One of the big changes that Lightning brought to Salesforce was the removal of a traditional folder system and the introduction of Salesforce files/libraries. Of course, when changing anything that people are used to, this was met with either raving support or significant resistance. So, for those of you who miss the old days of […]
For this weeks’ blog post, we would like to help you add some lighthearted fun to your Salesforce org. With just a few easy steps, you can add custom, fun sounds to play when a big deal closes! So let’s get into it. There are 4 primary steps needed to setup your custom sounds. Rather […]
For any admin or developer looking to build a better Salesforce org, there are a plethora of tools available for download and purchase. However, knowing where to get started can be daunting, especially for those of us who don’t have a lot of extra time to spend on research. So why not go with a […]
If you are like most people, then you probably have a number of passwords scattered across many different logins, and you have to remember which goes where. This can be a real headache! It is all too common to get them mixed up or to simply forget what you entered. Maybe you created something […]
Opportunity splits are an easy and effective way to share credit among your sales teams. Not every deal is the work of a single person, or even one single sales team. The Opportunity Splits allow everyone involved to get credit for their work, and show it on their revenue reports. Opportunity Splits have been […]
The Spring ‘18 release of Salesforce is big. Really big! So we have put together a 3 part series to simplify everything and highlight 15 of the top features. Welcome to part 2 of 3 of our guide to a simplified Spring ’18 Salesforce release. If you missed last week’s part 1, you can catch […]
Is the combination of documents, notes and attachments slowing you down? Is it unwieldy to manage the different file types when you need data fast? If so, you may want to consider moving from Salesforce Classic to Lightning Experience. One the highlights of Lightning, is the switch from notes and attachments to Salesforce Files. In […]
The name pretty much says it all. This Salesforce native, Lightning ready app allows for easy document creation, integration and signing. Merge data from Salesforce objects, send documents to lists from a single click all while giving recipients the ability to receive and sign on any device. All of this, from inside Salesforce. eSignAnyWhere app […]
Salesforce has developed an enhanced note taking system, and it’s available only for the Lightning Experience. Do you or your users rely on their digital notes to do their jobs? If so you might want to consider this enhanced Salesforce feature. With a better system, you can communicate faster, communicate more effectively and boost your […]
If you are a Salesforce user, you probably have a lot of pages to navigate every day. And if you are like most users of Salesforce Classic, you have probably customized your navigation bar to give you easy access to your most commonly used apps and screens. Unfortunately for anyone whose company already has, or […]
