2021

Salesforce is a leading Customer Relationship Management (CRM) system that allows you to efficiently coordinate your marketing, commerce, sales, IT, and service teams. By uniting your efforts, Salesforce allows you to most effectively support your customers and their diverse needs. If you’re wondering whether Salesforce is the right fit for your business, I’ve put...

Author: Katie Levy If you’re a member of the Salesforce ecosystem, you know how exciting Salesforce release seasons can be! With new features and enhancements, community ideas delivered, and more, Salesforce’s three releases per year bring fantastic opportunities to take advantage of the platform’s free, real-time innovation. If you are new to the Salesforce...

Salesforce Lightning is the next generation of the Salesforce user experience. This new tool can help organizations enhance productivity, increase conversions, and streamline internal processes on the customer relationship management (CRM) solution. For a business to leverage the full power of the Salesforce platform, it is important to understand the most important features of...

Documentation is one of the most overlooked -- and critical -- components of any Salesforce effort. When it comes to saving time, building efficiently, and quite simply, making sure your Salesforce org stays functional as new changes are introduced, documentation is crucial. Whether you are an administrator with a requirement to delete a field,...

There are many technologies available for marketing professionals and other business stakeholders to streamline operates and strengthen their company’s offerings. Salesforce Marketing Cloud is one of these tools—this application is Salesforce’s platform for marketing automation and customer engagement. Using this software-as-a-service (SaaS) application can help businesses accelerate conversion rates and execute winning marketing campaigns....