Salesforce Flows are a type of Declarative Automation that allows you to automate complex business processes using clicks, not code. Continue reading “Mastering the Move: Salesforce to Flow Transition Tips”
Author: Snazek Beydoun
Staying Ahead of the Curve: Best Practices for Salesforce Release Planning
Salesforce provides release updates that improve the performance, logic, security, and usability of their products 3 times a year – Spring, Summer and Winter. Whether you are transitioning from Classic to Lightning, or you’ve been on Lightning from the start, keeping up with the latest release will bring you one step closer to boosting the productivity of your users. Continue reading “Staying Ahead of the Curve: Best Practices for Salesforce Release Planning”
Track Which Marketing Campaigns Are Driving Salesforce Tasks
Salesforce Tasks have been around for quite a long time, acting as a bridge between different teams and team members. When it comes to marketing activities, a common request we had was ‘Can we see which campaign triggered our tasks?’. Up until now, we were unsure, but not anymore.
Continue reading “Track Which Marketing Campaigns Are Driving Salesforce Tasks”
Winter ’23 Release: Our Top 5 Sales Cloud Features
It’s finally here… the highly anticipated release notes are now available, outlining all of the new features & functionality that will become available in September/October. To find out when the release will be available in your org, check out the Maintenance Calendar.
Carry on reading to find out what our top 5 features are in the Winter ’23 release…
Continue reading “Winter ’23 Release: Our Top 5 Sales Cloud Features”
5 Exciting New Features in the Winter ’22 Release!
With the Winter ’22 release just days away, we thought we would list some of the new Salesforce features we are most excited to see!
Continue reading “5 Exciting New Features in the Winter ’22 Release!”
Setting up Multiple Currencies in Salesforce
Does your organisation operate in multiple Countries? Do users need to be able to view opportunities and quotes in their local currency?
If you answered yes, then the multiple currency feature in Salesforce might be something you want to look into!
Continue reading “Setting up Multiple Currencies in Salesforce”
Improve your data quality by activating the Country/State Picklist
When implementing Salesforce, the Country/State picklist is a feature most people would expect to automatically be configured. However, this is not the case. Salesforce likes to give you the option. So you can switch from a free text field to a standardised list of values. Improve data quality by activating the Country/State picklist. Keep reading to find out how.
Continue reading “Improve your data quality by activating the Country/State Picklist”
Top 5 Salesforce Summer’21 Release Features
With the Salesforce Summer’21 release date just around the corner, we’ve put together some of the main features we are looking forward to seeing.
Continue reading “Top 5 Salesforce Summer’21 Release Features”
Making the most out of your Salesforce Instance using Salesforce Optimizer
From PDF to App, the Salesforce Optimizer has come a long way since its release in Spring-17.
In today’s blog I will be talking about the changes made. And how you can use this handy tool to optimise your Salesforce Instance.
Continue reading “Making the most out of your Salesforce Instance using Salesforce Optimizer”
When is it time for a Salesforce Health Check?
Although Salesforce controls a lot of their security features, there are different levels of security that you need to be aware of. The simplest way to do this is by running a Salesforce Health Check.
In this blog, I have listed some of the main reasons for when it would be a good time to run a Health Check. And the benefits it has for your business.
Continue reading “When is it time for a Salesforce Health Check?”
MFA for Salesforce Users: What you need to know
The number of cyberattacks against businesses is on the rise. Therefore, it is important that we implement stronger security measures to protect our customers and their data.
Consequently, MFA for Salesforce Users will be required in order to access Salesforce products from February 2022.
Continue reading “MFA for Salesforce Users: What you need to know”