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Preparing for Segmentation
by Samantha Safin published Apr 04, 2018 — filed under: , , ,
You’re ready to speak to your prospects and customers one-to-one, and that means segmenting your audience...but where to start?
Located in Archive / 2018
Can You Automate This? Or, A Salesforce Admin’s Guide to Negotiating Business Process
by Amy Bucciferro published Mar 27, 2018 last modified Apr 08, 2018 07:03 PM — filed under: , ,
Automation in Salesforce is great for well-defined processes, but what if you’re asked to automate something and find it to be less than well defined?
Located in Archive / 2018
Happy New Customers!
by Scott Searle published Jan 05, 2018 — filed under: , , , ,
Maintaining happy customers is an ongoing process for every organization, but you never get a second chance to make a good first impression.
Located in Archive / 2018
Better Than You Found It
by Samantha Safin published Nov 29, 2017 — filed under: , , , , ,
Getting a new job is exciting, and if you’re a Salesforce Admin, it’s a good time to make sure that you’ve set up your successor to be, well, successful.
Located in Archive / 2017
Relate an Activity to Multiple Whats
by James Bujold published Jun 24, 2017 — filed under: , , ,
Ever wanted a simple way to add more than one RelatedTo record to an Event? Keep reading.
Located in Archive / 2017
My Salesforce Resolutions for 2017
by James Bujold published Jan 10, 2017 — filed under: , , , , ,
It’s time to get carried away setting some ambitious goals for the new year. Make sure to include some Salesforce goals among your resolutions this year.
Located in Archive / 2017
End of Year Salesforce Administrator Checklist
by Amy Bucciferro published Dec 13, 2016 — filed under: , ,
Getting your Salesforce organization ready for the new year.
Located in Archive / 2016
The Pluses and Pitfalls of Virtual User Training
by Amy Bucciferro published Apr 12, 2016 — filed under: , , ,
How to make the best of training users remotely.
Located in Archive / 2016
Top Tools for Nonprofits 2.0
by Mariel Espinal published Mar 24, 2016 — filed under: , ,
An updated list of tools that nonprofit organizations can greatly benefit from. For the most part these tools do offer discounts and help organizations focus on their mission by making the day to day tasks a little less tedious and more streamlined.
Located in Archive / 2016
Is your Salesforce organization holiday-ready?
by Amy Bucciferro published Dec 22, 2015 — filed under: , , ,
Tools and considerations to prepare for times when many people are out of office.
Located in Archive / 2015