a long-term focus on global reach. Talent is at the core of this journey, and with over 500,000 software engineers and technologists graduating each year, India is posed to be a global hub for tech talent. I’ve always believed in the immense talent opportunity that India offers, but no amount of talent will make a difference unless it is properly skilled. Hence, we are delighted to be partnering with the Ministry of Education, supporting skilling and leveraging the power of collaboration to drive change,” said Arundhati Bhattacharya, CEO and Chairperson, of Salesforce India.

“The Ministry of Education’s Department of Higher Education has decided to offer industry-related courses on the SWAYAM platform in collaboration with Salesforce with an objective to increase the employability of the students. By combining our resources, expertise, and network, we can create a comprehensive program that empowers students with the skills they need to succeed in the job market. I believe that this collaboration will not only benefit individual students but also contribute to the overall growth of any person participating in these courses,” said Govind Jaiswal, Joint Secretary, Department of Higher Education, Ministry of Education.

The collaboration is bridging the gap between education and industry needs, Salesforce’s collaboration with the Ministry of Education marks a significant step towards empowering the next generation of Trailblazers in India. The initiative not only aims to skill 100,000 students but also contributes to the broader global vision of a thriving Salesforce economy driven by artificial intelligence. This comprehensive approach ensures that learners receive practical, industry-relevant training, laying the foundation for a skilled and dynamic workforce in the years to come.

Thu, 16 Nov 2023 14:35:00 -0600 en-US text/html
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8 Best Proposal Management Software of 2023

Navigating the complexities of proposal management can be a stressful task for businesses of all sizes. Proposal management software streamlines this process, offering tools to create, send, track and manage proposals efficiently. In a market brimming with diverse options, selecting the right software can significantly impact your team’s efficiency, accessibility, collaboration and client engagement.

Here are the top 8 proposal management software of 2023, providing you with a detailed comparison to help you make an informed choice.

Jump to:

Top proposal management software: Comparison table

Before we dive into the specifics of each software, let’s see how they stack up against each other based on key features and pricing. Remember, no single tool is a one-size-fits-all solution; each has its unique strengths and limitations.

Software E-Signature Integration Custom branding CRM integration Interactive quoting Starting price Free trial
Honeybook Yes Yes Limited No $8/month 7 days
PandaDoc Yes Yes Yes Yes $19/user/month 14 days
DocuSign Yes Limited Yes Limited Contact for quote 30 days
Better Proposals No Yes Yes No $13/user/month 14 days
Proposify Yes Yes Yes Yes $49/user/month 14 days
Qwilr Yes Yes Limited Yes $35/user/month 14 days
Loopio Limited Yes Yes No Contact for quote Contact for length
Jotform Yes Limited No No $34/month Free forever included

Honeybook: Best for small businesses and freelancers

Honeybook logo.
Image: Honeybook

Honeybook is more than just proposal management software; it’s a holistic client management platform that’s particularly well-suited for small businesses and freelancers with centralized features that enable its users to run their businesses in one place. Its intuitive design and comprehensive set of features make managing proposals, contracts and client communications a breeze.


In addition to a 7-day free trial, it has three paid plans: the Starter plan, which costs $8 per month: the Essentials plan, which costs $16 a month and the Premium plan which costs $33 per month. These are the prices if you choose to be billed annually, and are 50% off.


Honeybook online contracts screenshot.
Image: An online contract in Honeybook.
  • Professional online contacts (Figure A) to create, customize and virtually sign contracts.
  • Online payments using hassle-free click-to-pay features.
  • Automated workflows to streamline your business processes and save time.


  • User-friendly interface, making it accessible even for those with limited technical expertise.
  • Ability for users to manage all aspects of client interaction in one place.
  • A supportive community of users and a responsive customer support team.


  • May have limited feature sets for larger businesses or those with rather complex.
  • Is currently unavailable beyond the USA and Canada.


Honeybook offers integrations including QuickBooks, Gmail, Calendly, Facebook and Zapier.

Why we chose Honeybook

Honeybook’s all-encompassing approach to client management, combined with its user-friendly interface, makes it a compelling choice for businesses looking for an end-to-end business management solution. It combines invoice, contract and payment features in its proposal software to ensure small businesses interact with their clients seamlessly.

