Aug 13, 2020 | Financial Services
In recent years, Salesforce has delivered vertical-specific products, like Financial Services Cloud in order to provide more client tailored solutions, more appropriate data models and a more enhanced advisor view. The Financial Services industry is an important...
Jun 17, 2020 | CRM, Salesforce Admin, Training
Health Check your Salesforce Platform so that your Business can Grow. Could a Salesforce Health Check get your business back on track with their CRM system? Most Salesforce customers understand that Salesforce is an agile platform, capable of keeping up with even the...
Oct 28, 2019 | Salesforce Quick Tips
Creating Salesforce reports allows for a clear view of progress and helps identify related data in your org. Easily sort data with Salesforce filters to see what you need to find straight away without having to manually sift through hundreds or thousands of records....
Oct 28, 2019 | Salesforce Quick Tips
Visualising your reports in a graphical manner can help users clearly see progression and changes in trends. Easily create and organise Salesforce dashboards with an array of graphs to separate your data however needed to refer back to at any time. Creating a detailed...
Oct 28, 2019 | Salesforce Quick Tips
Resetting user passwords in Salesforce is a useful skill to know. To help, we have created this quick tips video to show you how simple resetting Salesforce passwords can be. Simply follow the short step-by-step instructions or copy the actions along with the video to...
Oct 28, 2019 | Salesforce Quick Tips
Salesforce CPQ (Configure, Price, Quote) has a range of really helpful features that integrate perfectly within Salesforce, allowing you to create detailed quotes to close business faster. Sometimes a basic one off quote is all you need, but if you’re looking for more...
Jul 22, 2019 | Salesforce Apps
This month’s app is Cloudingo. Found here on the AppExchange, Cloudingo allows users to always be sure they have clean and trustworthy data. The app boasts the ability to clean all of your records whilst dealing with duplicates and maintaining only useful data....
