Salesforce relative date fields bring flexibility and efficiency to your Salesforce data analysis; instead of manually updating those date filters on reports every day, week, or month, quarter, etc., these fields will automatically adjust based on the current date. This saves you a lot of time and ensures that your reports are always up to date. Join Dave from Cloud Adoption Solutions as he tells you more!
User Adoption
Salesforce News: August 2023
Salesforce Scoop What's New with Salesforce? Marc Benioff discusses AI with the Associated Press Marc Benioff is an outlier, even amongst his billionaire peers. Unlike Gates, Bezos, Page, Hastings, and many other Owners/CEOS who have stepped down from their...
Salesforce News: July 2023
Salesforce Scoop What's New with Salesforce? Marc Benioff discusses AI with the Associated Press Marc Benioff is an outlier, even amongst his billionaire peers. Unlike Gates, Bezos, Page, Hastings, and many other Owners/CEOS who have stepped down from their...
Salesforce Orphaned Contacts Report: CAS Come and See Video
Sometimes Salesforce contacts don’t have an associated account name, and those are considered orphan contacts in Salesforce (you can create contacts without an account). Join Cory as he shows you how to create a report of Orphaned Contacts.
…and while you’re here: if you’re having Salesforce user adoption challenges, we have a brand new guide that takes you step by step through the principles of teaching adults technology, and drives you to develop a plan for implementation. It’s got room for you to make your own plan – check it out: https://cloudadoption.solutions/teach_adults_tech_guide/
Salesforce News: June 2023
Salesforce Scoop What's New with Salesforce? Salesforce and Generative AI Salesforce continues to embrace the AI revolution, announcing Marketing GPT and Commerce GPT to their burgeoning lineup of AI products. The two will utilize Generative Artificial Intelligence...
Salesforce News: May 2023
Salesforce Scoop What's New with Salesforce? Salesforce Releases their Approach to Return-to-Work We were really curious to see what Salesforce was going to say about return-to-work, and rather than paraphrase this, we decided to share it with you verbatim. We see a...
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