+1 415 935 1776

Thursday, February 07, 2019

Spring '19 Release Highlights

Here's a deck that includes some of our favorite new features and functions for Spring '19 release.

Monday, October 15, 2018

Winter 19 Lightning Release Highlights

Here's a deck that includes some of our favorite Lightning functions, updated with several new features added in the Winter '19 release.

Wednesday, October 11, 2017

20 Reasons to Move to Salesforce Lightning NOW!

If you were thinking about moving to Salesforce's latest user experience, Salesforce Lightning, you might consider doing it with the release of Winter '18. Attached is a deck we put together of the best features in Lightning.

Thursday, November 17, 2016

How to view/edit converted lead records in Salesforce

In Salesforce, once leads are converted, you may view some details in lead reports, but all lead views and individual lead records are hidden from user view.  However, if you enable a user interface setting and create a Permission Set with two new Permissions (Spring '16 release), you can view these records and do a few more actions.

To enable the user permissions, first enable the organization preference on the User Interface page. From Setup, enter User Interface in the Quick Find box, then select User Interface under Customize. After you enable the organization preference, enable one or both of the user permissions in a permission set or profile. You can set audit fields only in API-enabled editions of Salesforce.

Please consult this Salesforce Help page for all the details.

Monday, November 14, 2016

How to get in your customers head, if you're a B2B marketer

Recently, I had the good fortune to work with the customer success team at Pardot, on behalf of a client of mine.   The team at Pardot was great, helpful and very insightful about how to operationally setup their B2B marketing automation solution.  I think it's a great solution, and if you're using Salesforce, it's a tighter technology solution than others out there.

The other recommendation they provided was to check out their Marketing Automation guru-in-residence, Mathew Sweezey @msweezey.  I did and was really impressed.  Here are two very insightful videos to help you better understand the current state of B2B marketing and what we need to do as marketers to be successful.  I highly recommend both...

slight twist on content

Wednesday, October 26, 2016

Are you bored at work?

My client Udemy launched a new 2016 Udemy Workplace Boredom Study. I wanted to make sure you saw it as it has some interesting findings around why levels of employee engagement are so low and what companies can do to fix it.

In this study, Udemy looked at why people show up to work so uninspired and what organizations can do to ignite increased passion in their employees. In this study you can learn about:
  • The most disengaged segments of the workforce
  • The consequences of boredom at work
  • The causes behind worker apathy
  • How business and HR leaders can drive employee passion and productivity through learning

Wednesday, March 23, 2016

Automate Custom Contracts and more from Salesforce

USE CASE: A client needed to generate Sales Orders and Contracts from Salesforce Opportunities that include Product Items.   They needed to be able to support both hard coded sales quote/order templates and also a red line contract process.  With Conga Composer and DocuSign paired up, we were able to add buttons to the Opportunity page layout for Sales Quotes, Sales Orders, multi-section Contracts and all routed via DocuSign.  To learn more contact us for details or search for Conga in the Salesforce appexchange.

Conga Composer® makes it easy to create and deliver sophisticated documents, presentations and reports from Salesforce® by automatically populating richly-formatted templates with data from any standard or custom object. Composer enables salesforce.com customers to customize, streamline and scale their document generation and reporting for unlimited use cases across all organizations and industries.