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Thriving as a Salesforce Consultant in an Uncertain Economy
In a world of economic uncertainty, Salesforce consultants stand tall, armed with the skills and adaptability needed to navigate any challenge. By proactively learning, networking, and adapting to change, they transform businesses and find success in the most turbulent of times. Join us as we explore how these tenacious professionals turn clouds of uncertainty into…
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Quick Text Warms Up Salesforce Users This Winter ’19
Several releases back, Salesforce introduced new productivity tools to help users with their repetitive tasks. The one we are featuring here is quick text; the other is Macros, which we’ll explore on another blog. Quick text allows users to insert a standard comment or note on a record to answer common questions or record quick…
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Why Choose Salesforce
Evaluating your next CRM Salesforce has built a reputation for being the #1 CRM Platform on the market. They continue to evolve and push the boundaries of technology, bringing amazing features to their customers. But Salesforce licenses are not cheap. No, not when you look at the up-front costs associated with purchasing licenses and implementation.…
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Using Trailhead for more than just Salesforce
Did you know you can find online lessons for far more than just Salesforce topics on Trailhead? For learning Salesforce it’s an amazing tool. But it even has non-Salesforce content such as Knowing yourself as a Leader Become a Great Manager Drucker School—Customer & Market Strategy And many others! Check out Trailhead and start your…
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How Do You Describe Salesforce?
“What Exactly Is Salesforce?” I sometimes run into people that have not heard of Salesforce. It doesn’t happen very often. But when I do, I try to figure out how to best describe what Salesforce is to them. Me: Salesforce is a Customer Success Platform that allows users to “easily log, manage, and analyze all…
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Where Are My Salesforce Report Formats In Lightning Experience?
If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning…
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Winter ’19 Brings Exciting Changes to Salesforce Health Cloud
We Predict Very Happy Health Cloud Users Salesforce is at it again! The Winter ’19 release is full of amazing new features and enhancements sure to delight any Health Cloud user. At least three times per year, Salesforce has a major release of new and updated functionality. Be sure to check out the Winter ’19…
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How To Set Up a New Salesforce Org
Have a New Salesforce Org? If you purchased a new Salesforce org, you may be wondering where to begin setting it up. In this blog we’ll explore a few of the essential areas to review and configure to help get you started. When you first sign into your new Salesforce org you will see that…
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Putting the Salesforce Shield Field Audit Trail to Use
Could your business use richer analytics? What about making use of the data you already have? Salesforce has done a fantastic job at helping Administrators get an idea of “who changed what,” especially in respect to data and configuration. Could your business use richer analytics? What about making use of the data you already have?…
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