Salesforce.com is no stranger to releasing industry-specific solutions, from financial services to healthcare. And their dual-focus on industries and communities this year makes perfect sense. After all, solutions built with an understanding of business process and industry-specific methodology are typically at the top of the list for implementation. In fact, Sundog has taken the same […]
Salesforce
Lightning Strikes Again with New Service Cloud Features
An Introduction to the New Salesforce Service Cloud Salesforce touts themselves as “the world’s #1 customer service platform” and they have taken another step forward in solidifying that position. The recent updates in their Summer ’17 release are aimed at accelerating Service Cloud setup and customization, productivity enhancements for agents when handling cases, and enhancements […]
Enable Your Workforce to Deliver Smarter, Faster Service
Customer service is no longer just about providing an answer to a customer problem. It is now about enabling customers to obtain answers on their own, communicating suggestions and requests, and feeling like they have personalized service from their CS agent. Employees within organizations have the same expectations and organizations are transforming their service delivery […]
Favicons: Your Salesforce Community is Not Complete Without One
Whether you are the Championship-winning Golden State Warriors, the data center leader Equinix, or the versitle camera maker GoPro, your new Salesforce Community will need a favorite icon, also known as “favicon.” For the uninitiated, the favicon is the tiny icon that appears in the tabs of your browser as well as when you “favorite”, […]
Data Migration Steps for Moving to Salesforce Lightning Knowledge
How Do I Migrate to Lightning Knowledge with Multiple Article Types in My Org? As mentioned in my previous blog, Salesforce tends to recommend Lightning Knowledge for new customers or customers with only one article type in their org. However, just because you don’t exactly meet the ideal criteria doesn’t mean you can’t or shouldn’t […]
A Salesforce Classic to Lightning Knowledge Readiness Deep Dive
In the Spring ’17 release, Knowledge had its beta debut in Lightning but with the latest release (Summer ’17) it is officially generally available (GA). As of right now, Knowledge is available in both Classic and Lightning Experience; but it is a great time to evaluate if you’re ready to enable Lightning Knowledge in your […]
Visual Indicators, an Eye-Catching Approach to Viewing Data
Skimming data (emails, records and documents) is a habit most busy people have in the daily lives. With time being at a premium, many tend to move quickly over pages or records in an effort to gleam to the actionable components quickly. Depending on your role as a Salesforce user, a good part of your […]
Enhancing Salesforce Communities to Market Multi-Product Brands
Companies are often burdened with a wealth of data, as well as customers that may have cross-over between multiple products they own that can cause confusion with marketing to difference audiences, or what information should be displayed in a Salesforce Customer or Partner Community. Likewise, companies may also be faced with the debate whether or […]
Top Takeaways from Salesforce World Tour Chicago 2017
This June, I had the opportunity to attend the Salesforce World Tour – Chicago. For those of you who aren’t familiar with it, the World Tour is essentially a smaller version of Dreamforce, Salesforce’s biggest event of the year. It brings the latest technology, expertise and customer success stories all together in a regional “show” […]
Leverage Salesforce Ideas in Your Community
One of the greatest features you can offer your customer or partner base as a product-driven company is an idea engine. It allows those who use your product regularly to offer suggestions on how to improve it, features to add, or what new products to create. Giving the power to your customers to help make […]
Top 5 Enhancements to Maximize Sales Cloud Support Contracts
At the end of a successful deployment or when a Salesforce org has been up and running for a while, clients often find it useful to dedicate a certain number of hours toward general or function-specific support. These support hours can be used on an “as needed” basis for questions and org enhancements. We typically […]
Exploring the New Partner Central Template
Last year, Salesforce announced the release of Lightning Partner Community, allowing businesses to use Lightning to quickly deploy a rich and powerful community for their partner ecosystem. I couldn’t agree more with Kara’s blog on 5 reasons you’ll love Lightning Partner Communities given the success we’ve had and feedback on deploying Lightning Partner Communities for our […]