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 – 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!
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!
How to Hide Self View in Zoom: Zoom fatigue is real. Bouncing from meeting to meeting, sometimes you get tired of looking at your own self – and it can be distracting! Did you know that you can hide the self view, so you can see other people on video without looking at yourself? It feels more natural, as if you were actually in a conference room with other people. Cory shows you how to hide self view, and how to bring it back, step-by-step.
Wow, Salesforce puts out so much amazing, incredible, helpful content. From Trailhead modules to documentation to communities to emails and videos and webinars, it can be a full-time job just consuming it all! Well - we're here to help. Salesforce literally IS our...
After the initial technology implementation, it may be expected that users will love and adopt your tech more and more as they become immersed in the features and benefits that technology brings to them. Right? Well, do you remember the basics of inertia from your...
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