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 Spring 17 Features – Communities, Chatter & Files

Spring 17 will be here shortly and the release notes are officially out. This is our final part for our write-up on Spring 17. In our last part we covered all of the Service Cloud features and we started with Sales Cloud in Part 1. In this part we’ll be covering all of the collaboration Read more about Salesforce Spring 17 Features – Communities, Chatter & Files[…]

Salesforce Winter 17 Features – Communities & Chatter

We’re up to part 3 of 4 of our Winter 17 write-up. Our last post covered a a huge update for Service Cloud while our first part covered Sales Cloud and Lightning Experience. This part will focus on the Collaboration features coming out in Communities and Chatter. For both Communities and Chatter this is a Read more about Salesforce Winter 17 Features – Communities & Chatter[…]

Salesforce Summer 16

Salesforce Summer 16 Feature Write-up – Communities & Collaboration

Summer 16 has already been rolled out to half of the instances this weekend with the other half going live next weekend. In Part 3 of our 4 part write-up, we’re continuing our deep-dive into the release notes. For this part we are focusing on all of the Collaboration features – Communities, Chatter, and Files. Read more about Salesforce Summer 16 Feature Write-up – Communities & Collaboration[…]

Salesforce Spring 16 New Features – Part 3

This is part 3 of our 4 part Spring 16 release write-up. In Part 1 we covered the new Lightning Experience features and in Part 2 we focused on Service Cloud. For this part were are going to focus on all of the Collaboration features – mostly updates to Chatter, Communities and Files. Lots of Read more about Salesforce Spring 16 New Features – Part 3[…]

Salesforce Winter 16 Feature Write-up – Chatter & Communities

Winter 16 is only a week away, so hopefully everyone is prepped and ready to go for it. Last week in Part 2 of our Winter 16 write-up we covered all of the new Service Cloud features and in our Part 1 we exclusively went over the Lightning Experience and what that will entail (hint Read more about Salesforce Winter 16 Feature Write-up – Chatter & Communities[…]

Salesforce Summer 15 New Features – Part 3

It’s been getting hot out here in New England, so this new Summer 15 logo is starting to feel really appropriate. I’ve already had a few ice cream runs, including my favorite spot of all, The Ice Cream Smuggler down in Dennis, MA (coffee heath bar – nothing is better) so the real Summer is Read more about Salesforce Summer 15 New Features – Part 3[…]

Salesforce Spring 15 is coming

Salesforce Spring 15 New Features – Part 3

It’s 15 degrees in Boston right now and I’m sick of winter already. At least Spring 15 is coming around the corner – and hopefully the real spring behind it. This is the final part of a three part write-up and is focused on the Collaboration features for Spring 15. The parts of the full Read more about Salesforce Spring 15 New Features – Part 3[…]

Salesforce Winter 15 New Features – Part 3

The Winter 15 release notes are out, and we’re on Part 3 of our 3 part series detailing the more interesting new features. In Part 1, we discussed the new Winter 15 features for Sales, Salesforce1 and the Platform. In Part 2 we spent some time on all the new Service Cloud features. Now, for Read more about Salesforce Winter 15 New Features – Part 3[…]

Salesforce Summer 14 New Features – Part 2

In Part I we covered the new features in Summer 14 for Sales, Salesforce1 and the platform. For Part 2, we are going to be covering Chatter, Communities and Work.com enhancements. (Just as a reminder, Part 3, will cover Service Cloud.) As always, no particular order to these: Salesforce File Sync – Unfortunately, the pre-release Read more about Salesforce Summer 14 New Features – Part 2[…]

Salesforce Spring 14 New Features – Part 2

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. Being too big for one post, we split this Read more about Salesforce Spring 14 New Features – Part 2[…]

Salesforce Winter 14 Features – Part II

The Salesforce Winter ’14 release notes are out, and it’s another big one. In the first part, we covered the Sales, Chatter & Platform updates. In this part, we’ll cover Service and Communities as well as a few features that tie in nicely with them. As always, in no particular order here are some of Read more about Salesforce Winter 14 Features – Part II[…]

Introducing Communities Webinar

On July 10th 2013, we hosted the fourth of our Lunch & Learn webinars – Introducing Salesforce Communities. We covered a range of topics around Communities as well as how this impacts the original Customer & Partner Portals, including: A Communities Overview and what’s new in Communities over Portals A walk-through of how Communities works Read more about Introducing Communities Webinar[…]

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