Digital Experience

When we first started working with the Flex samples provided by Twilio, the source code was provided in TypeScript. This provided a dev-time programming environment that I tend to prefer, even though I am far from a TypeScript expert. As Flex and the quick-start samples moved toward general availability, Twilio made the choice to switch […]

Migrating from one technology to another always has its unique challenges, and migrating to Salesforce Service Cloud is no exception. Our years of Salesforce migration experience have shown some common themes and best practices, which we cover in our free guide, Salesforce Service Cloud Migrations Made Easy. Top Service Challenges for 2019 As digital transformation […]

In a crowded marketplace, business value is becoming more about offering a great customer experience throughout a customer lifetime as opposed to a one-off sale. How does your business measure up to today’s service challenges? In our guide, Salesforce Service Cloud Migrations Made Easy, we explore in detail what organizations need to take into consideration […]

Imagine that your ecommerce company’s product information and data is spread out and recorded on multiple systems. Some is recorded in your ERP system, while the rest is living in spreadsheets, online, or on other operating platforms. How is it possible to accurately analyze or measure important performance metrics, maintain up-to-date product information, keep internal […]

A couple weeks ago you may have heard through the grape vine that Skype for Business Server 2019 was released to the general public. Not only that, but all Office 2019 servers (Exchange, Skype for Business, SharePoint, and Project) were released for commercial customers. With this release came some great additions to features and functionality […]

The rumors are true. Post Winter ’18, Notes and Attachments are a thing of the past. In 2019 and beyond, it’s all about Files. Salesforce Files Are Taking Over Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to […]

The wealth management industry currently stands at a crossroads that is driving firms to adapt and update business models in order to succeed into the future. Future growth will come less from marketing and rainmakers, and more from your firm’s service model and the ways in which these services are delivered. You will have to […]

In a time where technology is constantly evolving, it can seem that personal connection is becoming more difficult to achieve, especially between company and customer. Consumers are more connected than ever, and as a result, more aware of where they take their business. They’re not only looking at the value of the service they’re receiving, but […]

Why Brand My Salesforce Community? A brand is much more than a memorable logo, clever tagline, and a cohesive palette of colors or clean lines and typography. Bottom line, it’s about providing added value for your customers, building trust through quality and consistency, and ultimately boosting customer satisfaction and loyalty. Beyond a customer’s perception of […]

Dominant financial services institutions, currently, focus on; a scale of assets, mass productions, relationship exclusivity, switching costs, and dependence on the integrity of humans. However, the future will change with the assistance of artificial intelligence. With the adaptation of new technologies, leading companies will begin to implement data-driven decisions, personalized customer experiences, and workflow optimization. […]

Don’t Overlook the Need for Governance! One of the biggest pain points customers often have with managing their Salesforce environments is the lack of governance. Who’s in charge? Where do you go with questions, or worse, problems? Why Do You Need Salesforce Governance Framework? A governance framework provides an intake method for receiving and prioritizing […]

Some really interesting discussion on the future for provider and payer portals and apps, from the perspective of Bobby Bouthillette from Fitbit Health Solutions, arose during this week’s Connected Health conference. Consumer demand for health and wellness options creates huge opportunity for consumer brands like Fitbit. They can bridge the gap between traditional healthcare players […]