Salesforce Blog
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Salesforce: Automate Next Steps: CAS Come and See Video Join Malik as he shows you how to automate your next steps viewed on your opportunities. Using this flow that he shows you is a great way to make sure you keep a history of the values that were in this next step field by creating them into tasks. And also, it makes sure that you’re able to show the most current step that should be
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Salesforce Trailblazers We Love: Alex Gomez The Salesforce Ohana is truly something special, isn’t it? Join us as we introduce you to some of our favorite trailblazers. Today we introduce well-rounded and platform-oriented Alex Gomez, who shares how he got his start in the Salesforce ecosystem, his favorite Salesforce resources, the best-kept Salesforce secret, his Salesforce prediction, and more! Visit Alex here: https://www.linkedin.com/in/alex-gomez-58984997/ …and while you’re here: if you’re having Salesforce user adoption challenges, we
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Salesforce: Mass Download Files from Listview: CAS Come and See Video Wouldn’t it be great if you could quickly download multiple files from a Salesforce ListView? Well, you can! Join Cheyenne from Cloud Adoption Solutions as she shows you how. …and while you’re here: if you’re having Salesforce user adoption challenges, we have a brand new guide that takes you step by step through the principles of teaching adults technology, and drives you to develop
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Salesforce Trailblazers We Love: Shea Perez The Salesforce Ohana is truly something special, isn’t it? Join us as we introduce you to some of our favorite trailblazers. Today we introduce thoughtful, friendly, and learning-driven Shea Perez, who shares how she got her start in the Salesforce ecosystem, her favorite Salesforce resources, the best-kept Salesforce secret, her Salesforce prediction, and more! Visit Shea here: https://www.linkedin.com/in/sheaperez/ …and while you’re here: if you’re having Salesforce user adoption challenges,
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Salesforce: Permission Set Changes: CAS Come and See Video Changes are coming to permission sets in Salesforce with the winter 2024 release – are you ready for it? (Did you just sing that in your best Taylor Swift voice? Okay, anyway…) Join Malik from Cloud Adoption Solutions as he takes you through the things you should know about permission set changes! …and while you’re here: if you’re having Salesforce user adoption challenges, we have a
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Cloud Adoption Solutions is a 100% woman-owned, fully registered and certified Salesforce.com partner.
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We work with small and medium businesses in healthcare/life sciences, professional services, and technology sectors.