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[…]

Customer Service in Manufacturing: Order Management Support

Welcome to part 1 of what will be an ongoing blog series covering different aspects of how manufacturers can leverage Salesforce to provide better customer service for their customers. Customer service in manufacturing is a pretty broad subject – on top of that, manufacturing as a whole is a pretty broad industry. When an industry Read more about Customer Service in Manufacturing: Order Management Support[…]

Protect Your Salesforce from Inadvertent Personal Identifiable Information (PII / PID)

You’re a Salesforce Service Cloud customer with your agents leveraging Salesforce to service each of your available channels. You’ve trained your agents never to put credit card or social security numbers directly into your Salesforce and you’re feeling pretty good about your internal PII policies to avoid being fined or exposing sensitive personal information about Read more about Protect Your Salesforce from Inadvertent Personal Identifiable Information (PII / PID)[…]

Salesforce Summer 17 Features – Communities, Chatter & Files

Hope everyone is having a great Memorial Day weekend. Right after Memorial Day, Summer 17 begins to hit in early June. It’s a huge release with a crazy 550 page release notes. As always, we’re writing about all of the great features and covered Sales Cloud in Part 1 and Service Cloud in Part 2. Read more about Salesforce Summer 17 Features – Communities, Chatter & Files[…]

Salesforce Summer 17 Features – Service Cloud and Field Service Lightning

Summer 17 is just around the corner with a whopping 550 page release notes and we’re digging into all of the great new features that are coming. In Part 1, we covered all of the new Sales Cloud features including the Lightning and Einstein updates that are for Sales. In this part we will be Read more about Salesforce Summer 17 Features – Service Cloud and Field Service Lightning[…]