Salesforce integration users have arrived! This new user is here to make system-to-system integrations more secure and org best practices easier to maintain.
Salesforce Spring ’23 Release Highlights
Salesforce’s Spring ‘23 Product Release became generally available this week and is jam packed with helpful updates. This post includes some aspects of this release we’re excited about. If you have a component in mind you don’t see below but would like to know more about, let us know!
6 Tips for Training and Preparing Salesforce End Users
One of our wonderful Consultants, Kelly Scott, shares some unique training tips that promote great end user adoption!
Simple Steps to Turn on MFA for Salesforce Users
As of Feb 1, 2022, multi-factor authentication (MFA) will be required to access all Salesforce products. Not to worry! Salesforce made sure plenty of resources were created to make this update manageable.
Easily Manage Salesforce Records with Salesforce List Views | Tutorial
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.
Using Approval Processes in Salesforce to Support Application Review | Tutorial
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.