Salesforce: Automate Next Steps: 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.
Salesforce Upload New Files Flow: CAS Come and See Video
Wouldn’t it be amazing if your field sales or service reps could upload pictures, documents, and other files to Salesforce? You can create an Upload Files button using screen flow in Salesforce – join Cory as he shows you how!
Zoom Dual Share: CAS Come and See Video
Have you ever wished you could have two people share their screens during a Zoom? If they showed an Excel document and you showed a Salesforce environment at the same time, you could have one on your laptop and one on a monitor – the “art of the possible” suddenly is a clear vision! It’s almost like you’re in the same room at the same time, shortening the virtual digital distance. Well, Zoom has finally made it possible with Dual Screen Share – join Lucas as he shows you how.
Optimize Pardot (MCAE) for Life Sciences: Improve Salesforce for Life Sciences CAS-Cast
Do you know how to create an account, create a contact, and associate that contact to the account in Salesforce? Join Evan from Cloud Adoption Solutions as he quickly shows you how to do exactly that.
Salesforce News: December 2022
Salesforce Scoop What's New with Salesforce? Retail Success Now: How Real-Time Data is Changing Holiday Shopping As the holidays come ever-so-quickly, and the world continues to change with e-commerce becoming ever-so-present, Salesforce is quickly...
Salesforce Create Account and Contact: CAS Come and See Video
Do you know how to create an account, create a contact, and associate that contact to the account in Salesforce? Join Evan from Cloud Adoption Solutions as he quickly shows you how to do exactly that.
Salesforce Default to Setup: CAS Come and See Video
As a Salesforce admin, what would you like to see when you open your Salesforce org? Wouldn’t it be great to default to the Setup menu? Well, you can, and Jarret shows you how!