For more information, read our full Honeybook review.

PandaDoc: Best for versatility and integration

PandaDoc logo.
Image: PandaDoc

PandaDoc is a proposal management software tool that enhances the creating, sending, tracking and managing of professional proposals and other business documents. It’s a  versatile tool with comprehensive integration capabilities that serves businesses of varying sizes and simplifies the creation, management and tracking of proposals.


PandaDoc has three paid plans, the Essentials, Business and Enterprise plans. While the Enterprise plan requires you to contact PandaDoc for a quote, the Essentials and Business plans cost $19 and $49 per seat per month respectively, when billed annually.


Screenshot of PandaDoc drag and drop proposal.
Image: Drag and drop proposal in PandaDoc.
  • Drag-and-drop (Figure B) document editor to seamlessly build proposals.
  • Content library for saving formats, text blocks, layouts and more.
  • Real-time notifications for when and how a recipient interacts with a proposal.


  • Highly flexible and customizable.
  • In-depth tracking and analytics features.
  • Multi-language support and a wide range of integrations.


  • PandaDoc’s advanced features may introduce a learning curve.
  • Higher base price, which may price out small teams.


The tool offers a wide range of integrations, the most popular being Pipedrive, Stripe, PayPal, Zoho, HubSpot and Square.

Why we chose PandaDoc

PandaDoc’s adaptability and rich feature set make it worth considering for businesses seeking a scalable and integrable proposal management solution. Its drag-and-drop document editor in particular stands out as it makes creating proposals user-friendly.

DocuSign: Best for secure and compliant proposal management

DocuSign logo.
Image: DocuSign

DocuSign is renowned for its robust e-signature solution, but it also offers a comprehensive proposal management system. With solutions across use cases like legal, HR, procurement and sales, it offers two contract management products and a couple of electronic signature products that strengthen compliance and uncover answers to key business operations faster.


Its contract lifecycle management software and enterprise plans require prospective clients to contact DocuSign for a quote.


Screenshot of DocuSign eSignature.
Image: Creating a signature in DocuSign.
  • Secure e-signature (Figure C) technology ensures that proposals are signed legally and securely.
  • Advanced security features protect sensitive proposal information.
  • AI and analytics lower risk, save time and uncover opportunities.


  • DocuSign is known for its strong security and compliance measures.
  • The platform’s ease of use makes proposal management efficient.
  • The software includes 400+ integrations with other business tools.


  • Focus on risk, security and compliance might make it less flexible for some users.
  • CLM software pricing isn’t publicly listed.


DocuSign integrates with 400+ products including Stripe, Oracle, Zoom, Google and a variety of CRM systems, including Salesforce and Microsoft Dynamics.

Why we chose DocuSign

DocuSign’s emphasis on security and compliance, combined with its powerful e-signature technology, already makes it a great choice. However, its simplicity is also as compelling a reason as any to choose it as it remains easy to use for the user and their contact.

Better Proposals: Best for simplicity and ease of use

Better Proposals logo.
Image: Better Proposals

Better Proposals is a proposal management tool that stands out for its simplicity and user-friendly interface. Its simplicity is underpinned by drag-and-drop tools as well as pre-designed templates to make proposal management as friendly as possible. Businesses like agencies, SaaS teams, sales teams and freelancers will feel right at home with this focused and straightforward software for proposals.


Billed annually, Better Proposals offers the Starter plan at $13, the Premium plan at $21 and the Enterprise plan at $42, all per user per month.


Screenshot of Better Proposals template.
Image: Choosing a template in Better Proposals.
  • Simple proposal editor allows for quick and easy proposal creation.
  • 200+ templates (Figure D) that cater to different industries and proposal types.
  • Proposal tracking features which provide insights into how recipients interact with proposals.


  • Better Proposals is extremely easy to use, even for non technical users.
  • The platform offers a wide range of customizable templates.
  • Real-time tracking provides valuable insights into proposal engagement.


  • It may lack some advanced features found in more robust proposal management tools.
  • The simplicity of the tool might not meet the needs of larger businesses with complex proposals.


