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For Admins

For the past seven years, Dreamforce has hosted a forum titled “True to the Core.” In this customer-focused session, speakers from the Salesforce product team provide transparency into the development process for core platform features. Historically, they have used this time to review community-generated ideas...

With Dreamforce 2019 concluding last week, the Salesforce community is buzzing with excitement. The opening keynote touched upon many new innovations, and all additional keynotes built upon that foundation. In this article, we will be exploring the Einstein Keynote titled, “Your AI Journey Begins Here.”...

Dreamforce 2019 concluded last week in San Francisco, CA, revealing exciting news about Salesforce’s future. To kick off the event, Salesforce CEOs Marc Benioff and Keith Block hosted the opening keynote titled, “Trailblazers, Together.” They addressed a fully-packed arena along with 13 million registered online...

As part of the Winter ’20 Release, the Salesforce Mobile App has been completely transitioned to Lightning. This change not only comes with new capabilities and functionality, but it also includes a UI update. However, the new app requires admin activation, and users will remain...

Chatter is a powerful communication and collaboration tool housed within the Salesforce platform. With it, users can make Chatter posts on profiles, groups, and records. You can use it to collaborate on sales opportunities, service cases, campaigns, projects, and other Salesforce objects. By allowing your...

Service Cloud is a highly-adopted Salesforce application that many companies use to support their customers. But with businesses being different on so many fronts, how can you decide if this application will benefit your company? It’s important to completely understand the benefits and costs of...

Marketing Cloud is a popular Salesforce application that many companies add to their platform. But with all of the hype, how can you know if it is right for your business? As with any major purchase, it’s important to do thorough research before signing any...

In most industries, companies use internal communication tools to share information between employees and departments. Many organizations use more than one; email, instant messenger, portals, and message boards are all common communication tools. But did you know that Salesforce has its own tool that integrates...

There’s no doubt that Salesforce is a powerful CRM that can create countless opportunities for businesses. It’s even been named the #1 CRM for six years in a row! This alone may seem like the perfect reason to use it at your company, but there’s...

Refactoring your Salesforce instance can be an investment that requires substantial resources. And while continuous refactoring for low hanging fruit is recommended for agile development, larger changes require more planning. The first step is to determine when your business is in a position to make...

The Winter ’20 Salesforce release is quickly approaching, and it’s a big one. In fact, we’ve already published a release overview and a Sales Cloud-centered update for the Winter ’20 release. But that’s not the end of it. Here, we will examine some of the...

Every year, Salesforce benefits from three major updates – the Spring, Summer, and Winter releases. With the Winter 2020 release right around the corner, we’ve already taken the liberty of publishing an overview to help you navigate through the changes. However, the specific improvements to...