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TEAM ASCEND

April 27, 2022
Articles By TEAM ASCEND

Client Success: Ascend's Formula for Success

For a specialty chemicals company with nearly two decades of worldwide operations and nineteen manufacturing and trading entities, growth brought both opportunity and complexity. As the business expanded, Salesforce became a critical platform for managing customer data and ...

Top 8 Salesforce Consultant Tools: Confessions From the Field

When you spend your days inside Salesforce, the right tools can feel like secret superpowers. Forget the “official” product sheets — what matters most are the little extensions, websites, and shortcuts consultants actually rely on in the trenches. Our team recently compared ...

IT Infrastructure Assessment: Understanding Its Importance and Steps to Begin

Your IT infrastructure is the backbone of your organization — but it’s easy for hidden risks and inefficiencies to build up over time. Many teams don’t discover weaknesses until downtime, security issues, or growth bottlenecks force the issue. An IT infrastructure ...

New Phishing Threat Exploits Microsoft Direct Send

Imagine opening your inbox and seeing an email that appears to come from… you. No, it’s not a typo. It’s the latest tactic cybercriminals are using to trick employees and infiltrate organizations. At Ascend Technologies, our Security Operations Center (SOC) recently spotted ...

Go with the (Salesforce) Flow

December 31, 2025. That’s when Salesforce officially ends support for Workflow Rules and Process Builder. No more updates. No more fixes. No more “we’ll patch it in the next release.” Technically, your old automations might still function after that date… but let’s be ...

Client Success: Optimizing Field Sales with Real-Time Agent Data

For nearly 60 years, this licensed insurance agency has been a leader in the low-cost auto insurance market. Through its subsidiaries and predecessors, it has provided automobile insurance across many states, helping customers protect what matters most. With a deep history ...

Why Microsoft Licensing Isn’t a Security Strategy

Many organizations invest in Microsoft 365 for its productivity tools—and with licensing tiers like E3 or E5, there’s a perception that security is automatically “taken care of.” But while Microsoft offers a powerful suite of built-in security tools, licensing alone is not ...

Client Success: Unifying Sales and Marketing with HubSpot and Salesforce

For a leading technology services provider with a distributed team across the U.S., empowering clients through strategic tech enablement starts with ensuring internal alignment. As their business grew, so did the need for a better connection between their sales and ...

Client Success: Centralizing Community Impact for Greater Visibility

For a values-driven insurance company that champions dreams and opportunities, giving back isn’t just a priority—it’s part of the brand. With a mission to inspire, protect, and restore dreams, this organization backs its words with action, investing in communities, ...

6 Cybersecurity Steps to Protect Your M&A Deals

Mergers and acquisitions can be a powerful growth strategy, but they can also open the door to costly cyber risks if not managed correctly. From hidden vulnerabilities and unsecured third-party relationships to regulatory violations, ignoring cybersecurity during M&A ...

How Agentforce AI Supercharges Sales, Service & Marketing in Salesforce

Why Agentforce AI Use Cases Matter Let’s face it — AI sounds cool, but everyone wants to know one thing: “What can it actually do for me?” With Agentforce, the answer is: a lot. Whether you're supporting a sales team, leading a service desk, or running marketing ops, ...

How to Set Up Messaging for In-App & Web (MIAW)

Messaging for In-App and Web (MIAW) is a powerful new Salesforce product with many moving parts and setup dependencies across the platform. While Salesforce documentation provides the basics, this step-by-step guide offers key tips, configuration insights, and routing ...

Salesforce Summer '25 Release

Summer is heating up—and so is your Salesforce potential. The Salesforce Summer ’25 Release has arrived, bringing a wave of fresh features designed to boost productivity, sharpen insights, and keep your Salesforce instance running at peak performance. We’ve combed through ...

Client Success: Scalable Sales Success with Salesforce and Apollo.io

A leading national Network Services Company, known for designing, expanding, and maintaining critical telecom infrastructure, set out to build a modern, scalable sales foundation. With deep industry expertise across Wireline and Wireless Telecom, they knew success required ...

Agentforce + Einstein Trust Layer: Smarter AI, Safer CRM

👋 Meet Agentforce: AI That Works With You If you’ve ever dreamed of a digital coworker to handle repetitive Salesforce tasks, Agentforce is it. It’s Salesforce’s next-gen AI framework that enables autonomous AI agents to take action across your CRM—all while you remain in ...