While Better Proposals may not offer as extensive a range of integrations as some other tools, some of its integrations include Zapier, Stripe, PayPal, HubSpot, Pipedrive, Asana and Salesforce.

Why we chose Better Proposals

We chose Better Proposals for its user-friendly interface and straightforward proposal management capabilities. Its intuitive platform makes it a popular choice for small businesses or those new to proposal management looking for an easy-to-use solution with effective tracking capabilities.

Proposify: Best for streamlined proposal workflows

Proposify logo.
Image: Proposify

Proposify is a proposal management software designed to simplify and streamline the process of creating, sending and tracking proposals. It’s particularly well-suited for teams that require a collaborative approach to creating proposals, offering a range of tools that facilitate teamwork and efficiency. With its user-friendly interface and powerful features, Proposify aims to transform the often-tedious task of proposal writing into a more manageable and even enjoyable experience.


Proposify offers two plans, Team and Business. The Team plan is billed at $49 per user per month, while the Business plan requires you to contact the company for pricing information.


Screenshot of Proposify template.
Image: A template in Proposify.
  • Intuitive document editor for creating visually appealing documents.
  • Collaboration features for teams to work together efficiently on proposals.
  • A variety of templates (Figure E) to instantly deliver engaging and comprehensive proposals.


  • Intuitive design tools for creating impressive documents without design expertise.
  • Expert-level customization and training services for maximizing the visual impact of sales documents.
  • Robust suite of design tools to craft high-quality proposals.


  • Inability to save custom templates for future use.
  • No undo function.


Proposify integrates with a variety of CRM and sales tools, with notable ones including Salesforce, HubSpot, Stripe and QuickBooks.

Why we chose Proposify

Proposify was selected for its comprehensive set of features for creating high-quality proposals and streamlining proposal workflows. Its user-friendly design tools, coupled with expert customization services, make it an ideal choice for businesses aiming to enhance their proposal aesthetics and effectiveness.

Qwilr: Best for interactive and engaging proposals

Qwilr logo.
Image: Qwilr

Qwilr stands out in the sales proposal management software market with an innovative approach to creating proposals that, instead of making traditional documents, Qwilr enables users to create interactive, web-based proposal pages that can include multimedia elements and interactive pricing tables. This modern take on proposals not only enhances the visual appeal but also engages potential clients in a more dynamic way, setting the stage for a memorable first impression.


Qwilr has two plans, Business and Enterprise.The Business plan costs $35 per user per month, while the enterprise plan costs $59 per user per month, both billed annually.


Screenshot of Qwilr interactive proposal.
Image: A web-based propsal in Qwilr.
  • Interactive (Figure F), web-based proposal page capabilities.
  • Multimedia and interactive pricing table integration.
  • Customization with brand colors and fonts.


  • Interactive proposals provide a modern and engaging client experience.
  • Multimedia integration enhances proposal appeal and effectiveness.
  • Customization options ensure brand consistency and professionalism.


  • Web-page format may not suit all types of proposals.
  • Some users may prefer more traditional, multi-page proposal formats.


Qwilr integrates with a range of productivity and CRM tools, including Slack, HubSpot, Zapier, Stripe, Pipedrive and Salesforce.

Why we chose Qwilr

We chose Qwilr its innovative approach to proposal creation, transforming traditional documents into interactive web pages. Its emphasis on a modern digital experience aligns with today’s sales strategies.

Loopio: Best for RFP automation

Loopio logo.
Image: Loopio

Loopio is a robust proposal management platform that uses AI to automate the RFP (Request for Proposal) process. It’s suitable for organizations that regularly deal with complex RFPs and need to manage a large volume of content efficiently. Loopio’s platform is built around a central library where responses to common RFP questions are stored and easily accessible, making the proposal process faster and more consistent.


Loopio offers four plans, Essential, Plus, Advanced and Enterprise. Each plan requires business owners to contact them for a quote.


Loopio magic screenshot.
Image: Magic answer automation tool in action.
  • Structured content library for efficient proposal writing.
  • Built-in proposal automation software, like Magic (Figure G) which automates answers.
  • Proactive outreach to customers before RFP requests.


  • Content library structure streamlines the proposal creation process.
  • Automation features save time on repetitive RFP questions.
  • Enables proactive customer engagement, offering a competitive edge.


