Salesforce CRM

Is your Salesforce Org ready for the Spring ’20 Release?

In this release, Salesforce has many changes including security enhancements and new functionality. https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/salesforce_release_notes.htm Please feel free to reach out to me if you have any questions or if you would simply like to go over the new release and how it can affect your org.

7 Reasons Why Salesforce should be the Core of your Business

Salesforce CRM is an American cloud-based software company that provides a Customer Relationship Management (CRM) application and the ability to build or buy other applications to connect on the Salesforce platform. Salesforce gives you the ability to easily extend your CRM with apps that business and IT can create together. Whether you build apps from …

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Want to be a Salesforce Professional? Research Shows You Should!

Key findings from Mason Frank’s independent Salesforce report Salesforce is one of the fastest-growing technologies in the world. As the number one CRM product on the market, businesses are utilizing Salesforce to overcome their sales, customer service, and marketing challenges. With this popularity, however, comes a huge demand for Salesforce professionals, as the drive for …

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Salesforce Trailhead of the Day: Pardot Training

Pardot, B2B marketing automation by Salesforce, offers a marketing automation solution supporting the needs of B2B organizations of every size. Pardot is a beast of a platform – and there is so much to learn. Thankfully, Salesforce has provided free learning on their platform – Trailhead. I have created a “Trailmix” that is a selected group of modules …

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Salesforce Path: The Good & How It Can Be Improved

Salesforce Path is a key Lightning feature.Path guides users along steps in a process, such as working an opportunity from a fresh lead to a successfully closed deal. Path is available for leads, opportunities, quotes, contracts, orders, and custom objects in Lightning Experience. Here is a short list of benefits of this powerful tool as well as features I believe …

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