Taking Control of Time: Building a Better Relationship with your Working Day

Finding effective strategies to manage our time and tasks is more important than ever in our fast-paced and demanding world....

Do You Really Need That Field?

It is straightforward to create a field in Salesforce. The flexibility of Salesforce is one of my favourite things about...

Summer ’23 Release – Our Salesforce Hot Picks

  Summer is just around the corner and with it comes the Summer '23 release notes. Our Salesforce team has put...

A Formula for Success

Formula fields are a great way to derive data using information from the record or related records. You can fall...

Get More Out of Your Leads with These Best Practices

A Lead’s journey through the Sales Cycle  So why use Leads? Creating Leads is an excellent feature of Salesforce for...

In-App Guidance Part 2: Scheduling & Testing

If you’ve read Part 1 of our In-App Guidance series, you’ll be familiar with what in-app guidance is, its use...

Are you ready to migrate to flow?

In the summer of 2020, Salesforce announced that Flow was the future and started putting more resources behind the development...

In-App Guidance Part 1: An Introduction

What is In-App Guidance? In-App Guidance is a Salesforce Lightning Experience feature that allows you to add prompts & walkthroughs...

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...

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Empowering our customers to succeed is one of our core business values and we really do put customer success at the heart of everything we do. To see how we can help you achieve your business objectives and realise the power of the Salesforce platform, get in touch with our team of experts.