Thanks to the Spring 21 Salesforce release, you can now easily see what the Prior Value of a field was in Salesforce using a Flow instead of Process Builder. Interested to see who the prior owner of an account was in Salesforce? This is the perfect solution to make...
Managing Salesforce User Adoption
Salesforce News: December 2020
We’re covering every single day of virtual Salesforce Dreamforce 2020 in-depth, session-by-session; here’s your Day One and Day Two coverage, and you can check our blog for Days Three and Four later this week!
Salesforce News: November 2020
Huge news – Salesforce has reimagined Sales Cloud!
Everyone knows it, everyone loves it, but that doesn’t mean that Salesforce is going to stop improving it. The new features and changes to Sales Cloud are designed to take things to the next level. It feels like this year has been a slow start for new tech, almost as if things were winding up for a big swing, and here it is.
I’m Suddenly a New Salesforce Admin – Where Do I Start?
If you’re suddenly the daily admin at your company, I’ve put together a list of resources that I have shared with many of our clients who are in the exact same hot sear. Part 1 shows where an admin typically spends time under the Setup Menu (daily); Part 2 has helpful rapid reference links to trailhead modules, guides, user groups, How-To help articles, and apps that admins frequently use.
Lightning Email Templates: Salesforce Winter 21 Exciting News
What a year it has been so far: 2020 began with a level of intensity that has been unmatched in recent years. While full of roadblocks and hard turns, Salesforce seems to have decided to double down on user accessibility with their newest announcements. In a press...
The Secrets to Salesforce 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 our proprietary ADOPT...
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