Dreamforce, Salesforce's annual mega-event, brings together professionals, experts, and enthusiasts from all over the world to learn, network, and explore the latest innovations in the realm of customer relationship management and technology. Whether you're a seasoned...
THE BLOG
What to Do When You Failed Your Salesforce Certification Exam
So, you failed your Salesforce Certification Exam. It’s not a good feeling, especially after all of the work you’ve put in with hopes of a better outcome. But failing Salesforce Certification Exams, not just once but several times, is quite normal! These exams are...
Salesforce Field Services: Doing More With Less
In a time of consistent uncertainty and economic and global disruptions, it’s no wonder some companies are feeling a strain and are considering layoffs, cutting budgets, and ultimately seeing sales slow down. As a result, budgets that would have normally allowed for...
Ch- Ch- Ch- Changes: It’s All About Communication, Baby!
How to manage your Salesforce rollout communication plan. It’s Go Time. Requirements? Gathered. User Stories? Groomed. Sprints? Sprinted. UAT? U-A-Tested. You’re counting down to deployment, and tomorrow morning, your end users are going to be so psyched to log in to...
Salesforce Field Service: From pen and paper to digitally empowered service
Salesforce Field Service is a great way to take your business from pen and paper to digitally empowered service When you hear “Salesforce” what comes to mind? Sales teams leveraging all the awesome capabilities of Sales Cloud to manage client relationships, stay on...
Salesforce Task Management and Task Split Views
In this video, we show you methods to efficient task management using task split views. Tasks are used in Salesforce to track pending activities that need to be completed. A common scenario in Salesforce is when tasks need to be tracked across objects. By using split...
Does your business need Sales Cloud, Service Cloud or both?
If you’ve landed here today, you’re likely aware of the two most prominent and popular Salesforce products - Sales Cloud and Service Cloud. But what is the difference between the two? Which one is the best fit for your business? Do you perhaps need both Sales AND...
How to Trigger a Task to Asana from a Salesforce Case
Connect Salesforce and Asana The Salesforce and Asana integration is available to Asana Business and Enterprise customers who have the Salesforce Enterprise, or Unlimited accounts. While it is optimized for Salesforce Lightning it is also compatible with Salesforce...
4 Ways to Drive Efficiency with Salesforce Service Cloud
Salesforce Service Cloud Salesforce Service Cloud is a tool for your client-facing teams. These teams can support your customers in technical, business to business, business to consumer, or blended ways. The beauty of Service Cloud is that it can be extended to...
Salesforce Field Service Lightning: Top 5 Features
Have you ever had a technician show up at your doorstep to perform a monthly maintenance routine, an installation, or a troubleshooting scenario? That pesky air conditioner, cable box, or internet service! Have you received that text message or email letting you know...