Salesforce Relative Date Filters: CAS Come and See Video
Salesforce relative date fields bring flexibility and efficiency to your Salesforce data analysis; instead of manually updating those date filters on reports every day, week, or month, quarter, etc., these fields will automatically adjust based on the current date. This saves you a lot of time and ensures that your reports are always up to date. Join Dave from Cloud Adoption Solutions as he tells you more!
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Winter 19 Release Notes and Dreamforce Updates
Wow, Salesforce gets so busy at the end of the year, that it's no wonder to us that they run their own fiscal year from February-January. No way could they do their Winter Release and Dreamforce in a traditional Q4. Phew! That said, it's like a full-time job poring...
Swipe These Files for your Salesforce Roll-out or Relaunch!
While the ADOPT model gives you a system to approach user acceptance and adoption, remember that even grownups like to enjoy their work! So, how can you make your Salesforce launch (whether it's a new implementation or a new product) or relaunch (when you're ready to...
SOPs Can Help to Drive User Adoption
Good, better, best: never let it rest: a process or SOP (formal Standard Operating Procedure) will never be static, since Salesforce has three releases every year, so make sure to keep your process documentation up to date and always reflecting any changes in your...
Top 5 Ways to Increase Sales Technology User Adoption
So, you’ve gone and done it. You saw an awesome demo for an amazing new sales technology application, and you’re really certain that this is THE ONE. It’s going to give you all that you need for your sales team to maximize bookings potential...