The Spring ’20 release of Salesforce is coming in mid-February 2020. Here are some of the new features that will make life easier for users, admins, and developers who use Salesforce on a daily basis.
Don’t for […]

Salesforce sandboxes are copies of your Production environment. A sandbox contains all the configuration, customization, apps and code (known as metadata) that you have made to your Production environment (where […]

The role of a Salesforce Administrator is wide and varied, depending on the skills of the person performing the role and the size/complexity of the organization. There is a basic set of tasks that must be done and […]

There have been plenty of celebrities that have used this famous saying to try to get preferential treatment at a restaurant, to get VIP treatment when shopping or to get entrance to an exclusive club. However, […]

We had an interesting challenge recently from one of our clients. They wanted to ensure their sales reps are calling Leads and Contacts at a convenient time during business hours. When contacting a potential new […]

Three times per year, Salesforce provides us with a host of new features across all the cloud products. Coming up soon is the Summer 19 release. Depending on where your Salesforce instance is located, the release […]

In this series of articles about Salesforce Automation, we have explained and demonstrated how each of the automation tools can be used and provided an example or two for each one.

The advantage of automated […]

Following on from the previous article on Salesforce automation tools, this time we cover automation using the brand-new Flow Builder tool (as released in Feb 2019). This replaces the Cloud Flow Designer tool t […]

The first Salesforce release for 2019 is now installed in your org, ready for you to take advantage of these exciting new features.
Sales Cloud Features
Pinned list views allow you to select your favorite list […]

Following our previous article on automation tools, this article covers automation using the Process Builder tool in more detail.

Process Builder is the newest Salesforce automation tool and it supports m […]

Following our previous article on Salesforce Automation Tools, this article covers automation using the Workflow tool in more detail.

Workflows are suitable for a single if/then statement that is triggered wh […]

A Salesforce Implementation can help migrate all your customer, sales and interactions data into one place and standardize business processes. This allows all sales staff to operate the same way, allows the […]

Deciding to store all your precious customer data in the cloud is a huge decision, one not to be taken lightly. Fortunately, when you choose a Salesforce Platform, the risk is not only significantly mitigated but […]

Three times per year, Salesforce release a new version of their products with a range of new features. These versions are named to reflect the up-coming seasons in North America. The next release is named […]

Ensuring the data in your Salesforce environment is accurate and up to date is a challenge for every organisation. To be able to make important decisions based on this data makes the task of keeping it up to date […]

Many organizations that start using Salesforce don’t understand the power of Chatter and think it’s just another instant messaging tool. They may already be using Skype for Business, Messenger, Slack or ano […]

Small and Medium Businesses (SMB’s) don’t have the financial resources to invest in technology like large enterprises do, yet they encounter all the same challenges on a smaller scale. You still need to reduce the […]

In a large organization, a Salesforce Administrator is a must-have role and often there is more than one person performing this role, depending on the complexity and the number of users to be supported. In smaller […]

Three times per year, Salesforce release a new version of their products, full of new and exciting features. The first and second weekend of June is when the “Summer 18” release will become available.Every rel […]

How Your Organization and Users Benefit from Salesforce Lightning Implementation
Salesforce has offered the Lightning Experience for over two years, and every release update is full of new enhancements often […]