  • Focus on RFP responses may not suit traditional sales processes.
  • Content library requires regular updates and management.


Loopio’s key integrations include Salesforce, Slack, Microsoft Dynamics 365, Sharepoint, OneDrive, Google Drive and Okta, among others.

Why we chose Loopio

Loopio was chosen for its AI-driven tools that automate the RFP response process, making it a powerful option for sales teams. Its proactive outreach capabilities and structured content library provide a strategic advantage in the proposals landscape.

Jotform: Best for customization and flexibility

Jotform logo.
Image: Jotform

Jotform is a versatile online form builder that extends its capabilities to proposal management. Known for its high degree of customization and flexibility, Jotform allows users to create tailored proposal forms that can be embedded into websites or sent directly to clients. Its drag-and-drop interface makes it accessible to users of all skill levels and the platform’s adaptability makes it suitable for a wide range of industries and business sizes.


Besides a free plan, Jotform offers four other plans: Bronze, Silver, Gold and Enterprise. The Bronze plan costs $34 per month, the Silver plan costs $39 per month, the Gold plan costs $99 per month and the Enterprise plan’s pricing isn’t listed.


Screenshot of Jotform proposal template.
Image: A business proposal template in Jotform.
  • Drag-and-drop form builder for easy proposal form creation.
  • Extensive library of templates (Figure H) and widgets to enhance proposals.
  • Advanced customization options for branding and unique proposal requirements.


  • High degree of customization caters to specific business needs.
  • User-friendly interface simplifies the proposal creation process.
  • Versatile platform suitable for various industries and business sizes.


  • Advanced features and integrations are limited to higher-tier plans.
  • Some users may prefer dedicated proposal management software with more focused features.


Jotform offers 100+ integrations, with some of the most popular including Slack, PayPal, Google Sheets, Zoom, HubSpot, Mailchimp and Google Calendar.

Why we chose Jotform

We chose Jotform for its exceptional customization capabilities and vast free proposal creation resources. Jotform has a free online proposal creator that customizes PDF templates without any coding. Additionally, it’s the only tool on this list that offers a free plan with all the product features included. However, the free plan is limited to five forms.

Key features of proposal management software

When selecting proposal management software, it’s crucial to consider the features that will most significantly impact your business’s proposal process. Here are some of the key features to look out for and why they matter:

E-signature integration

The ability to sign documents electronically streamlines the approval process, reducing turnaround times and eliminating the need for often frustrating and time-consuming physical paperwork. Organizations looking to expedite their deal-closing process treasure this feature. Teams that carry out interactions with their potential clients remotely will also have this as a non-negotiable feature.

Custom branding

It’s important for businesses to infuse their proposals with their unique identity. That’s what custom branding allows them to do by creating a professional and cohesive look. Any business that wants to leave a lasting impression on its clients will consider this feature essential.

CRM integration

Integrating proposal management software with a customer relationship management (CRM) system can significantly enhance efficiency. This integration allows for seamless data transfer, better tracking of client interactions and a more personalized approach to proposal creation.

Interactive quoting

Interactive quoting enables potential clients to adjust quantities, select different options and see pricing changes in real-time. This feature not only enhances the user experience but also empowers clients to make informed decisions.

Multi-language support

For businesses operating in a global marketplace, multi-language support is non-negotiable. It ensures that proposals can be created and understood by clients across different regions, breaking down language barriers and ultimately expanding market reach.

API access

API access gives the flexibility to integrate with other systems and customize the software based on your business needs. It’s particularly important for businesses that need custom workflows or want to connect with niche tools and platforms.

How do I choose the best legal proposal management software for my business?

To ensure you choose the correct proposal management software for your business, there are a number of considerations to guide you through the decision-making process. Firstly, you should assess your needs by considering the size of your team, the volume of proposals you handle and any unique challenges you face in the proposal process.

Then take into consideration your current workflow and how a proposal management tool can enhance it. Evaluate the features that are non-negotiable for your business. Make a list of must-haves versus nice-to-haves and then set a budget and determine how much you’re willing to spend. However, remember that while cost is a factor, the right tool can provide a significant return on investment through time saved and increased conversion rates.

