by David Smallhoover | Apr 9, 2024 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Salesforce: Automate Next Steps: CAS Come and See Video Join Malik as he shows you how to automate your next steps viewed on your opportunities. Using this flow that he shows you is a great way to make sure you keep a history of the values that were in this next step...
by David Smallhoover | Jan 24, 2024 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Salesforce Trailblazers We Love: Alex Gomez The Salesforce Ohana is truly something special, isn’t it? Join us as we introduce you to some of our favorite trailblazers. Today we introduce well-rounded and platform-oriented Alex Gomez, who shares how he got his...
by David Smallhoover | Jan 24, 2024 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Salesforce: Mass Download Files from Listview: CAS Come and See Video Wouldn’t it be great if you could quickly download multiple files from a Salesforce ListView? Well, you can! Join Cheyenne from Cloud Adoption Solutions as she shows you how. …and while...
by David Smallhoover | Jan 16, 2024 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Salesforce Trailblazers We Love: Shea Perez The Salesforce Ohana is truly something special, isn’t it? Join us as we introduce you to some of our favorite trailblazers. Today we introduce thoughtful, friendly, and learning-driven Shea Perez, who shares how she...
by David Smallhoover | Jan 16, 2024 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Salesforce: Permission Set Changes: CAS Come and See Video Changes are coming to permission sets in Salesforce with the winter 2024 release – are you ready for it? (Did you just sing that in your best Taylor Swift voice? Okay, anyway…) Join Malik from...
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