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          • Ideation & Roadmap Development
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          • Rescue & Rejuvenation
        • Salesforce Implementation
          • Discovery & Implementation
          • Data Strategy & Integration
          • Project Management
          • Training & Change Management
          • Salesforce Platform Governance
        • Managed Services
          • TruSummit Elevate
        • Claude & AI Consulting
          • AI Strategy & Implementation
          • AI Governance & Security
          • Claude + Salesforce Headless 360
  • Industries
        • Manufacturing
        • High Tech
        • Healthcare
        • Life Science
        • Transportation & Logistics
        • How TruSummit Modernized Quoting for Koppers with Salesforce Revenue Cloud

          Read the story →
  • Our Process
  • Resources
        • Client Success Stories
        • Blog
        • Deep Dives
        • News
        • Should You Wait on Salesforce Until Your ERP Is Stable?

          Read more →
  • About
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        • Careers
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        • TruSummit Solutions Announces Key Leadership Appointment, Director of Delivery Services

          Read more →
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mperry's Articles

TruSummit Solutions: From Spreadsheet Chaos to Salesforce: A Manufacturer’s CRM Migration Roadmap

  • By Micah Perry
  • Sep 21, 2026
  • Everything Salesforce
  • Salesforce for Manufacturing
  • 0 Comments
  • Everything Salesforce
  • Salesforce for Manufacturing
  • A Salesforce CRM migration is not primarily a data-transfer project. For mid-market manufacturers, it is an opportunity to define...
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    The Record Type Trick That’ll Make You Rethink Every Flow You’ve Built

    • By Micah Perry
    • Jul 24, 2025
    • Deep Dives
    • 0 Comments
  • Deep Dives
  • The Problem with Record Types If you have automations on Objects with Record Types, odds are, you have Flows...
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    How to Dynamically Set Einstein Bot Language in Messaging for In-App and Web

    • By Micah Perry
    • Dec 17, 2024
    • Deep Dives
    • 0 Comments
  • Deep Dives
  • When deploying Einstein Bots in Salesforce’s Messaging for In-App and Web, providing a localized and personalized experience for your...
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    Boosting Agent Productivity in Salesforce: Keeping Conversations in View with Pinned Regions 

    • By Micah Perry
    • Nov 22, 2024
    • Deep Dives
    • 0 Comments
  • Deep Dives
  • Salesforce’s new Messaging for In-App and Web feature offers a seamless way to engage customers across multiple channels, but...
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    A Consultant’s Best Kept Secrets: Salesforce Actions & Recommendations

    • By Micah Perry
    • Jan 30, 2023
    • Everything Salesforce
    • 0 Comments
  • Everything Salesforce
  • Did you know there is a really cool out-of-the-box Salesforce component that helps guide your users through a series...
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