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

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

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[…]

6 Reasons Sales Cloud Users Need to Switch to Lightning

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

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

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

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

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

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

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

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 is coming

Salesforce Spring 15 New Features – Part 1

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

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

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[…]

Salesforce Spring 14 New Features – Part 1

The Salesforce Spring ’14 release notes are out, and clocking in at 323 pages, it’s another big list of features to digest. In case you haven’t seen the announcements, the release itself has been pushed back about a month, and the new release dates are here. Similar to the Summer ’13 and Winter 14 releases, Read more about Salesforce Spring 14 New Features – Part 1[…]

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