by Bill Thach and Marilyn Prevatte | Feb 9, 2023 | Salesforce
Salesforce is one of the most powerful CRM systems available. It helps keep your sales team on track by setting up reminders to follow up on leads, meetings, or any other task related to securing the deal. Keeping your to-do list in Salesforce Lightning and staying on...
by Bill Thach and Marilyn Prevatte | Jan 26, 2023 | Blog, Salesforce
Salesforce has a new feature called Permission Set Groups. So, what are Permission Set Groups, and when should you use Permission Set Groups? Permission Set Groups allow Admins to combine multiple permission sets into a single permission set group for user assignment....
by Bill Thach and Marilyn Prevatte | Nov 17, 2022 | Blog, Customer Relationship Management, Salesforce
Salesforce Custom Address Fields Have Finally Arrived! Over the next few blogs, we are going to give you step-by-step instructions on some of the most valuable new Salesforce features released in 2022. Let us start with Custom Address Fields. Gone are the days when...
