2022

Contributors: Katie Levy, Michele O'Brien, and Rachel Bryars “Wait, did anyone tell us this was coming?”  “I know we just implemented Salesforce, but I have no idea where to go to get help.”  “Why are we doing this, again?”  “We’ve been using this tool for a while, but leadership doesn’t seem invested, so I’m...

Salesforce is an ecosystem of tools and applications that businesses can leverage to support sales, marketing, data analysis, and more. There are many features available that can help team members collaborate on projects faster and more efficiently, including Salesforce Chatter. Salesforce Chatter is a social collaboration platform for Salesforce customers, helping employees share files,...

HigherEchelon Contributors: Michele O'Brien, Salesforce Consultant and Stephanie Maenza, Jr. Business Analyst Calling All Sales & Marketing Teams (Plus Salesforce and Pardot Admins): You are 15 Minutes Away from Successfully Subscribing Your Salesforce Contacts to Your Email Lists. Follow the Easy Steps Below.   *Note: Pardot is now called Marketing Cloud Account Engagement. Read...

As a business, data security is a top priority. When you implement customer relationship management (CRM) software like Salesforce in your organization, you want to ensure that your information is safe and protected.  It is very common to wonder if your data is safe on Salesforce. Fortunately, Salesforce includes many important safeguards that are...

It is that time again – Salesforce release time! Are you new to the Salesforce ecosystem and not sure what this means for you? Are you a seasoned pro and curious about what Salesforce has in store for us? Regardless of your role or experience level, we have you covered with a review of...