by Liv Porter | Dec 21, 2023 | Uncategorized
Chicago World Tour is in the books, with good times had by all. It’s clear we’re all happy to be back at in-person events again! Some highlights follow: The Life Sciences were in full view this year, with multiple sessions dedicated to the topic. Most of...
by Lucas Felman | May 28, 2021 | Managing Salesforce User Adoption, Salesforce Lightning, Uncategorized, User Adoption
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...
by Lucas Felman | May 21, 2021 | Managing Salesforce User Adoption, Uncategorized, User Adoption
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...
by Lucas Felman | May 14, 2021 | Managing Salesforce User Adoption, Uncategorized, User Adoption
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...
by Lucas Felman | Apr 16, 2021 | Uncategorized, User Adoption
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...
by Shannon Gregg | Nov 16, 2020 | Uncategorized
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...
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