Salesforce Trailhead Quick Look: CAS Come and See Video
Looking for a way to enhance your Salesforce Trailhead experience? Well, you’ve come to the right place! Join us as Shannon J. Gregg gives the 411 on how to crush the Trailhead game!
The ONLY Conference for Sales, Marketing, RevOps, and Commercial Executives in the Life Sciences Industry.
Salesforce News: November 2020
Huge news – Salesforce has reimagined Sales Cloud!
Everyone knows it, everyone loves it, but that doesn’t mean that Salesforce is going to stop improving it. The new features and changes to Sales Cloud are designed to take things to the next level. It feels like this year has been a slow start for new tech, almost as if things were winding up for a big swing, and here it is.
How Can I Keep Up with All of the Salesforce News???
Wow, Salesforce puts out so much amazing, incredible, helpful content. From Trailhead modules to documentation to communities to emails and videos and webinars, it can be a full-time job just consuming it all! Well - we're here to help. Salesforce literally IS our...
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...