Salesforce: Adding Images In Email Signatures: CAS Come and See Video
Did you know that each time you send an email from within Salesforce, you can do so with your email signature? Join David as he shows you how to set it up!
The ONLY Conference for Sales, Marketing, RevOps, and Commercial Executives in the Life Sciences Industry.
I’m Suddenly a New Salesforce Admin – Where Do I Start?
If you’re suddenly the daily admin at your company, I’ve put together a list of resources that I have shared with many of our clients who are in the exact same hot sear. Part 1 shows where an admin typically spends time under the Setup Menu (daily); Part 2 has helpful rapid reference links to trailhead modules, guides, user groups, How-To help articles, and apps that admins frequently use.
Lightning Email Templates: Salesforce Winter 21 Exciting News
What a year it has been so far: 2020 began with a level of intensity that has been unmatched in recent years. While full of roadblocks and hard turns, Salesforce seems to have decided to double down on user accessibility with their newest announcements. In a press...
The Secrets to Salesforce User Adoption
Salesforce.com is an amazing platform - so now that you've made the investment, how do you get your users primed and ready to get the most out of it? In the "Secrets to Salesforce User Adoption" CAS-cast webcast, we explored the science behind our proprietary ADOPT...
How To Sync Sales With Outlook Integration & Einstein Activity Capture
The old Salesforce for Outlook connector is retiring in December. You can find if you are using this one by navigating to Setup -> Outlook Configurations to see "Salesforce for Outlook." (This is not to be confused with the newer "Outlook Integration and...
The Name Game: Relabel Standard Salesforce Objects
Did you know that you can change the name of a Standard Tab or Field in Salesforce? For example, the Contacts tab could be updated to "Client" or "Customer" if that's the lingo your company uses. You can also change the label of a Standard field such as the Amount...
Salesforce Summer 20 Release Preview – with Flow Loop Variable Video!
Flownatics, rejoice: Salesforce creates Flow Loop Variables automatically! Some exciting features are coming for flow users with the Salesforce Summer ’20 release. One of these is the auto-creation of the Flow Loop Variable. Previously, users had to manually create a...