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5 Steps to Setting Up a Custom Domain for a Lightning Community

There are several ways to set up a custom domain in Salesforce, but there is only one way you should be setting up your custom domain. Trust me, I went through the headache of trying every single one. Yes, setting up a domain can be daunting. But, I’ve broken it down into five easy-to-follow steps […]

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5 Tips for Amazon Connect Salesforce integration: CTI v2

In early September, Amazon released a revised version of the Amazon Connect CTI adapter for Salesforce (v2), adding several new features and allowing for a deeper integration between the contact center and CRM. The following articles contain the official announcement: Building an automated AI experience with Amazon Connect and Salesforce Service Cloud Amazon Connect Salesforce […]

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Salesforce Lightning High School: Think Mobile and User Adoption!

I don’t know about you but I would love to go back to high school and change a few things! On a recent client discovery interview, a successful Financial Advisor made the following statement about her frustration with the Salesforce Classic Interface: “There are just way too many clicks!” I chuckled and said, “In many […]

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3 Tools for Crafting Your Salesforce Lightning Migration Strategy

Still on Salesforce Classic? It’s OK. We understand. According to Salesforce, Lightning is “a quantum leap forward in functionality, usability, and speed for every user including admins, developers, and executives.” Making the move to Lightning isn’t as easy as the flip of a switch, but it’s becoming more and more necessary with each Salesforce release. Sales Path, […]

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