Dreamforce 2023 is the largest and most anticipated Salesforce event of the year. It’s a place where Trailblazers from all over the world come together to learn, network, and be inspired. One of the key themes of this year’s conference was the future of finance. Salesforce CEO Marc Benioff and others talked about how AI […]
Anthony Herman
Blogs from this Author
Transitioning from Notes and Attachments to Files in Salesforce
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 […]
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 […]
The Ultimate Salesforce Deployment Checklist
According to Forrester’s recent CRM trends report geared to help users navigate the future of CRM in 2017, the use of customer relationship management (CRM) solutions should be viewed as the foundational building block to power your customer experience (CX) strategy. For Salesforce users looking to tap into the true power of the platform, your […]