Implementing Salesforce Surveys and SPIFF (aka Salesforce Incentive Management)

The team has been busy over the past few months helping clients implement Salesforce Surveys (for NPS scores) and Salesforce Incentive Management!

For Salesforce Surveys the team has been a custom object and tracking so that the client team’s can follow-up as appropriate, and track that follow-up, with their promotors and detractors. This is for a healthcare benefits organization in the USA.

For Salesforce Incentive Management the team has been working with an organization in the USA that provides training programs for contractors. As such, there has been many different compensation plans in the past, and we have built the SPIFF system to support that. Now instead of the commission/compensation process taking days it can be handled in a few hours!

Starting 2026

Just started 2026 with meetings with client in Victoria (on Vancouver Island). A great way to start the year is meeting with clients, and friends, to see what is everyone thinking of doing in 2026. We are going to start to offer AI training to clients who want to know the pros, and cons, of AI and also how to prompt.

Cybersecurity Training

Our team recently completed a Cybersecurity Training Strategy Session. This allows our team to help identify what are the risks that companies may have (in the cyber/system/Internet world) and help to quantify those risks. From there, then we can work with other teams, including Client IT teams, to help protect against those risks!

Salesforce Marketing Cloud Proof of Concept

The Float into the Clouds team has been working with a government health body to help them evaluate using Marketing Cloud within their current architecture. This project could help that health body migrate from postal mailings for reminders to sending emails and SMS’s instantly once results are available. As part of this proof of concept we have been working on evaluating how to integrate Mulesoft with their current data architecture, and with Marketing Cloud!

We want to connect and learn more about your needs!