by Shannon Gregg | Jul 3, 2020 | Managing Salesforce, Salesforce Lightning, 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...
by Andrew Duncan | May 29, 2020 | Managing Salesforce, Salesforce Lightning
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...
by Natalie Battista | May 15, 2020 | Managing Salesforce, Salesforce Lightning
Maybe you decided on your own to learn more about Salesforce administration, or maybe you were “volun-told” into owning the Salesforce system as a part of your actual day job. Either way, you’ve done it! You tested the waters, prepared, studied, and...
by Andrew Duncan | May 8, 2020 | Managing Salesforce, Salesforce Lightning
Salesforce users are always looking for the next update that is going to help them get their job done faster. Within sales and marketing, time is the most valuable asset as seconds and minutes can be directly related to dollars. Salesforce has optimized the search bar...
by Andrew Duncan | Apr 24, 2020 | Managing Salesforce, Salesforce Lightning, User Adoption
Are you over-Zoomed? Salesforce Chatter is a HUGE asset at this time! Join Partner Account Manager Andrew Duncan as he acts out his feelings about Zoom calls and gives you some great ideas on how to use Salesforce in a WFH environment. Are you over-Zoomed? Salesforce...
by Andrew Duncan | Apr 14, 2020 | Managing Salesforce, Salesforce Lightning, User Adoption
Sellers: your sales approach is completely different during a pandemic. Join Partner Account Manager Andrew Duncan as he gives you some great ideas on how to sell, and use Salesforce, in a WFH environment. Sellers: your sales approach is completely different during a...
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