Best Practice for migrating to Salesforce Lightning Preview your Org in Lightning: See your current Salesforce org in Lightning Experience without having to enable the new interface…The Migration Assistant’s Preview feature lets you explore your production org in Lightning Experience, so you can see exactly how your real data and your current customisations work in the new interface. Have a [...]
Salesforce Lightning is a seriously intelligent customer relationship management (CRM) application with a point of view that helps you sell smarter, sell faster, and sell the way you want, from anywhere. But that’s not all. Here are 8 additional reasons to make the move to Lightning: 1. The latest innovation By switching on Lightning, you will have access the latest [...]
There are hundreds of apps on the Salesforce Appexchange, many of which we regularly use to implement solutions for our customers. With so many to choose from it can be difficult to decide which to use. Our top recommendation for this month is Conga Composer. Conga Composer makes document generation easy and accurate. Save time, cut costs & scale up [...]
Salesforce Lightning – The future of CRM. Lightning Experience is a completely new Salesforce and a completely new way to sell. It’s a re-imagined platform designed to maximise sales rep productivity, complete with analytics and in-line intelligence that will drive sales precision. The Lightning Experience brings a re-imagined consumer-like experience that is modern, efficient and smart to Salesforce users [...]
The latest Salesforce release, Summer ’17 has landed and a host of great new features across the Salesforce platform are now available to users. Here are our top 10 features you should be sure to check out: 1) Lightning for Gmail Experience the power of Salesforce Lightning CRM, now in Gmail. See the power of your Salesforce [...]
This week our team showcased our services at the Sales Innovation Expo and B2B Marketing Expo at Excel London. Our Stand was busy with our consultants demoing Salesforce and Pardot to interested attendees. On the stand we ran a competition to "Win an iPad Mini", the competition draw took place today and the iPad is on its way [...]
Salesforce Spring ’17 Release – Our Top Picks The latest Salesforce release (Spring ’17) is moving closer. This release is going to contain many Lightning Experience usability enhancements. Users will be pleasantly surprised and companies on classic will be starting to take another look at their Lightning readiness. We have been through the release notes and there are [...]
Our Productivity Enhancing Picks for your Sales Team The latest Salesforce release (Spring ’17) is on the horizon. This release is going to contain many Lightning Experience usability enhancements. Users will be pleasantly surprised and companies on classic will be starting to take another look at their Lightning readiness. We have been through the release notes and wanted [...]
Salesforce has recently communicated with customers regarding TLS (Transport Layer Security) 1.0 being disabled on 4th March 2017. Our expert consultants have assessed the impact of this change and come up with our recommendations to avoid any disruption to your Salesforce environment. Key actions to be taken are: - Check your organisation is using a supported browser version. Click here to view the supported [...]
Conga & Salesforce: Automatic Invoicing A really interesting requirement came to us from an existing client leveraging Salesforce to run their partner channel business - They wanted to create an automated self invoice for partners who had referred sales deals to them where the opportunities had been won. After firmly attaching our consulting cap and doing some more [...]