by Lucas Felman | Sep 30, 2021 | Managing Salesforce User Adoption, Salesforce Lightning
Day of Giving: Using Salesforce to send multiple reminders with a few clicks! Pittsburgh Magazine’s “Give Big Pittsburgh” event is almost here! If you are unfamiliar with this fantastic day of giving, it is a 24-hour online fundraising effort hosted by...
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...
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