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Unorthodox Salesforce Email-to-Case

Focusing on an alternative and unorthodox use of Salesforce’s Email-to-Case feature, for logging emails sent to a distribution list.

Updating Latest Child Record on Parent Layout in Salesforce Lightning

How to update the latest child record on a parent layout in Salesforce Lightning Record Pages.

Usability Wins with Dynamic Lightning Pages in Salesforce

How Dynamic Lightning Pages can address some common requests in perhaps surprising ways.

Using Chatter Like a Pro: Working It Into Your Workflow

The Spring '11 release of Salesforce.com brought some new Chatter features that can bring your productivity and collaboration to new heights.

Using Google Docs for GTD® , Scrums & Project Management

While Google Wave died almost a year ago, Google Docs and Drive live on so it is time to revisit how we use it for Getting Things Done® (GTD® ), scrums, and ...

Using Google Wave for GTD®, Scrums and Project Management

Our team takes on using Google Wave for productivity, events, agendas and generally getting things done (GTD®).

Using Leads in Program Management

The concept behind the Leads object in Salesforce is extremely useful, and not just for marketing and sales teams to hand-off prospects.

Using Listviews to Mass Email - Alternative to Automation

A step by step guide to sending Salesforce.com mass emails in batches and track when the emails were sent all from the same view. Caution, I am going to get ...

Using Templates to Build Salesforce Communities

Building Salesforce communities and why utilizing a template can provide everything you need and more.

Utilizing Quip Connect for Salesforce to Improve Team Collaboration

An overview of how Quip Connect for Salesforce can be used as a collaboration tool to increase productivity and transparency of data for your teams and shared ...