Resources & Downloads
Implementation guides, ROI calculators, success stories, and product marketing pitches to help you evaluate and deploy GTM Cloud solutions in your Salesforce org.
22 resources
22 resources
Duplication Manager: Complete Implementation Guide
Step-by-step setup for matching rules, merge workflows, and bulk deduplication. Includes field mapping templates and rollout checklist for enterprise orgs.
Guided Import: Admin Setup & Field Mapping Guide
Configure import templates, set up validation rules, and enable rollback for any Salesforce object. Covers Leads, Contacts, Accounts, and custom objects.
Field History Tracking: Configuration & Compliance Guide
Enable extended field history, configure retention policies, and build audit-ready reports. Covers all standard and custom objects with compliance best practices.
Custom Clone Configuration Playbook
Build clone templates for any Salesforce object. Covers related record cloning, field exclusions, picklist defaults, and multi-object clone chains.
Hierarchy Viewer Deployment Guide
Set up account and opportunity hierarchy visualizations. Includes permission set configuration, custom object support, and embedding in Lightning pages.
ROI Calculator: Data Quality & Deduplication
Quantify the cost of duplicate records in your org. Input your record volume, sales cycle length, and team size to estimate time saved and revenue recovered.
ROI Calculator: Import Automation Savings
Calculate hours saved by replacing manual data entry with Guided Import templates. Includes assumptions for error correction, re-entry, and admin overhead.
ROI Calculator: Compliance & Audit Readiness
Estimate the cost of compliance gaps and audit preparation time. Covers Field History, Document Uploader, and Notification Banner use cases.
How TechNova Eliminated 40,000 Duplicate Records
TechNova's RevOps team used Duplication Manager to clean 6 years of legacy data in under 3 weeks. Learn their matching strategy, rollout approach, and results.
Meridian Financial: Audit-Ready in 30 Days
A financial services firm used Field History and Document Uploader to pass a regulatory audit with zero findings. Full case study with timeline and outcomes.
Apex Logistics: 60% Faster Lead Conversion
Apex Logistics deployed Custom Lead Converter to standardize their sales handoff process. See how they cut conversion time and improved pipeline visibility.
Brightfield Health: Scaling Salesforce Across 12 Clinics
Brightfield used Guided Import and Custom Clone to onboard 12 clinic locations into a single Salesforce org. A blueprint for multi-site healthcare rollouts.
Duplication Manager — Product Overview & Pitch
Feature highlights, key differentiators, customer outcomes, and AppExchange listing details. Share with stakeholders evaluating data quality solutions.
Guided Import — Product Overview & Pitch
Everything you need to present Guided Import to admins, RevOps leaders, and decision-makers. Includes use cases, screenshots, and ROI talking points.
Field Comparison & Enrichment — Product Overview & Pitch
Concise overview of Field Comparison capabilities, enrichment workflows, and data quality outcomes. Ideal for business analyst and RevOps audiences.
Notification Banner — Product Overview & Pitch
Feature summary, targeting options, and use case examples for communicating inside Salesforce. Perfect for admins presenting to leadership.
Custom Clone — Product Overview & Pitch
Covers clone template configuration, related record handling, and productivity gains. Includes side-by-side comparison with native Salesforce clone.
Document Uploader — Product Overview & Pitch
Highlights secure file attachment workflows, permission controls, and compliance use cases. Designed for IT and compliance stakeholder conversations.
Field History — Product Overview & Pitch
Extended field history tracking beyond Salesforce limits. Covers audit trail depth, retention settings, and compliance reporting for regulated industries.
Hierarchy Viewer — Product Overview & Pitch
Visual account and opportunity hierarchy for Salesforce. Covers setup, custom object support, and use cases for enterprise account management teams.
Custom Lead Converter — Product Overview & Pitch
Standardize lead-to-opportunity conversion with configurable field mapping, auto-assignment rules, and conversion analytics. Built for high-velocity sales teams.
Unified Communication — Product Overview & Pitch
Centralize all customer communication history inside Salesforce. Covers email, SMS, and activity timeline consolidation for sales and service teams.
Need a custom implementation guide?
Our team can put together tailored documentation for your specific Salesforce setup and use case.