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#1 Mistake When Implementing Salesforce

#1 Mistake When Implementing Salesforce

What's the #1 Mistake of a Salesforce Implementation? According to Lila Logue, Regional Sales Manager at Roycon, it is hands down Data Governance. In a conversation with Lila, we’ll uncover some of the greatest...

When To Use Pardot, Marketing Cloud, Or Both

When To Use Pardot, Marketing Cloud, Or Both

Marketing software is a $121 billion dollar industry. The industry is growing and shows no signs of slowing down. Known as the Martech 5000, a supergraphic that identifies all of the Martech solutions currently...

How to use Global Search in Salesforce

How to use Global Search in Salesforce

In this video, we show you how to use Salesforce Global Search. Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or...

Inherited Salesforce Org | Creating an Actionable Plan

Inherited Salesforce Org | Creating an Actionable Plan

Part IV: Creating an Actionable Plan & How to Manage your Ongoing Requests Whoa! You have done a lot with your inherited Salesforce org … but how do we get to the point that we are ready to action the change that...

Inherited Salesforce Org | Prioritize & Strategize

Inherited Salesforce Org | Prioritize & Strategize

Part III: Prioritize & Strategize In the first two series, I covered how to get started and identify processes, as well as reviewing the back end of your existing org. You still have some more information to...

Inherited Salesforce Org | Back-end Review

Inherited Salesforce Org | Back-end Review

Part II: Back End Review: Reviewing Technical Debt | Integrations | Data Now that you have high-level information on your new company, it is time to dig under the hood of your Salesforce org. What is under the hood you...

How to Create Chatter Groups in Salesforce

How to Create Chatter Groups in Salesforce

In today’s video, we’re going to show you how to create Chatter groups in Salesforce. You can either have public Chatter groups, which anyone can join, or private groups. To create Chatter groups, follow these steps: ...