Make sure to also be aware of the experiences of others by looking for reviews and testimonials from businesses similar to yours and paying attention to comments about customer support, ease of use and overall satisfaction.

Additionally, use free trials to test the software in your real-world environment where possible — as most proposal management software offer free trials — and consider software that’s able to handle an increasing volume of proposals and adapt to your evolving needs. Finally, choose a tool that has robust security measures in place, especially if it involves sensitive client information and e-signatures. Combining these considerations will certainly help you choose software for proposals that’s right for you.


For this list of proposal management systems, we compared eight popular tools across their features, prices, pros and cons. This comparison was powered by the capabilities and integrations they listed on their websites and Verified user reviews to gauge how real-world users responded to the software for proposals. We then tested a number of the tools for a practical experience of the features and ease of setup and use to further inform our findings.

Mon, 13 Nov 2023 13:46:00 -0600 en-US text/html
Pa.’s apprenticeship program can help both companies and workers No result found, try new keyword!Pennsylvania’s dedicated Apprenticeship and Training Office helps nonprofit and training organizations develop registered apprenticeship programs. Tue, 14 Nov 2023 02:16:00 -0600 en-us text/html Salesforce Report Highlights Importance of Data in the AI Revolution

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Data has long been vital to the success of business initiatives. However, with the meteoric rise of artificial intelligence (AI) data has become even more important. Salesforce, a leading cloud-based CRM platform, in collaboration with Tableau, released its inaugural State of Data and Analytic report.

One of the roadblocks in realizing the full potential of AI is to manage and leverage data for business needs. According to Salesforce Chief Data Officer Wendy Batchelder, “The AI revolution is actually a data revolution, and a company’s AI strategy is only as strong as its data strategy, with trust at its core.” 

The Salesforce report was compiled by surveying over 11,000 information technology, analytics, and line-of-business leaders across 18 countries to discover how businesses are navigating the rapidly evolving AI landscape. 

A Strong Data Foundation Fuels AI

Advances in AI are moving fast, and data management teams are feeling the pressure to supply algorithms and high-quality data. Almost 9 in 10 (87 percent) of IT and analytics leaders believe that the rise of AI makes data management a higher priority.

Over nine in 10 (91 percent) business leaders say generative AI would benefit their organization, however, they are concerned about their organization’s ability to capture generative AI value. Early adopters of generative AI are already seeing positive results such as improvement in customer satisfaction. It’s not surprising that the early success of some organizations has resulted in over three-quarters of business leaders (77 percent) fearing their company is missing out on generative AI’s benefits. 

According to the report, a major roadblock to deriving maximum value for generative AI is the lack of a united data strategy that integrates generative AI into the existing tech stack. Eighty-six percent of respondents believed the AI outputs are only as good as the data inputs. There are also some ethical concerns about the use of AI and uncertainty about generative AI bias that can potentially lead to inaccurate results. 

The report highlights the importance of data maturity as a sign of AI preparedness. Organizations that have higher data maturity have a more positive assessment of their organization’s data quality, technology infrastructure, and AI strategy. 

(Kostyantyn Skuridin/Shutterstock)

Data’s Full Potential Remains Elusive

While business leaders realize that data is the key to getting AI benefits, there is significant misalignment between data strategy and business goals. According to the report, many line-of-business leaders (41 percent) believe that their data strategy has either partial or no alignment with business objectives. Similarly, 37 percent of analytics and IT leaders also see room for improvement. 

The core reasons for this disconnect include the lack of shared KPIs across teams, dealing with overwhelming volumes of data, and security threats. Technical and line-of-business leaders are concerned that integrating new data sources could increase security vulnerabilities. 

The lack of data visibility could be a reason why business leaders are concerned about security threats. Nearly half (45 percent) of analytics and IT leaders say that they have partial or no visibility on how data is used within their organization. 

The teams closest to data, including the analytics and IT teams, have the highest confidence (57 percent) in data quality. This shows an opportunity to instill data confidence across other teams including marketing, sales, and service teams.

The Road to Data and AI Success is Winding

Building confidence in data accuracy is more than just a technical fix – it requires a shift in mindset. There needs to be a collective change in behaviors and beliefs about the importance of data. The good news is that analytics and IT leaders are taking action. Nearly eight in ten analytics and IT leaders plan to increase the budget for data training and development. 

