We explain the different between data migration and data integration, provide an example specific to higher education, and provide key technical requirements for a data migration.
In this video tutorial we review automation in Salesforce using process builder and flow. We’ll compare the two methods and address why we suggest flow for most situations.
In this video we show how to use native list views in Salesforce lightning to pull a targeted list of records such as leads, contacts or opportunities.
In this short video we will demonstrate how to use the native Salesforce approval process functionality to support admissions application review. While this example uses a higher education process, it can be easily modified to support a variety of approval processes.
We walk you through sending a group or mass email using the native Salesforce list email feature in just 5 easy steps.
Salesforce Administrators are a big deal. Is an internal placement or external hire the right choice for your team? Elevation’s Elise Hastings and Jeanne Jobes have a few pointers to help you decide.