Salesforce Consulting
We assess, critique and provide actionable solutions.
A Path Forward
Comprehensive Assessment
At LeedsSource, we won’t say we’ve seen it all, but it’s pretty darn close. We’ll give you a complete, informed critique of your current strategy and identify what works, what could be improved, and what to leave behind.
Plan Your AssessmentPlan Your AssessmentFeatures
Critical Analysis
We offer our expertise to assess your solution, good, bad, and ugly.
Strategy and Design
We’ll tailor a boutique strategy to fit your needs going forward.
Solution Deployment
We’ll work with you to bring our strategy to operational form.
Systemic Buy-In
We’ll coach, train, and assist to achieve organizational consensus.
Understanding WhoId & WhatId | Leads & Contacts | Salesforce Best Practices | LeedsSource Classroom
What's the difference between WhoId and WhatId in your Salesforce leads and contacts? Salesforce Admins need to watch to learn Salesforce best practices.
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