by Bill Thach | Dec 6, 2023 | Blog, Salesforce
An important mantra for any organization that wants to utilize its CRM effectively is: If it’s not recorded in the CRM, it didn’t happen! All essential communications and customer emails must be recorded against the customer record for future reference....
by Bill Thach | Nov 21, 2023 | Blog, Salesforce
Salesforce Flow error messages are something that every user in the ecosystem faces. Traditionally, when you run into a flow error when trying to save a record, you are presented with a cryptic error message that doesn’t always make sense regarding the issue. If...
by Bill Thach | Nov 15, 2023 | Blog, Salesforce
With the Winter ’24 release, Salesforce has brought a new feature called Reactive Screen Components. Reactive Screens are a feature that will take Flow screen building to the next level. Previously, when building a screen flow, the user would have to create...
by Marilyn Prevatte | Nov 7, 2023 | Blog, Salesforce
Salesforce has three similar automation tools that allow you to automate your business processes. They have some functionality in common; however, two of them are on their way out, so it’s essential to understand the differences and focus on the shift/migration...
by Marilyn Prevatte | Oct 26, 2023 | Blog, Salesforce
In the Winter 24 release of Salesforce, you will be able to manage public group membership in Salesforce to maintain data security, optimize communication, and ensure the platform effectively supports your organization’s evolving requirements. When released, it...
by Marilyn Prevatte | Oct 12, 2023 | Blog, Salesforce
Most people use to-do lists to organize their days. A simple list of items helps run a more efficient day, but using Salesforce’s take on to-do lists allows you to use additional filtering options to see your most important tasks. Some additional filtering...
