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SFBEN

Salesforce Ben is a go-to resource for anyone working with Salesforce. Started in 2014, it began as a personal blog and has grown into a leading independent platform offering news, how-to guides, certification tips, and career advice for Salesforce professionals.

Whether you’re just starting out or have years of experience, you’ve probably read some of SFBen’s work!

BlueCloud’s founder, Alyssa, has written as an expert author for them many times, you can find some of her articles below.

Complete Revenue Intelligence for Salesforce

If you rely on Salesforce but feel like you’re still guessing which deals are real, this one’s for you. The blog walks through how to get clearer signals from your pipeline, track deal momentum without chasing reps, and finally see what’s really happening — not just what’s been logged. Take…

Lead to Cash: A Beginner’s Guide

This beginner’s guide breaks down one of the most important, but often messy, business processes: lead to cash. It walks through the full journey from lead generation all the way to payment and post-sale support, explaining how each stage ties together and why it matters. The article highlights how siloed…

A Complete Overview of Salesforce Billing

Salesforce Billing is a powerful extension of Salesforce CPQ that automates critical revenue workflows like invoicing, payment collection, and revenue recognition. It bridges the gap between sales and finance, helping businesses manage subscription models, consumption billing, and refunds all within Salesforce. With integrations for payment providers and customizable invoicing rules,…

Complete Guide to Salesforce eSignature Solutions

If you’re tired of chasing signatures and juggling tools, this guide breaks down which eSignature apps actually work with Salesforce and what makes them different. From heavyweight names like DocuSign and Adobe Sign to newer, fully native tools like S-Docs and Formstack, it compares features, integrations, and real use cases…

10 Salesforce CPQ Features You Should Know About

If your team’s using Salesforce CPQ but barely scratching the surface, this article highlights 10 features that can make quoting faster, cleaner, and less manual. It’s a practical guide to the tools most teams overlook like CPQ Favorites, Twin Fields, Guided Selling, and more, with real examples of how they…

Slick Document Generation App for Salesforce [In-Depth Review]

Need a doc gen tool that works with Salesforce but isn’t boxed in by its limits? This review looks at how PandaDoc blends drag-and-drop editing, e-signatures, and automation with just enough flexibility outside the platform. Ideal if you want polished, on-brand docs without fighting Salesforce formatting rules.

Salesforce Native Document Generation [In-Depth Review]

Creating polished docs straight from Salesforce doesn’t have to be clunky or manual. This article explores how teams can automate proposals, contracts, reviews and more without jumping between tools or risking outdated info. It’s a practical look at how to keep document workflows fast, secure, and on-brand, all within Salesforce.…

5 Ways to Improve Salesforce Release Management

Too many teams treat Salesforce releases as a checklist. What happens when something breaks in production? This article tackles issues like reference data, lack of automation, poor rollback options, and testing gaps. It shares five grounded ways to make release cycles faster, safer, and less manual, especially for teams working…

CPQ Deployments: 6 Tips from a Salesforce CPQ Specialist

Most teams underestimate just how complex CPQ deployments get, until they’re stuck untangling broken relationships between records, or wasting days on manual fixes. In this article, Alyssa shares hard-won lessons on what it really takes to manage CPQ changes at scale, covering tool selection, DevOps alignment, and ways to avoid…