Twistellar - Salesforce Summit Partner

Twistellar - Salesforce Summit Partner Salesforce Consulting and Implementation Practice.

Your sales team closes a deal in Salesforce. Your finance team logs the invoice in QuickBooks. And somewhere between the...
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

Most Salesforce implementations take months. Quick Start packages exist for exactly the cases where that timeline doesn'...
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

Salesforce is shifting from Marketing Cloud Account Engagement (MCAE) towards Agentforce Marketing.This isn't just a reb...
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

When Sales and Marketing operate on separate platforms, aligning insights and maximizing impact becomes an opportunity f...
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

When your business is built on spreadsheets and processes that have reliably worked for decades, modernizing your CRM ca...
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

Your tools work fine. They just don't talk to each other.That's the real cost of disconnected systems – not the tools th...
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

94% of business leaders say they could get more value from their data.For most Salesforce users, that gap starts with re...
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

Agentforce Service Agents are one of the most talked-about Salesforce releases in recent years, and for good reason.Sett...
27/04/2026

Agentforce Service Agents are one of the most talked-about Salesforce releases in recent years, and for good reason.

Setting one up, though, involves more moving parts than most people expect. There are configuration dependencies that aren't always obvious, and skipping one step means the Agent either won't work or won't be created at all.

We put together a complete step-by-step guide covering the full Service Agent build:

• Creating the Autolaunched Flow and Agent Actions
• Configuring the Agent and managing permissions
• Setting up Omni-Channel routing
• Deploying the chat widget on your website.

The end result is a working Service Agent that handles customer requests via website chat and creates cases in Salesforce automatically, without a human in the loop.

If you're exploring Agentforce or already mid-setup, this guide is worth bookmarking. 🔖

Full guide:
https://twistellar.com/blog/how-to-create-salesforce-agentforce-service-agent

RingRing, a Belgian communications tech company with over 30 years in the CPaaS space. Their platform Naxai handles mass...
16/04/2026

RingRing, a Belgian communications tech company with over 30 years in the CPaaS space. Their platform Naxai handles massive SMS, RCS, voice, and email traffic for businesses across healthcare, banking, insurance, and beyond.

RingRing already had a strong product and clear market value. Nothing was broken.

But when their sales team kept hearing the same thing from prospects – "We live in Salesforce. Can it work from there?" – there was an obvious opportunity to make Naxai even stronger.

That's often when custom Salesforce development makes the biggest difference. Not to fix problems, but to unlock greater advantages.

We designed and built a Salesforce connector for their CPaaS platform Naxai from the ground up:

— Select individual contacts or groups directly inside Salesforce
— Send SMS via Naxai's infrastructure without leaving the CRM
— Track delivery statuses in real time
— Sync inbound replies back automatically

The connector, released with full installation documentation, is now a commercial feature of the Naxai platform, opening new sales opportunities and strengthening RingRing’s position in the CPaaS market.

David Andries, Principal Project Manager at RingRing, described the process of working with Twistellar as "flexible, responsive" with clear follow-up at every step.

If your product could deliver more value integrated directly with Salesforce – that's worth exploring.

📖 Full story here:
https://twistellar.com/case/custom-salesforce-development-for-communication-platform

Most US companies choosing a Salesforce partner face the same trade-off: local presence and compliance knowledge, or dee...
13/04/2026

Most US companies choosing a Salesforce partner face the same trade-off: local presence and compliance knowledge, or deep technical expertise at a reasonable rate. Rarely both.

Twistellar was built to address this need.

We're a Summit-level Salesforce partner, incorporated in Delaware, with a dedicated US Country Manager covering EST through PST. We know CCPA. We know SOX. And we've worked with American businesses across industries, from startups to growing enterprises, for years

Behind that local layer is a team of 110+ consultants with 440+ Salesforce certifications spanning every major cloud:

• Sales, Service, and Experience Cloud
• Marketing Cloud and Agentforce
• MuleSoft, Field Service, Revenue Cloud, and more

Learn more about our Salesforce consulting services and expertise in the US:

https://twistellar.com/salesforce-consulting-services/united-states

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