
Ryan Miller
Articles
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Dec 6, 2024 |
salesforceben.com | Mariel Domingo |Ryan Miller |Christine Marshall
If you’re not new to tech, you know that the word “database” is foundational. It is considered the backbone of information storage and access in nearly every system. But for most beginners, the term can seem abstract. Databases power the apps we use daily – from simply managing contacts on your phone to more complicated processes like tracking online orders. In this article, we’ll cover what exactly a database is and how it comes to life in Salesforce.
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Dec 6, 2024 |
salesforceben.com | Ryan Miller |Christine Marshall |Andreea Doroftei
Managing reports across different folders in Salesforce can become a tedious task, especially if you need to consolidate them for better organization. This guide will walk you through how to move multiple reports from various folders to a single destination folder using SFDX (Salesforce CLI) and metadata API. First, you need to identify the reports you wish to move.
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Dec 4, 2024 |
salesforceben.com | Ryan Miller |Christine Marshall |Andreea Doroftei |Mariel Domingo
Getting your deal team to use Salesforce consistently can feel like pushing a boulder uphill. Even when everything is set up perfectly, it still doesn’t work quite how they want it to and requires too much manual data entry. This challenge is particularly painful for private capital (e.g. venture capital and private equity firms) because strategic deal sourcing and relationship management are core to their success.
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Nov 5, 2024 |
irglobal.com | Ryan Miller
September 30, 2024Karen Lewis, Angie MonahanTechnology companies face unique challenges when it comes to state tax compliance, often encountering complex regulations that vary by jurisdiction. Not only do state tax economic nexus rules add layers of complexity for multistate operations, but many states have rigorous tax and regulatory frameworks that require businesses to navigate franchise taxes, employment taxes, and local business taxes as well.
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Jul 31, 2024 |
irglobal.com | Ryan Miller
After considering comments from taxpayers and tax professionals, the IRS has released an updated draft version of the 2024 Form 6765. This new draft requires significantly more information than is required on the current Form 6765 but is not as detailed as the proposed version released by the IRS in 2023.
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