Announced as a part of the Spring release of Salesforce for 2020, a previously paid feature of Einstein is going widespread. Einstein Opportunity Scoring will be fully available to all Salesforce Sales Cloud users who have Enterprise, Performance, or Unlimited Editions. What does Einstein Opportunity Scoring give you? The Einstein AI essentially gives sales reps […]
Announced at Dreamforce, Salesforce is improving their Einstein Voice product with the intention to make it a central, and heavily utilized features across their entire platform. Einstein Voice was announced over a year ago, and the newest set of updates and features are known as Einstein Voice Skills – enabling admins and developers to build […]
APIs are something that most developers will be familiar with, but for the rest of us, they sound like just another technical acronym that we either don’t understand or have never even heard of. An API is short for Application Programmer Interface. API simply refers to the method programmers use to interface with software, and […]
As a Salesforce ISV and Consulting partner, we at CloudMyBiz have seen all sorts of complex situations and struggles when it comes to creating a case for switching to Salesforce. After all, making the switch to Salesforce isn’t always a quick and easy decision. Often, the person championing the idea of adopting Salesforce isn’t the […]
How many of you Salesforce users have ever experienced this: you have been in the middle of a project, or just your general day-to-day, when all of a sudden you run into an issue where the system doesn’t have the capability to do what would seemingly be a normal, basic task? You scratch you head […]
It’s hard to explain just how big Dreamforce is if you have never been. Salesforce’s annual conference in San Francisco is one of the biggest tech events in the world, and it is truly massive. Over 170k attendees converge on the city for a week, completely occupying San Francisco and the surrounding areas. Starbucks locations […]
Just because you and your team have, or are going to, implement Salesforce, doesn’t mean all of your business problems will be instantly fixed. At the end of the day, user adoption is absolutely critical to establishing a working business process on a powerful CRM like Salesforce. It doesn’t matter how much you spent on […]
Salesforce Mobile is the latest branch of the Salesforce UI to get a significant face lift. As many of you know, Salesforce is making a large push to get all of their users onto Lightning. And for good reason. The interface is more user friendly and the workflows and layouts have been improved. Of course, […]
With the continued growth of FinTech and the Alternative Lending industry, systems and solutions that are tailored to these industries have also flourished. Loan Origination, that fundamental piece to any lending business, can be one of the biggest pain points as it involves a complex sales process as well as various documents, checklists and qualifications […]
When writing marketing emails, it can be pretty common to re-use certain details and bits of content not only throughout the email, but across various emails within a certain campaign. The more emails you are creating, the more you will use these pieces of content, and the more time you will spend on it. This […]