The findings of the report show that data governance can play a key role in buying data trustworthiness with 85 percent of analytics and IT leaders using data governance to quantify and Improve data quality.

“Managing data is the most important action a business can take to successfully implement generative AI,” said Batchelder. “To effectively manage data, leaders must use data governance strategically and invest in a strong culture now more than ever.” 

The report indicates that analytics and IT leaders lean on cloud solutions to mitigate data gravity, which refers to the concept that data has mass as the mass grows larger it pulls additional resources making it more challenging and expensive to manage that data. 

Analytics and IT leaders are relying on better infrastructure (44 percent), using multiple cloud providers (41 percent), and employing decentralized or distributed data storage solutions (40 percent) to mitigate the threats of data gravity. 

Looking ahead, companies need to overcome several hurdles to unlock the full potential of AI. The Salesforce report indicates that business leaders are aware of the key challenges and understand what tools can help them succeed in leveraging the power of AI technology. 

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Fri, 03 Nov 2023 03:01:00 -0500 text/html
How Natural Language Understanding Can Streamline Your Data Preparation Costs

Sachin is the CEO and cofounder of Dataworkz, which uses AI-powered automation to take the slog out of building a data-driven enterprise.

Companies are shelling out an average of $12.9 million annually just to get their data on point.

Behind this number lies the struggle of juggling complex tools tailored for vast datasets and the dance of centralizing data pulled from a sprawl of sources. Then there's the pricey hunt for top-tier data experts, which digs the financial hole deeper. But what if there's a brighter way forward?

Amidst these data challenges, natural language processing (NLP) offers a promising solution. The appeal? Expressing intricate data tasks in simple terms. Just phrase your complex request in an easy sentence and let NLP do the heavy lifting in no time.

Let’s dig in to explore NLP’s true potential, challenges in adoption and making our way through the challenges.

The Promise Of NLP In Reducing The Data Preparation Costs

Think of NLP as the bridge between human conversation and machine understanding. It taps into machine and deep learning to sift through voice or text data, pulling out the core meaning.

So, when you tell a language model, like an LLM, something like: "Grab the customer data from Salesforce, merge it with account info, and show me accounts untouched for 60 days," it gets you. And it delivers.

How? Let's break it down.

• Text Preprocessing: This is where the model tidies up. It chops sentences into words, ditches the fluff like "is" and "are" and strips words down to their roots. So, "beginning" just becomes "begin."

• Chunking: It's like sorting candy. The model picks out the nouns, verbs and key phrases. These chunks are then stored, ready for the next step.

• Word Embedding: Machines love numbers. So, NLP turns words into number vectors. It's a bit like predicting what candy comes next in a sequence based on the current sweet.

And there you have it—from plain talk to machine action, all thanks to NLP.

Without NLP, executing such a request is tedious. Accessing Salesforce involves deep navigation and data exports, typically as CSV or Excel files. Merging data from other sources adds complexity, with discrepancies posing challenges. Additionally, ongoing training to maintain team proficiency increases costs.

Simply put, data preparation without NLP is both costly and time-intensive.

Challenges In Adopting NLP For Data Preparation

As transformative as NLP can be in reshaping data interactions, it isn't without its hurdles. For instance, Meta’s LLM was developed to condense academic papers, solve intricate mathematical problems and even draft Wiki-like articles. But just days after its launch, the company took it down. The reason? It began producing entirely fictional reports.

This incident underscores the vast potential—but also the challenges—of NLP. Key among these are:

• Hallucinations: Advanced LLMs, brimming with potential, can sometimes take unexpected detours, creating narratives not grounded in the provided data. Instead, they rely on flawed predictions or assumptions, leading to outputs that can be misleading.

• Data Misinterpretation: The backbone of LLMs is the enormous datasets they're trained on. But if that data is of questionable quality, the model's outputs can falter. Plus, the onus is on the user to be precise. A nebulous request can yield a response that, while correct on the surface, misses the user's intent.

For those seeking to tap into the promise of NLP, a careful and informed approach is essential.

