Salesforce Spring 18 Features – Flow (Visual Workflow)

This is the fourth and final part of our Spring 18 write-ups. Lately, our last post has touched on a floating topic. For Winter 18 we covered Field Service Lightning, for Summer 17 we covered CPQ and now for Spring 18 we are going to take a look at Flow (what used to be called Read more about Salesforce Spring 18 Features – Flow (Visual Workflow)[…]

Salesforce Spring 18 Features – Communities, Chatter & Files

Welcome to the third post of our four part Salesforce Spring 18 release write-ups. In part one we covered all of the Lightning Sales Cloud, Sales Cloud Einstein and platform changes. Part two was all about Service Cloud and Field Service Lightning. For this part we’ll be covering all of the collaboration features: Communities, Chatter Read more about Salesforce Spring 18 Features – Communities, Chatter & Files[…]

Salesforce Spring 18 Features – Service Cloud & Field Service Lightning

I hope everyone had a terrific New Year and that you’re staying warm in this deep freeze. Hopefully things start thawing out soon and a good precursor to the real spring coming is that Salesforce Spring 18 is just a few short weeks away from going live. The release notes have been out for a Read more about Salesforce Spring 18 Features – Service Cloud & Field Service Lightning[…]

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

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[…]

Make Your Salesforce Community Stickier with Fave&Follow

You’ve spent a lot of energy, time and money building out your Salesforce Community. As part of that Community, you’ve worked hard to develop content for your members such as Knowledge Articles, Marketing Collateral, or even static pages that contain important information about your company or Community. Unfortunately, this isn’t Field of Dreams – just Read more about Make Your Salesforce Community Stickier with Fave&Follow[…]

Salesforce Winter 18 Features – Field Service Lightning

As of this weekend, Winter 18 is live and everyone is able to get at the packed release. We’re on our last post covering the Winter 18 features and in this one we’ll be doing a special focus on all of the Field Service Lightning features. Just as a reminder, in Part 1 of our Read more about Salesforce Winter 18 Features – Field Service Lightning[…]

Salesforce Winter 18 Features – Communities, Chatter & Files

Winter 18 starts rolling out next weekend and we’ve already covered all of the Sales Cloud and Service Cloud features. This is a huge release in general – the Winter 18 release notes are a massive 575+ pages of new features – but in particular this is a big one for Communities. The last few Read more about Salesforce Winter 18 Features – Communities, Chatter & Files[…]

Salesforce Winter 18 Features – Lightning Service Cloud

Winter 18 is just a few short weeks away from being released and right behind that is Dreamforce. Between the two, we are going to be inundated with a slew of new features. To start with, the Winter 18 release notes are a massive 575+ pages of new features. In Part 1 of our write-up Read more about Salesforce Winter 18 Features – Lightning Service Cloud[…]

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[…]

Audit your Service Cloud for PII / PID with GearsDataMask 2.0

In our introduction to GearsDataMask, we spoke about how inadvertent PII / PID is a real problem for Service organizations. You can have processes in place for your agents to ensure that credit card numbers and social security numbers are stored in a secure way – if at all – but you can’t prevent customers Read more about Audit your Service Cloud for PII / PID with GearsDataMask 2.0[…]

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[…]