Blogs
Here is what we’re thinking about. From data-focused thought pieces to informative demos, our experts write on what’s new in the technology consulting world.
Designing a Full Nonprofit CRM: Connecting Donors, Homeowners, and Programs in One Salesforce Org
Nonprofits running community programs often juggle a patchwork of systems: one for fundraising, another for case management, a spreadsheet for tracking home repairs. When we partnered with a nonprofit focused on neighborhood revitalization and home repair programs, the goal was to bring all of that under one roof in Salesforce.
Salesforce Field Service: Build Smarter and Scalable
Eigen X helps organizations move beyond disconnected spreadsheets and manual field service processes with Salesforce Field Service solutions that can launch quickly, support complex requirements, and scale as operations grow.
Introducing the Eigen X Organization Health Optimizer
The Eigen X Org Health Optimizer is a Salesforce org assessment designed to help organizations understand the current state of their Salesforce environment, identify technical debt, uncover optimization opportunities, and build a clear path toward stronger performance, adoption, governance, and return on investment.
The Dashboard Design Playbook: From Sketch to Screen
Get a sneak peak of Ajay’s presentation from Tableau Conference 2026!
Sessions We’re Excited About at the Agentforce World Tour New York
Sessions we’re excited to attend at the Agentforce New York World Tour 2026!
Streamlining Salesforce CPQ Discounts for a Smoother Quoting Process
One common challenge Salesforce CPQ users face is the Additional Discount field in the Quote Line Editor. This field accepts either a percentage or a dollar amount, yet many organizations base their approval rules on percentage discounts off the product’s list price. If a sales rep enters a dollar amount instead, the approval process can break down.
Maximizing Every Minute: How 1440’s Salesforce-Native Solutions Transform Digital Engagement and Operations
At Eigen X, we’re always on the lookout for innovative solutions that help our clients work smarter and faster. During a recent session with the team at 1440, we explored a powerful suite of Salesforce-native products designed to help organizations save time, reduce operational silos, and deliver seamless customer experiences. Here's what we learned—and why it matters for your business.
Unlocking the Power of Native Salesforce Apps with Blackthorn
At Eigen X, we’re always on the lookout for tools that can streamline digital transformation for our public sector, nonprofit, and higher ed clients. During a recent Lunch & Learn session, Dylan Dunn, Account Executive at Blackthorn, gave our team an in-depth look at how Blackthorn's native Salesforce applications are changing the game for events, payments, compliance, and SMS communication—all while keeping everything inside Salesforce.
Powering Digital Transformation with FormAssembly: What’s New and What’s Next
At Eigen X, we’re always focused on delivering scalable, secure, and user-friendly solutions to help our clients get the most out of their Salesforce investments. One of the tools that consistently supports that mission is FormAssembly, and our long-standing partnership with them continues to create value across industries.
Sessions We’re Excited About at the Agentforce World Tour DC
Sessions we’re excited to attend at the Agentforce DC World Tour 2026!
Taking Salesforce Security to the Next Level: What You Need to Know About Salesforce Shield
In today’s data-driven world, ensuring the security and compliance of your Salesforce environment is more important than ever. That’s why our recent Lunch & Learn focused on Salesforce Shield—a powerful security add-on suite designed to give organizations enhanced protection, visibility, and control over their data.
Transforming Government Services with Salesforce Public Sector Solutions (PSS)
In today’s rapidly evolving digital landscape, public sector agencies are under more pressure than ever to deliver fast, efficient, and personalized services. Whether it’s managing benefits, licensing, grants, or regulatory compliance, the need for modern, scalable solutions is critical. That’s where Salesforce Public Sector Solutions (PSS) comes in.
Digitizing the Public Sector: How Eigen X and airSlate Are Modernizing Government Workflows
In today’s fast-moving digital environment, public sector organizations are under increasing pressure to streamline operations, enhance service delivery, and meet ever-evolving compliance standards. At Eigen X, we’re helping government agencies meet those demands by combining agile delivery with best-in-class technology platforms like Salesforce and airSlate.
A New Way to Protect Your Data: Understanding Salesforce’s Database-Level Encryption
Salesforce has introduced a new security capability that allows organizations to encrypt the entire transactional database at rest with the Winter ‘26 Release. This is a significant update because it provides an additional, simpler path to protect sensitive information without the configuration and complexity traditionally associated with field-level encryption.
Revenue Cloud vs. CPQ: Key Differences
If you’re evaluating how to modernize pricing, quoting, and revenue operations, it’s important to understand the distinctions between Salesforce CPQ and Revenue Cloud.