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Salesforce Connect, Field Service, Lightning Migration & More

Top Salesforce News What is Salesforce Connect? Next-Generation Field Service Lightning Takes Customer Experiences to New Heights Salesforce Lightning Migration Framework & Assessment Prepare Your Team to Transform Customer Service and Deliver More Than a Smile It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. […]

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Salesforce Lightning Migration Framework & Assessment

It’s clear to see Salesforce’s product roadmap hinges on Lightning. The challenge question for users is how and when is the right time to migrate over to Lightning? All Successful Salesforce Projects Begin With These Steps Determine first where you are – an honest assessment. Start with internal audits and assessments to help determine the […]

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What is Salesforce Connect?

For developers that were around at the time, the development and publishing of “Open Database Connectivity (ODBC)” drivers in the 1990’s was a game-changer for the development of client/server applications. ODBC provided a translation layer between the client application’s use of embedded SQL and the back-end database. This gave developers the ability to port applications […]

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Change Management Tips, Emoji, Omnichannel Experiences, and more

What You Missed in Salesforce News — April 16, 2018 Salesforce Acquires Mulesoft and Announces Integration Cloud Think About the “Who”: Tips for Using Change Management for a Successful Transition to Lightning The Need for a Seamless Shopping Experience Dealing with the Disengaged: Transforming Unhappy Staff into Productive and Engaged Employees Pardot Introduces Emoji 8 […]

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The Need for a Seamless Shopping Experience

Have you heard of omnichannel retail? If not, you’ve probably experienced it. In today’s market, retail businesses must provide their customers with a seamless shopping experience from online to in-store so that they can turn browsers into loyal buyers — and do it faster than the competition. Many retailers have been able to leverage Salesforce […]

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What You Missed in Salesforce News – April 9, 2018

Top Salesforce News 3 Easy Steps for Data Management in Salesforce Salesforce Acquires Mulesoft and Announces Integration Cloud Introducing 24×7 Proactive Monitoring What You Need to Know About the Lightning Platform How to Sell Smarter with the New Sales Cloud Quickly and Easily Prevent Duplicate Records Moving From Clicks to Conversation: Finally Analytics You Can […]

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Salesforce Acquires Mulesoft and Announces Integration Cloud

Salesforce aficionados’ ears perked up last week with the acquisition of MuleSoft for $6.5B, and even more so when the fastest-growing software company on the globe announced Integration Cloud, a solution that directly impacts the future of Salesforce in a big way. Salesforce Acquires MuleSoft Salesforce and MuleSoft share in a press release “MuleSoft provides […]

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What You Missed in Salesforce News – April 2, 2018

It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. Here are some of the top stories of the past week. Salesforce Shield Platform Encryption: Keeping Data Safe Customer information security is critical to Salesforce’s success. Your data is already very secure, but to meet the […]

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Putting the Salesforce Shield Field Audit Trail to Use

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 […]

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Salesforce Shield Platform Encryption: Keeping Data Safe

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 […]

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What You Need to Know About the Energy Industry in 2018

The energy industry comes with its own unique set of factors; deregulation, volatile markets, consumer demand, and investor expectations have increased competition and created new opportunities. Keeping our client’s strategic, financial, and regulatory needs in mind, we are dedicated to furthering the industry, especially as it relates to technology, business optimization, and digital transformation (as […]

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What You Missed in Salesforce News – March 23, 2018

It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. Here are some of the top stories of the past week. Why Everything You Ever Thought About Salespeople Is Wrong Salesforce set out last year to try to do our part to debunk some of the […]

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Why is the OpenTable Customer Community so Popular?

Newsflash! Customers expect a branded, consistent service experience just about everywhere. (Shocking, right?) While this news is not particularly ground-breaking, the way certain businesses are approaching the customer service challenge is. Customer communities offer a variety of important ways to connect with your customer: you can engage with them, send offers and other helpful information, […]

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How To Use Salesforce for Customer Service

It’s no secret that Salesforce is a leader the industry when it comes to customer service technology, with many current users looking to increase their investment. According to the Forbes, “61% of service organizations are increasing investments in actionable analytics within Salesforce. Integrating systems, reducing duplicate data entry, and implementing more responsive customer service are […]

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Salesforce Health Cloud Additions Announced at HIMSS

Did you hear? The world’s #1 healthcare engagement platform made some exciting announcements at the Healthcare Information and Management Systems Society (HIMSS) Conference in March 2018. The HIMSS Experience After arriving on site, thousands of healthcare professionals approached the convention center and slowly trickled into the vendor hall, ready for the influx of new healthcare […]

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How To Set Up Customer Communities in Salesforce

Customers often share ideas on their own, but an online customer community can provide a powerful mechanism for inviting your customers to proactively weigh in, and yield more powerful results.   We harnessed the power of Salesforce and the flexibility of Lightning Communities, components, custom page layouts, and themes to easily customize the experience in a […]

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Spring ’18 Takeaways to Give You a Salesforce Edge

With Spring ’18 hitting production last month, we’ve had time to familiarize ourselves with what some are considering Salesforce’s most feature-rich release ever. Among all those features, two really stand out. Here’s what you need to know. Spring ’18 Salesforce Features March You Towards Success Lightning Experience Macros Macros haven’t been on my radar until […]

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5 Questions to Ask Before Creating an Employee Community

It’s been very encouraging to see so many companies come around to the idea that keeping employees happy means creating and maintaining an environment in which they can thrive. One of the biggest and easiest ways to do this is to ensure they have what they need at their fingertips through an employee community. Also […]

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Salesforce Shield Event Monitoring: What You Need to Know

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 […]

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Empower Employee Ideas with Communities

Employees are the people who interact with their brands daily. Doesn’t it make sense they would have some of the best ideas? Let Your Employees’ Voices Be Heard Online community platforms, intranets, and other social engagement tools offer a unique way for your workforce to collaborate. But why not also leverage the power of your […]

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