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Salesforce News: September 2023

Salesforce News: September 2023

by David Smallhoover | Sep 20, 2023 | Managing Salesforce User Adoption, Salesforce Lightning, Salesforce Monthly Newsletter, User Adoption

Salesforce Scoop What’s New with Salesforce?   Two big events: Dreamforce and Life Sciences Dreamin’: we caught the highlights just for you The annual Salesforce extravaganza, Dreamforce, was held last week both on-ground in San Francisco and live online,...
Salesforce: Adding Images In Email Signatures: CAS Come and See Video

Salesforce: Adding Images In Email Signatures: CAS Come and See Video

by David Smallhoover | Sep 15, 2023 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption

Salesforce: Adding Images In Email Signatures 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! …and while you’re here: if you’re having...
Salesforce Onboarding Email Flow for Closed Won Opportunities: CAS Come and See Video

Salesforce Onboarding Email Flow for Closed Won Opportunities: CAS Come and See Video

by David Smallhoover | Aug 21, 2023 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption

Onboarding Email Flow for Closed Won Opportunities: CAS Come and See Video Wouldn’t it be great if actions, like sending an email, could be triggered as soon as you marked a Salesforce opportunity Closed-Won? Join Dave from Cloud Adoption Solutions as he shows...
Salesforce Relative Date Filters: CAS Come and See Video

Salesforce Relative Date Filters: CAS Come and See Video

by David Smallhoover | Aug 21, 2023 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption

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...
Salesforce News: September 2023

Salesforce News: August 2023

by David Smallhoover | Aug 20, 2023 | Managing Salesforce User Adoption, Salesforce Lightning, Salesforce Monthly Newsletter, User Adoption

Salesforce Scoop What’s New with Salesforce?   Marc Benioff discusses AI with the Associated Press  Marc Benioff is an outlier, even amongst his billionaire peers. Unlike Gates, Bezos, Page, Hastings, and many other Owners/CEOS who have stepped down from their...
Salesforce News: September 2023

Salesforce News: July 2023

by David Smallhoover | Jul 26, 2023 | Managing Salesforce User Adoption, Salesforce Lightning, Salesforce Monthly Newsletter, User Adoption

Salesforce Scoop What’s New with Salesforce?   Marc Benioff discusses AI with the Associated Press  Marc Benioff is an outlier, even amongst his billionaire peers. Unlike Gates, Bezos, Page, Hastings, and many other Owners/CEOS who have stepped down from their...
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