When Marketo Programs & Salesforce Campaigns work together, it helps sales teams understand, prioritize, and interact with the hottest leads and opportunities to enable smart selling and close business faster. Therefore, Salesforce and Marketo are the super combination.
Salesforce created Security Health Check to identify, track, and fix all the potential security risks in your system.
Dynamic Label for Flow Interviews Overview: This hidden gem is from the Spring '15 Release. Have you ever felt like banging your head against the wall when testing Salesforce Visual Workflows that pause? Then this goes out to you. Without Dynamic Labels, you ONLY get visibility into what the name/version of the flow is and [...]
How does someone successfully pass the Salesforce Advanced Administrator Exam? Does it require the luck of the Irish? Do you need to kiss the Blarney Stone? How about chasing the pot o' gold at the end of the rainbow? The Answer is NO! All it takes is a deeper understanding of Salesforce and a solid [...]
Hidden Gems - Visual Workflow I recently did a training on Visual Workflow for a group of users. I can’t tell you how many times that I come across items that I wasn’t aware of while doing training prep, and this time was no exception. What follows are 3 items for Visual Workflow and 1 [...]
Salesforce Offers Health in the Clouds Salesforce Health Cloud is a cloud-based, patient-centric, world’s #1 health IT CRM system incorporating doctor-patient relationship and record management services. It builds strong one-to-one relationship management through a patient profile that integrates information from multiple data sources. With Health Cloud, providers can connect with their patients anywhere, from any [...]
Humans are hardwired for Community; no hardware needed here! Salesforce communities is an online platform that allows employees, customers, and partners to get connected with relevant content, data, and business processes in one place. Organizations can create fully-branded, customized public or private communities according to your business needs. Communities allow you to communicate and collaborate [...]
No need for a groundhog to tell us whether or not Spring has arrived. Salesforce ushers in the Spring season with their Spring 17 release. The Spring 17 Release Notes contain a mix of Lightning Experience features as Salesforce continues its steady roll-out, along with Classic features for those who have not fully migrated. Here’s [...]
Most companies don’t realize that they have data quality issues until it’s too late. Bad data is often uncovered as a result of loss in revenue or business due to the integrity of the data. In fact, in a 2013 Gartner study, 36% of participants estimated they’re losing more than $1 million annually due to [...]
Working together as a team can bring about challenges, especially in the cloud when people are often remote and not in the same local space. There are many factors leadership can take into consideration to drive positive behaviors in building a lasting culture. What motivates leaders to take a risk, to walk out on a ledge, [...]