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Tips and Tricks

Tag Archives | Tips and Tricks

2019 Predictions for Salesforce

Happy New Year to everyone! 2018 is in the books and 2019 is officially here. It’s been a big year for Salesforce, and of course, for us Salesforce experts and consultants. As always, the platform is growing to service a bigger audience but also working to provide better solutions and functionality for those already using […]

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App of the Week – D&B Optimizer – Dun & Bradstreet Account and Lead Data for Salesforce

  Using your customer data is very important. However, not all companies have the tools that can really give them significant benefits. The D&B Optimizer works to give you better account and lead data. With this data in hand, you can efficiently prioritize accounts based on critical data insights, align territories, segment markets, and identify […]

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Do You Have the Lightning Usage App?

For most admins out there, encouraging and driving user adoption is a constant challenge. Especially when it comes to some of the more significant changes, such as switching from Salesforce Classic to Lightning. After all, some people just don’t want to take the time and energy to get used to new screens, new structures, and […]

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