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User Adoption

Tag Archives | User Adoption

Tip of the Week – Person Accounts versus Business Accounts

By default, Salesforce accounts are designed to function as Business accounts. In a nutshell, business accounts are used to store information about companies or other entities. However, there is another option available. Person accounts. Person accounts are used to store information about individuals and can easily be set up by a Salesforce admin, after all considerations […]

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Tip of the Week – Improve Your Salesforce Implementation with Optimizer

Would you like to have a product that can review and evaluate your Salesforce Implementation and then give you customized recommendations for how to improve? Silly question, right? Who wouldn’t want that. Well that product does exist, and it’s built right into Salesforce. Meet, the Salesforce Optimizer. If you are a Salesforce Vet, you have […]

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