by Evan Frey | Nov 2, 2022 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
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! …and while you’re...
by Evan Frey | Oct 31, 2022 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Salesforce Opportunity Summary Report: CAS Come and See Video Did you know summary reports allow you to visualize your Salesforce data, so that you can make data-driven decisions about your opportunities? Join Malik from Cloud Adoption Solutions as he shows you the...
by Evan Frey | Oct 26, 2022 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Salesforce Sandboxes: CAS Come and See Video Do you know the different types of Salesforce sandboxes? Join Cory from Cloud Adoption Solutions as he shows and explains the different types of sandboxes (SBX) and some of the intricacies involved in each. …and while...
by Evan Frey | Oct 20, 2022 | Managing Salesforce User Adoption, Salesforce Lightning, Salesforce Monthly Newsletter, User Adoption
Salesforce Scoop What’s New with Salesforce? Vantage Point Volume 4 In August 2021, I received an invitation to provide feedback on the new Salesforce print magazine, Vantage Point. I was so excited to share how impactful I felt the first issue was; the...
by Chatty Garrate | Oct 20, 2022 | Managing Salesforce User Adoption, Salesforce Lightning, Salesforce Monthly Newsletter, User Adoption
Having difficulty using the Salesforce platform to its full potential? Maybe it’s time you hire a Salesforce consultant. A study conducted by Forbes showed that Salesforce is the world’s most used CRM platform – owning 19% of the market share. With many start-ups and...
by Chatty Garrate | Oct 12, 2022 | Managing Salesforce User Adoption, Salesforce Lightning, Salesforce Monthly Newsletter, User Adoption
With the increased use of data across big companies, a new CRM (customer relationship management) platform was required to make the most out of this data. This was developed in the form of Salesforce – a popular CRM tool that is used worldwide in startups to Fortune...
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