David Schild

Several releases back, Salesforce introduced new productivity tools to help users with their repetitive tasks. The one we are featuring here is quick text; the other is Macros, which we’ll explore on another blog. Quick text allows users to insert a standard comment or note on a record to answer common questions or record quick […]

“What Exactly Is Salesforce?” I sometimes run into people that have not heard of Salesforce. It doesn’t happen very often. But when I do, I try to figure out how to best describe what Salesforce is to them. Me: Salesforce is a Customer Success Platform that allows users to “easily log, manage, and analyze all […]

If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning […]

We Predict Very Happy Health Cloud Users Salesforce is at it again! The Winter ’19 release is full of amazing new features and enhancements sure to delight any Health Cloud user. At least three times per year, Salesforce has a major release of new and updated functionality. Be sure to check out the Winter ’19 […]

Have a New Salesforce Org? If you purchased a new Salesforce org, you may be wondering where to begin setting it up. In this blog we’ll explore a few of the essential areas to review and configure to help get you started. When you first sign into your new Salesforce org you will see that […]

Could your business use richer analytics? What about making use of the data you already have? Salesforce has done a fantastic job at helping Administrators get an idea of “who changed what,” especially in respect to data and configuration. With the History object, most organizations have what they need to see what changes were made […]

As mentioned in our intro blog, Salesforce Shield: Bringing Compliance to the Cloud, customer information security is critical to Salesforce’s success. In this blog, we’re going to take a look at another part of Salesforce Shield Platform Encryption. When regulations require more protection Your data is already very secure. But to meet the increasingly demanding […]

If you haven’t heard, Salesforce Shield is a bundle of products that Salesforce has put together to help customers meet strict regulatory requirements concerning their data. Salesforce Shield Components Salesforce Shield Event Monitoring Salesforce Shield Field Audit Trail Salesforce Shield Platform Encryption Most successful businesses are not built on a hunch. That’s where data comes […]

Salesforce has always been known for the incredible investments they have made in ensuring their customer’s data is safe and secure. They have to — data is their business. Without the high level of trust that customers have in Salesforce’s security, Salesforce would not be the #1 CRM solution in the world. But some customers […]

If you haven’t had a chance to see it or try it, you should immediately sign up for a developer org and see what all the fuss is about. What exactly is Lightning Experience? Lightning Experience is a next generation Salesforce UI that delivers many new features to benefit sales teams of all sizes. Salesforce […]

This year’s Dreamforce has seen the announcement of many remarkable new features such as Lightning Experience, IoT built on Thunder, and a great deal more. But one of the most exciting keynotes to look forward to this year, in this author’s opinion, is the new Admin keynote. It’s in this session that admins get recognition […]

Trying to figure out what sessions to attend at Dreamforce can be one of the toughest things to do during one of the most exciting weeks of the year. And then there is just getting to the sessions on time in order to make the most of your week at this absolutely epic event. But one of my […]