Strategies To Overcome NLP's Challenges In Data Preparation

As the field of NLP continues to evolve at breakneck speed, accuracy stands as a critical pillar. To this end, industry experts have championed two groundbreaking techniques.

Keeping LLMs Grounded In Reality

RAG (retrieval-augmented generation) offers a compelling solution to the tendency of LLMs to sometimes "imagine" answers. Instead of letting these models fill in the blanks on their own, RAG taps into real-time or specific contextual data for its responses. Picture a corporate chatbot powered by RAG; it's like a well-informed executive always ready with the latest product details or other essential data. The outcome? Stakeholders are guaranteed up-to-date information every time.

Enhancing Precision

When dealing with vast datasets, there's no room for error. A robust approach starts by validating outputs on smaller datasets. Once the model proves its mettle, it's time to scale up, bringing RLHF (reinforcement learning with human feedback) into play. Here's how it works.

• Model Selection: It all begins with choosing the right foundation, be it the analytical might of BERT or the expansive creativity of a GPT variant.

• Reward Modeling: This step involves feeding the model-crafted text inputs, essentially teaching it to generate outputs that resonate with human intent.

• Integrative Feedback: Now, merge the insights from human feedback into the ongoing training. The aim? To fine-tune the LLM so its results mirror human expectations seamlessly.

By weaving these techniques into their operations, businesses can harness LLMs that not only grasp the intricacies of data but also deliver insights that are pinpoint accurate and perfectly in line with company goals.

NLP Makes Working With Data Easy And Cost-Effective

NLP, by translating human language for machines, automates half of the tasks once done manually, saving time and money. Businesses eyeing NLP must choose between a ready-made turnkey solution or a custom-built approach.

• Turnkey Solutions: Think of it as the plug-and-play option. For instance, a company that wants to simplify vendor interactions can use a turnkey NLP tool. Just ask, "What's the SLA for vendor XYZ?" and the answer is at your fingertips, without sifting through piles of documents. It's cost-effective, especially for organizations that need straightforward, immediate results.

• Full-Fledged Implementation: Imagine a major retailer like Walmart wanting a unique chatbot for their online storefront. This path involves building a system from the ground up. It's tailored, offering granular control and deep customization, but it requires a greater investment of time and resources. The payoff? A solution that perfectly aligns with specific business needs and nuances.

The choice between turnkey or custom-made rests on an organization's unique objectives and resources. Yet the overarching truth remains: NLP has the potential to significantly make working with data easier and cheaper.

Forbes Technology Council is an invitation-only community for world-class CIOs, CTOs and technology executives. Do I qualify?

Wed, 01 Nov 2023 02:00:00 -0500 Sachin Smotra en text/html
EDITED Announces EDITED Cartridge for B2C Commerce: Drive Conversion on High Traffic Web Pages on Salesforce AppExchange No result found, try new keyword!Comments on the News About Salesforce AppExchange ... or customizable apps and Salesforce-certified consultants to solve any business challenge. Additional Resources Salesforce, AppExchange ... Tue, 24 Oct 2023 19:49:00 -0500 Veeam announces updates to backup for salesforce on Salesforce AppExchange, the world's leading enterprise cloud marketplace

DUBAI, UAE: - Veeam® Software, the leader in Data Protection and Ransomware Recovery, today announced it has launched Veeam Backup for Salesforce v2, available on Salesforce AppExchange Veeam Backup for Salesforce eliminates the risks of Salesforce data and metadata loss from human, integration, and corruption errors. This newest version from Veeam — the #1 data protection provider — extends support for multiple clouds, provides greater security with single sign-on (SSO) and multifactor authentication (MFA), and provides a safe environment for testing and developing via sandbox seeding. Organizations can deploy on-premises or in the cloud, recover exactly what they need when they need it, and experience backup that is custom-engineered for Salesforce data and metadata.

Veeam Backup for Salesforce is currently available on AppExchange at

Veeam Backup for Salesforce    

Data loss is inevitable within an organization, so it’s important for organizations to protect themselves at all costs. This newest version builds on the success of Veeam Backup for Salesforce with its already powerful, rapid-recovery capabilities for IT departments and Salesforce administrators. It underlines why Salesforce data backup is critical to prevent data loss, ensures compliance and enables fast recovery by providing a comprehensive, purpose-built Salesforce backup solution that gives organizations the ability to recover from Salesforce data loss with speed and confidence.

