Twistellar - Salesforce Summit Partner, Vestergade 17, 1, Copenhagen (2026)

18/06/2026

When your business sends technicians to people's homes, coordination is everything.

The client: a smart home automation company managing installation and service visits across multiple regions. Their challenge wasn't finding customers – it was managing what happened after the sale.

Before Salesforce Field Service, the team was dealing with:

• Manual scheduling across disconnected systems
• No real-time visibility into technician availability and location
• Service history scattered across spreadsheets and email threads
• Escalating customer complaints tied to missed or delayed appointments

After the implementation and customization Twistellar delivered:

→ Work orders, appointments, and service territories configured end-to-end
→ Technician mobile app rolled out with offline capabilities
→ Automated scheduling rules based on skill sets and geography
→ Customer-facing appointment confirmations and status updates

The result: a structured service operation with full visibility from first booking to job completion.

Full success story 👇

https://twistellar.com/case/salesforce-field-service-implementation-success-story

15/06/2026

Most Marketing Cloud Account Engagement (previously known as Pardot) users ask the same question when they hear about Agentforce Marketing: "Is this the right time to migrate?"

The short answer: it depends on what's holding your marketing team back today.

Agentforce Marketing makes a real difference when:

→ Your data is fragmented across multiple sources, and syncing is a constant headache
→ You need Einstein AI for predictive scoring and send-time optimization
→ Your team is running multichannel journeys (email + SMS + paid ads) and needs them to stay in sync
→ You want a single platform for B2B and B2C marketing without stitching tools together

It's worth waiting if:
→ Your current MCAE setup is stable, and your team is mid-campaign
→ Your Salesforce data model needs cleaning before migration adds complexity

We've mapped out both editions, the key feature differences, and what a realistic migration looks like.

Read the full guide 👇

https://twistellar.com/blog/marketing-cloud-next-vs-marketing-cloud-account-engagement

08/06/2026

🎉 Twistellar becomes an Accounting Seed certified partner

This milestone strengthens our ability to help organizations simplify accounting operations, improve financial visibility, and build scalable finance processes that grow with their business.

As an official Accounting Seed partner, Twistellar has access to enhanced training, product expertise, and direct collaboration opportunities that enable us to deliver even greater value to our clients.

Why do businesses choose Twistellar?

✔ Deep Salesforce and accounting technology expertise
✔ Tailored Accounting Seed implementations aligned with business goals
✔ Seamless integration of finance, sales, and operations processes
✔ Focus on long-term success, adoption, and scalability
✔ A trusted team committed to delivering measurable business outcomes

Whether you're evaluating Accounting Seed, planning an implementation, or looking to optimize your current setup, our team is ready to help you unlock the full potential of your Salesforce-based accounting ecosystem.

Learn more:
https://twistellar.com/blog/accounting-seed-certified-partner-twistellar

02/06/2026

Your sales team closes a deal in Salesforce. Your finance team logs the invoice in QuickBooks. And somewhere between the two, someone re-enters the same data manually.

That's the gap a Salesforce – QuickBooks integration is built to close.

There are three main approaches, and which one fits you the best depends on your setup:

1. Native QuickBooks connector (via AppExchange)
Best for: smaller teams, standard workflows, faster setup

2. Middleware integration platform (Zapier, MuleSoft, etc.)
Best for: custom logic, multiple systems to connect, flexibility at scale

3. Custom API integration
Best for: complex data models, high transaction volumes, non-standard fields

Each option has different trade-offs in cost, maintenance, and control. Twistellar breaks it all down – including which scenarios each approach handles best and what to watch for before you start.

Full guide 👇
https://twistellar.com/blog/salesforce-quickbooks-integration-options

28/05/2026

Most Salesforce implementations take months. Quick Start packages exist for exactly the cases where that timeline doesn't make sense.

If your business is ready to move – and the scope is clear – there's no reason to run a six-month project.

Twistellar's QuickStart packages cover the most common starting points:

• Sales Cloud QuickStart – core CRM, lead and opportunity management, basic automation
• Service Cloud QuickStart – cases, queues, knowledge base, email-to-case
• Marketing Cloud QuickStart (Growth & Advanced) – customer journeys, email automation, Einstein AI
• Experience Cloud QuickStart – customer or partner portal, self-service, and 26 more QuickStarts to choose from

Each package is fixed scope, fixed price, and delivered by a team that's done it before – with a discovery phase built in to protect the outcome on both sides.

Curious which one fits your situation?

Full breakdown here 👇
https://twistellar.com/salesforce-quick-start

26/05/2026

Salesforce is shifting from Marketing Cloud Account Engagement (MCAE) towards Agentforce Marketing.

