Feb 21, 2019 | Salesforce CPQ
Once you have defined your criteria in the configure stage, the next area to focus on is the build of the quote itself. Quotes in terms of a Salesforce record relate to a way of documenting products and/or services required by your customer. This document can work as...
Feb 21, 2019 | Salesforce CPQ
The configure stage of Salesforce CPQ is the first element users encounter and can be incredibly useful, however people tend to rush over this stage rather than utilising all the functions that can really enhance your final quote. This is the step that helps assess...
Jan 25, 2019 | Salesforce CPQ, Salesforce Products
Salesforce CPQ allows you to ensure the price you’re providing to your customers is up to date and correct at all times. With the dynamic pricing attribute, prices can be updated regularly to ensure what you are providing is valid. You can also be sure there are no...
Jan 16, 2019 | Salesforce News and Updates
Making a change can sometimes be hard, that’s why we’ve created this post to help ease you in gently and provide all the tips you need for an easy migration from Salesforce Classic to Salesforce Lightning Experience. Once you’re there we’re certain you’ll love the all...
Jan 9, 2019 | Salesforce News and Updates
You now have your amazing Salesforce system and all the personalisations and configuration stages are complete. You’re really happy with it and you know how much the new system is going to benefit your team, so why are you finding no one is using it? Teams can...
Nov 28, 2018 | Salesforce Quick Tips
We get many frequent questions here at Silver Softworks, one of the most common being ‘How do I create a new list view?’. To help you out we have created this easy to follow short video and step by step. Firstly click on the opportunities tab. By default you will see...
Oct 30, 2018 | Salesforce
What is a Salesforce Admin? You’ve heard the term and you know you probably need their help on most things Salesforce related, but do you really know what a Salesforce Administrator does? From managing users, to training and even making system and configuration...
Oct 30, 2018 | Salesforce Quick Tips
Accessing the Kanban view can be incredibly helpful to not only those who respond to visuals best, but to help anyone arrange views to become more manageable and easily adjustable. The Kanban view is a way of taking one of your standard list views and visualising it...
Oct 30, 2018 | Einstein, Salesforce News and Updates, Salesforce Products
The Salesforce Winter ‘19 release has seen a number of interesting updates and new features. One of the most anticipated of which will be the pilot version of the new Salesforce Einstein Voice. Parker Harris, Co-Founder and CTO, Salesforce boasted “Einstein Voice will...
Oct 16, 2018 | Salesforce Quick Tips
Creating a new user can be troublesome if you’re not quite sure how to do it, however once you learn the steps, you’ll realise how simple it can be. To help you out we have created this easy to follow short video and step by step. To create a new user, the first step...