New capabilities of Veeam Backup for Salesforce include:

  • Salesforce business applications: Extended support of the Salesforce platform, including Salesforce Government and Education Clouds, Field Service, CPQ, Person Accounts, and managed packages, is now part of data backup offerings to ensure critical field service data meets compliance and is protected when off-site.
  • Salesforce SSO and MFA: Enable role-based access for backup and restore operators via Salesforce to simplify and Improve the security of your systems. Audit trail will keep track of all the sensitive operations.
  • Sandbox seeding and enhanced restores: Restore to your sandbox with data from production or from another sandbox. Set alternate keys and get better controls over hierarchy restores. Enhance your company’s ability to test, develop and troubleshoot with the option to restore production data to your sandbox.    

Veeam Backup for Salesforce is a separate standalone paid product that is new to Veeam Data Platform. Available today from Veeam technology partners, Veeam Backup for Salesforce is sold in one- to five-year annual subscriptions, priced per user license. Veeam is currently offering promotional packages through December 31, 2023 for current customers.

Veeam Backup for Salesforce Community Edition is currently available. Community Edition provides fully functional free backup and recovery of Salesforce data for organizations with 50 Salesforce user licenses or less.

Comments on the News

  • “Reliability and consistency of protecting SaaS data is a key driver for improving data protection in 2023, according to the Veeam Data Protection Trends Report 2023. However, many organizations still don’t believe that Salesforce needs to be protected and that their data and metadata are safe in a cloud somewhere. We disagree – and so does Salesforce,” said Danny Allan, CTO at Veeam. “Veeam Backup for Salesforce bookings grew 195% quarter-over-quarter for Q3’23. With V2, we’re excited to continue to support our customers and partners in this shared responsibility to ensure that their business is kept running and critical data is both protected and quickly recoverable in case of human error, integration error or data breaches.”
  • “Veeam Backup for Salesforce is a welcome addition to AppExchange, as they accelerate business transformation for customers by backing up and quickly recovering Salesforce data and metadata in the cloud and on-premises," said Alice Steinglass, Executive Vice President of and General Manager, Platform at Salesforce. "AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”
  • “Our accurate study on the disconnect in SaaS data protection reveals that while most end-users recognize the importance of Salesforce environments and data, they find it challenging to safeguard these assets from the threat of data loss,” says Enterprise Strategy Group Practice Director Christophe Bertrand. “Veeam for Salesforce V2 provides essential features to mitigate this risk and enhance data and metadata protection at scale, making it an ideal solution for many organizations in need.”


About Salesforce AppExchange

Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. With more than 7,000 listings, 11 million customer installs and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge.

Additional Resources 

  • Like Salesforce on Facebook:  
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Salesforce, AppExchange, Government Cloud, Education Cloud, Field Service, CPQ, Person Accounts, and managed packages, and others are among the trademarks of, inc.

About Veeam Software

Veeam®, the #1 global market leader in data protection and ransomware recovery, is on a mission to help every organization not just bounce back from a data outage or loss but bounce forward. With Veeam, organizations achieve radical resilience through data security, data recovery, and data freedom for their hybrid cloud. The Veeam Data Platform delivers a single solution for cloud, virtual, physical, SaaS, and Kubernetes environments that gives IT and security leaders peace of mind that their apps and data are protected and always available. Headquartered in Columbus, Ohio, with offices in more than 30 countries, Veeam protects over 450,000 customers worldwide, including 73% of the Global 2000, who trust Veeam to keep their businesses running. Radical resilience starts with Veeam. Learn more at or follow Veeam on LinkedIn @veeam-software and X @veeam. 

Tue, 14 Nov 2023 22:04:00 -0600 en text/html
Why tech giants are hedging their bets on OpenAI No result found, try new keyword!Microsoft owns a 49% stake in OpenAI, having invested billions of dollars in the maker of ChatGPT. But the tech titan is also an investor in Inflection AI, which has a chatbot called Pi and is seen as ... Mon, 13 Nov 2023 08:28:00 -0600 en-us text/html

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