This isn't just a rebrand. It's a platform shift.

Here's what's actually changing:

• MCAE was built for B2B lead nurturing with traditional email journeys
• Agentic Marketing adds native Data Cloud integration, Einstein AI, and unified customer profiles
• The Growth and Advanced editions replace the old tier structure with clearer feature bundles
• Journey Builder and engagement scoring now operate on real-time data – not batch syncs

If your team has been working around MCAE's limitations, this migration is worth evaluating sooner rather than later.

We've put together a detailed breakdown of what's different between the two platforms, who should consider moving, and what the transition actually involves.

Full comparison here 👇
https://twistellar.com/blog/marketing-cloud-next-vs-marketing-cloud-account-engagement

12/05/2026

When Sales and Marketing operate on separate platforms, aligning insights and maximizing impact becomes an opportunity for growth. Astreya, an AI-first global IT solutions provider, set out to enhance collaboration and gain deeper visibility into its customer journey by bringing its data and processes closer together.

To support this vision, Twistellar helped consolidate Astreya’s ecosystem onto a unified Salesforce platform. The team migrated Marketing from HubSpot to Marketing Cloud Account Engagement (Pardot) and seamlessly integrated it with Salesforce Sales Cloud, ensuring alignment across teams. All marketing assets were successfully transitioned, creating a cohesive and connected environment.

To further strengthen performance tracking and campaign effectiveness, the solution introduced improved tracking of marketing activities, better capture of customer data, and stronger connections with key advertising channels, along with automated processes to support renewals and ongoing customer management.

The project was completed ahead of schedule, equipping Astreya with unified data, enhanced funnel visibility, and a scalable foundation to support its continued growth and innovation.

Kasey Mortillaro, Director of Sales Operations, praised the engagement, noting, "The focus was always on building a long-term partnership rather than tracking minutes or chasing short-term wins."

We thank Kasey and Lauren for their trust and dedicated time to their feedback.

📖 Full case study 👇
https://twistellar.com/case/pardot-implementation-services-for-global-it-solutions-provider

07/05/2026

When your business is built on spreadsheets and processes that have reliably worked for decades, modernizing your CRM can feel like a big risk.

That was the case for Asset Management Consultants, a family-owned firm that recovers forgotten construction bonds and deposits across the US.

Two weeks after go-live on their new Salesforce Sales Cloud, the team is already:

• Finding information in seconds instead of hours
• Uncovering hidden recoverable funds they never knew existed
• Communicating with clients at scale for the first time

And the launch? Almost zero bugs.

Big thanks to Torry Rhett Huff and the whole Asset Management Consultants team for the trust!

Read the full success story here →
https://twistellar.com/case/salesforce-database-modernization-for-financial-services-company

05/05/2026

Your tools work fine. They just don't talk to each other.

That's the real cost of disconnected systems – not the tools themselves, but the time your team spends switching between them, re-entering data, and chasing down inconsistencies.

We built three Salesforce-native connectors to fix exactly that:

❤️ Online Fundraising Connector

For nonprofits and charities using OnlineFundraising – donor profiles, payments, subscriptions, and agreements sync automatically. Cancel or adjust payments directly from Salesforce without switching platforms.

💳 MobilePay Connector

Bring payment data from MobilePay (used by 4.5M+ people) straight into Salesforce. Contacts, payments, agreements, and charges sync automatically via webhooks – every minute, no manual refresh.

📊 E-conomic Visma Connector

Bidirectional sync between Visma E-conomic and Salesforce. Invoices, orders, products, and customer data stay consistent across both systems. Generate E-conomic orders from Salesforce opportunities in one click.

All three are €19.99/user/month, and come with a free installation service.

https://twistellar.com/apps

30/04/2026

94% of business leaders say they could get more value from their data.

For most Salesforce users, that gap starts with reports. Not because the data isn't there, but because picking the wrong report type means the right data never surfaces.

Salesforce has four core report types, and each one serves a different purpose:

• Tabular – simple record lists, like a spreadsheet
• Summary – grouped data with subtotals and averages
• Matrix – cross-tabular view for comparing data across two dimensions
• Joined – multiple report blocks combined into one view

Beyond these, custom report types let you build across objects and relationships that standard types don't cover.

We put together a full guide on Salesforce reporting: how to create reports and dashboards, manage access and permissions, choose the right chart type, and avoid the common pitfalls that lead to inaccurate or misleading data.

Full guide:
https://twistellar.com/blog/how-to-create-reports-in-salesforce

Twistellar - Salesforce Summit Partner

18/06/2026

15/06/2026

08/06/2026

02/06/2026

28/05/2026

26/05/2026

12/05/2026

07/05/2026

05/05/2026

30/04/2026

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