Salesforce Spring 18 Features – Lightning Sales Cloud, Einstein Sales Cloud and Force.com

Posted on December 30, 2017March 1, 2018 by Harry

Happy Holidays to everyone and I hope you’re all getting ready for a great New Year and ready for an exciting 2018. It’s been like clockwork now for 3 straight years in that Salesforce unveils the release notes right before Christmas – delivering a great present to all of us Salesforce geeks out there that Read more about Salesforce Spring 18 Features – Lightning Sales Cloud, Einstein Sales Cloud and Force.com[…]

Salesforce Winter 18 Features – Lightning Sales Cloud, Einstein Sales Cloud and Force.com

Posted on September 6, 2017November 1, 2017 by Harry

Amazingly summer is over and September is here already. I hope everyone had a good summer and you’re enjoying the last long weekend for a bit. With the end of summer, means Salesforce’s next release is coming soon and sure enough, the Winter 18 release notes are out. I actually think the new Winter 18 Read more about Salesforce Winter 18 Features – Lightning Sales Cloud, Einstein Sales Cloud and Force.com[…]

Salesforce Summer 17 Features – CPQ

Posted on July 29, 2017 by Cindy Bouchard

Hope everyone is having a terrific summer. We are adding a bonus updates to our Summer 17 blog series (Sales Cloud, Service Cloud & Communities updates) as Salesforce CPQ Summer 17 was just recently made generally available. This is a big release with some cool new features. This release incorporates features from Spring 17, which Read more about Salesforce Summer 17 Features – CPQ[…]

Salesforce Summer 17 Features – Lightning Sales Cloud, Einstein Sales Cloud and Force.com

Posted on May 7, 2017July 31, 2017 by Harry

Summer is almost here with Memorial Day right around the corner and just on time is the new Summer 17 release. Summer 17 will be hitting your instance in early June, and as always we’re digging into the release notes discussing all the cool and exciting features. Summer 17 is a whopper with nearly 550 Read more about Salesforce Summer 17 Features – Lightning Sales Cloud, Einstein Sales Cloud and Force.com[…]

6 Reasons Sales Cloud Users Need to Switch to Lightning

Posted on February 26, 2017March 2, 2017 by Harry

When most people think of Lightning Experience they think mostly about how it’s a new look and feel for Salesforce and that’s about it. Lightning Experience is much more than that. The past few Salesforce releases have been packed with features aimed at helping sales users to work smarter, faster and be more productive – Read more about 6 Reasons Sales Cloud Users Need to Switch to Lightning[…]

Why Sales Cloud Users Need to Switch to Lightning – Webinar

Posted on February 10, 2017 by Harry

The past few Salesforce releases have been packed with features aimed at helping sales users to work smarter, faster and be more productive – but these features are exclusive to Lightning Experience (LEX). If you’ve been considering migrating to LEX, now is the perfect time to take advantage of the significant enhancements being rolled out Read more about Why Sales Cloud Users Need to Switch to Lightning – Webinar[…]

Salesforce Spring 17 Features – Sales Cloud and Force.com

Posted on January 2, 2017January 30, 2017 by Harry

Happy New Year everyone! Hope your New Year celebrations were fun and safe and that you’re up for a terrific 2017. Salesforce is kicking off 2017 with their Spring 17 release and the release notes are officially out. It’s another big one – with 452 pages of features – Lightning all over the place and Read more about Salesforce Spring 17 Features – Sales Cloud and Force.com[…]

Salesforce Winter 17 Features – Sales, Lightning Experience & Force.com

Posted on September 5, 2016September 25, 2016 by Harry

Hope everyone had a great summer. Can’t believe this is already Labor Day. I feel like I just wrote about all of the Summer 16 features to kick-off the summer, and here I am again. We need another month of summer. Well, the one positive of summer wrapping up is that we’re getting closer to Read more about Salesforce Winter 17 Features – Sales, Lightning Experience & Force.com[…]

Salesforce Summer 16 Feature Write-up – Sales, Lightning Experience & Force.com

Posted on May 8, 2016July 25, 2016 by Harry

Summer 16 is actually salesforce’s 50th release (I’ve been a customer or partner for 45 of these so this is officially making me feel old) and the release notes are out. With Summer 16, we’re now 3 releases deep into the Lightning Experience roll-out, and it’s starting to get to the point where if you Read more about Salesforce Summer 16 Feature Write-up – Sales, Lightning Experience & Force.com[…]

New Lightning Salesforce Editions

Posted on February 4, 2016February 4, 2016 by Harry

Yesterday at a special broadcast for the FY17 kickoff, salesforce made a bunch of announcements about new products coming, but also announced upcoming changes to their license editions. Some interesting changes here that will impact both future customers as well as all of the existing customers. Basically, on 5/1/16, existing customers will have their instance Read more about New Lightning Salesforce Editions[…]

Salesforce Spring 16 Feature Write-up – Sales, Analytics, salesforce1 and Platform

Posted on January 30, 2016September 18, 2017 by Harry

Well, we’re on the last part of our 4 part write-up of the Spring 16 release write-up. In Part 1 we covered the new Lightning Experience features and in Part 2 we focused on Service Cloud. In our previous part we covered all of the collaboration features. In our final part were are going to Read more about Salesforce Spring 16 Feature Write-up – Sales, Analytics, salesforce1 and Platform[…]

Salesforce Winter 16 Feature Write-up – Sales, salesforce1 and Platform

Posted on October 5, 2015May 7, 2016 by Harry

Winter 16 is already here for half of us, and the other half will be getting it this upcoming weekend. In Part 3, we covered all of the Collaboration Features in Winter 16 including updates to Chatter and some major new features for Communities. Here in our last part we’ll be covering all of the Read more about Salesforce Winter 16 Feature Write-up – Sales, salesforce1 and Platform[…]

Salesforce Summer 15 Feature Write-up – Part 1

Posted on April 26, 2015May 31, 2015 by Harry

It’s time for yet another salesforce release and the Summer 15 release notes are now available to review. This is another big release – especially some of the Service Cloud features – and includes some of the remaining items that were shown off at Dreamforce but haven’t been released yet. For the last two write-ups Read more about Salesforce Summer 15 Feature Write-up – Part 1[…]

Salesforce Spring 15 New Features – Part 1

Posted on December 28, 2014January 29, 2015 by Harry

I spent Christmas Eve pouring over the new Spring 15 release notes thoroughly enjoying my first Christmas present of the season. Does that make me a little odd? Possibly, but why else would salesforce release these on Christmas Eve unless they knew there were a large group of people like me? (no need to answer Read more about Salesforce Spring 15 New Features – Part 1[…]

Salesforce Summer 14 New Features – Part 1

Posted on May 25, 2014June 28, 2014 by Harry

Feels like we’re still digesting Spring 14, and the Summer ’14 release notes are already out. With another over 300 pages of release notes (327 pages in all!), there is a lot to digest here. Similar to the last few releases (Summer ’13, Winter 14 and Spring 14) there is too much here to do Read more about Salesforce Summer 14 New Features – Part 1[…]

Round Robin Assignments for Leads or Cases in Salesforce.com

Posted on April 6, 2014April 7, 2014 by Harry

One of the most common salesforce enhancements requested from our clients is to allow them to create round robin assignments for Leads or Cases. If this is a pretty straight-forward round robin, it can be done with config using an Auto-number and a formula field. First, you create the auto-number field on the object you Read more about Round Robin Assignments for Leads or Cases in Salesforce.com[…]