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Unorthodox Salesforce Email-to-Case
by Roger Mitchell published Jul 01, 2013 — filed under: , , ,
Focusing on an alternative and unorthodox use of Salesforce’s Email-to-Case feature, for logging emails sent to a distribution list.
Located in Archive / 2013
Winter 16 for Financial Services
by Jason Atwood published Oct 15, 2015 — filed under: , ,
A look at all the goodies in Salesforce Winter 16 that might peak the interest of Financial Services customers.
Located in Archive / 2015
Financial Services Resources at Dreamforce 13
by Ashley Leifer published Nov 12, 2013 — filed under: , ,
This year, Dreamforce 13 provides a lot of exciting sessions and topics dedicated to the Financial Services industry.
Located in Archive / 2013
One-Pager Tear Sheets with Conga Composer
by Roger Mitchell published Dec 14, 2012 — filed under: , ,
A look into using Conga Composer to generate one-page tear sheets, to summarize a Limited Partner or Fund for financial firms.
Located in Archive / 2012