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Building Workato Recipes With Purpose

This is article #3 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read article #1 here and article #2 here. Workato’s mission is to be an integration service with the power of an enterprise grade software and the simplicity of a DIY platform. In other words, Workato’s integrations are accessible to the nontechnical… Read more

Planning for Your Salesforce to Intacct Integration – Questions for SMBs & Nonprofits

This is article #2 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read article #1 here.   If you’re reading this post you are most likely already aware of the myriad benefits integration has for small to medium sized businesses and non-profits. If you are not, here’s a quick refresher: no more manual… Read more

Salesforce and Intacct: The Secret to the Perfect Sync

  Salesforce and Intacct are powerful tools for any SMB or non-profit arsenal – I’ve seen them in action at the amazing organizations we advise here at Venn Technology and the advantage is vast. But it takes more than just adapting the software, you have to know not only how to use them but also… Read more

Dreamforce 2015 – Top Takeaways

Dreamforce keeps getting bigger and better.  DF ’15 was no exception.  Here are the things we at Venn Technology found to be the biggest takeaways. WHOA! This marked my fifth time to attend Dreamforce.  There were 40,000 people at my first DF.  Prior to that the biggest business event I had been to had somewhere… Read more

What is the new Salesforce?

The New Salesforce Unless you have been hiding under a rock you have probably heard at least a little bit about “The New Salesforce” but may not know exactly what that means. On the surface some might say that “The New Salesforce” is simply a new user interface.  While that is partly true it is… Read more

Scheduled Actions in Salesforce Using Workato

Have you ever wanted to create scheduled actions in Salesforce? Time Based Workflow vs. Schedules Let me start with saying that Time Based Workflow is a great tool.  It allows you to do things like schedule a follow-up task two days after the creation of a new Lead or notify a sales manager when an… Read more

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