Relationships. One would think that building a great relationship structure in Salesforce’s Financial Services Cloud would be less complex than maintaining relationships in person, but often it is not. Relationships in FSC require a bit of trial and error, defined business processes, and some patience. Having completed a dozen FSC implementations as of this writing, […] … [Read more...] about Relationships in Financial Services Cloud: Clients and Households
Lightning Sync vs Einstein Activity Capture: Battle of the Salesforce Calendar Integration Tools
Update on May 8, 2020: Salesforce will no longer allow orgs to enable Lightning Sync after Winter ’21 (source). Salesforce is encouraging its clients to move to Einstein Activity Capture and is positioning it as the long-term activity capture product. Ah, the good old email and calendar integration discussion continues! Salesforce has had integration tools […] … [Read more...] about Lightning Sync vs Einstein Activity Capture: Battle of the Salesforce Calendar Integration Tools
Getting Ready for Auto Enablement of Lightning Experience in Winter ’20
The time has come! For all those that were curious as to the shelf life of Salesforce Classic, it appears we are nearing the end. Classic has been dying and Salesforce is working their clients away from the death bed by moving them to Lightning Experience starting with the Winter ’20 release. It’s time to […] … [Read more...] about Getting Ready for Auto Enablement of Lightning Experience in Winter ’20
Salesforce Features To Skyrocket User Productivity and Adoption
Salesforce has done a great job of implementing new features over the last few years to help drive user productivity and adoption. Some of those features were cloud specific functionality (only available in Service Cloud for example) which have made their way to Sales Cloud. And, with the advent of the Lightning Platform, the technology […] … [Read more...] about Salesforce Features To Skyrocket User Productivity and Adoption
The Complexities of Lightning Experience and How to Keep From Losing Your Mind
Lightning Experience offers Admins a whole new set of tools to customize your Salesforce org. But, if you aren’t careful, you’ll quickly configure yourself into a complex, webbed mess which will be hard to maintain, and harder to hand off to someone else. I recently wrapped up a Salesforce implementation and was working on the […] … [Read more...] about The Complexities of Lightning Experience and How to Keep From Losing Your Mind