Salesforce.com is constantly changing and there is so much news - how can you keep up with it all? Well, the third Tuesday of each month, Cloud Adoption Solutions brings you Salesforce Scoop, info from Salesforce user adoption research, how-to videos on YouTube, and...
Managing Salesforce User Adoption
Permission Set Group Expiration: CAS Come and See Video
Rich Text Components improve Salesforce User Adoption. In this CAS Come and See Video, Natalie Battista shows you how you can use the rich text component to deliver messages to your Salesforce users. In this case, Natalie shows how you can remind your sales team to update their close dates with a component that displays when an opportunity is past due. This is a great way to drive additional Salesforce user adoption and keep your CRM data as crisp and clean as possible!
Rich Text Components improve Salesforce User Adoption: CAS Come and See Video
Rich Text Components improve Salesforce User Adoption. In this CAS Come and See Video, Natalie Battista shows you how you can use the rich text component to deliver messages to your Salesforce users. In this case, Natalie shows how you can remind your sales team to update their close dates with a component that displays when an opportunity is past due. This is a great way to drive additional Salesforce user adoption and keep your CRM data as crisp and clean as possible!
Converting Leads in Salesforce: CAS Come and See Video
Converting leads in Salesforce – how and why would you ever do that? Leads are one of the most underused objects in Salesforce; we have many clients who do not use Leads and we want to show you how and why you should really consider this valuable object! Cory Frey of Cloud Adoption Solutions shows you how Leads are the coolest object – did you know you can actually create THREE records (Account, Contact, and Opportunity) by converting one Lead? What power!
Salesforce News: May 2021
In person events are back! But will they be changed forever?
Salesforce has a long standing tradition of having larger-than-life, experiential events. Built upon the great community that works in Salesforce everyday, lavish parties, celebrities, and incredible talks have always been a staple of the Salesforce event world. A Salesforce Admin could go to a large Salesforce keynote only to find themselves at a Metallica concert with thousands of their Ohana.
Make your Salesforce Org Sellable: CAS Chats Video
How do you make your Salesforce org “sellable”? If you’re entering an M&A event, your Salesforce instance will be one of the primary ways to identify the leading indicators of pipeline, and therefore company, value. Join Natalie Battista MBA and Shannon J Gregg PhD as they discuss ways to get your Salesforce org ready and sellable!
Don’t miss this event!
The ONLY Conference for Sales, Marketing, RevOps, and Commercial Executives in the Life Sciences Industry.