It’s the second week of Month of Lightning and we’re diving into how to roll out Lightning. This week, focus on planning, configuring, and launching Lightning Experience to a small group of people (or even just one person). Check Yourself We compiled a checklist of actions you can take this week to rollout Lightning and […]
The Salesforce Winter ‘18 release is packed full of awesome Lightning Experience features you won’t want to miss out on! We’re taking productivity to a whole new level with features like mass inline edits in List Views, Related List Quick Links, Dynamic Lightning Pages and Calendar Sharing. If you haven’t already run the Lightning Readiness […]
Tune into the Lightning Experience Pro Tip blog series to learn about setting up Lightning Experience and how to avoid common gotchas along the way. In the first post in this series, we looked at configuring the activity timeline in Lightning Experience to include the information needed by your sales team. Now let’s make sure […]
It’s the first week of Month of Lightning and we’re taking the time to Discover all the amazing aspects of Lightning. This week I want you to focus on learning, evaluating and aligning your company so you are set up for success when you roll out Lightning. Check Yourself We compiled a check list of […]
Admins are doing incredible things with Salesforce: building new apps, automating businesses, and creating new careers. We’re excited to bring you MOAR #AwesomeAdmin Lightning Stories to highlight just how much more Admins can do in their organizations with Lightning! Our new videos of #AwesomeAdmins highlight what they love most about Lightning. Stephanie Herrera’s favorite feature is Kanban […]
Salesforce is best known for its leadership position in B2B, but it also offers powerful solutions in B2C and for our customers who sell to individuals. The core feature for using Salesforce to manage B2C relationships is the “Person Account.” This feature has been around for quite a while, and thousands of organizations are using […]
This post is the first in the Lightning Experience Pro Tip blog series. Tune in for help integrating your org’s data and business-critical customizations with the productivity-enhancing features in Lightning Experience. We’ll look at ways to avoid common gotchas and work around some of the issues that may have you stumped. With the activity timeline in […]
Calling all Salesforce Admins! Let’s take a minute to get real about security. As a Salesforce Admin, security is an essential part of your job, just like it is for us — in fact, security is our number 1 priority at Salesforce. Now that the Summer ’17 release is here, there are even more ways […]
So tomorrow is your go live date for Salesforce. You built some really cool apps and features for your sales people and you can’t wait to roll them out. But then you think, “Will they actually use it?” A tactic many companies use is implementing a top-down policy. If it’s not in Salesforce, it doesn’t […]
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