Salesforce Blog
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A Custom Onboarding Object can help you to use Salesforce for opportunity management, proposal management, project management, customer onboarding, or anything that requires tracking and handoffs. CAS Come and See videos show you how to customize your Salesforce instance to do amazing things. Join Natalie, Head of Operations & Client Delivery from Cloud Adoption Solutions, as she shows you how you can use the Salesforce Custom Onboarding Object feature to really improve onboarding! Contact us
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Chatter groups are a tremendous way to increase collaboration and communication in Salesforce.com, which will drive user adoption of SFDC. Join Natalie, Head of Operations & Client Delivery, as she shows you how to set up a Chatter group, customize your Chatter group, search Chatter groups, and add files, polls, links, and others. Salesforce Chatter groups aren’t just for users with Salesforce licenses! Your org has 5000 free Chatter licenses that you can use for
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Salesforce Field History Tracking: CAS Come and See videos show you how to customize your Salesforce instance to do amazing things. Join Natalie from Cloud Adoption Solutions, as she shows you step by step how you can set up field history tracking in Salesforce! VIDEO TRANSCRIPT: Hi, everyone, this is Natalie with Cloud Adoption Solutions and today I have a quick tip for all of the admins out there. And this is related to
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Salesforce.com is constantly changing and there is so much news – how can you keep up with it all? Well, the third Tuesday of each month, Cloud Adoption Solutions brings you Salesforce Scoop, info from Salesforce user adoption research, how-to videos on YouTube, and more! Sign up for your free subscription here. Click here for February’s CAS Communique newsletter, or read on. Vaccine Cloud from Salesforce Salesforce Scoop Vaccine Cloud is Here! In 2020 people were bombarded
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Salesforce Flow Scheduled Paths: The Salesforce Spring 21 release is incredibly exciting for Flow-natics like Cory from Cloud Adoption Solutions. Join Cory as he shows you how the capabilities of Salesforce Flow are expanding, and how Flow is comparing to Process Builder. VIDEO TRANSCRIPT: Hi, this is Cory with Cloud Adoption Solutions. And I’m here today to talk some more about the new flow features for Spring 21. So, along with Prior Value, there’s
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Cloud Adoption Solutions is a 100% woman-owned, fully registered and certified Salesforce.com partner.
Our HQ is in Pittsburgh, PA, and we are also located in Philadelphia, PA; Washington, DC; Asheville, NC.
We work with small and medium businesses in healthcare/life sciences, professional services, and technology sectors.