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Customization is a hallmark of Salesforce, but what happens when it’s overdone?  For more than 20 years, one public sector organization created team-specific versions of Salesforce Lightning Experience record pages. Too many layouts caused confusion and led people to keep their own spreadsheets instead of populating Sales Cloud. That all changed when one 10X-certified … [Read more...] about A ‘Cookie-Cutter’ Design May Be What Your Users Need

When a patient is hurt or sick, all they want is to get better. But organizations often place many burdensome steps in the care journey — schedule an appointment, fill out form after form, wait to see a doctor, get a prescription or referral — it’s exhausting, especially when they’re not feeling well.  However, systems like electronic medical records (EMRs) often stand in the … [Read more...] about EMRs Are Not Enough: Up-level Patient Experiences With Connected Data

Recognizing your agents’ contributions during National Customer Service Week (celebrated annually the first full week of October) is an opportunity to say thank you and continue to foster a positive, high-performing work environment. But why limit the celebration to just one week? Your agents work hard all year! Here are six Customer Service Week ideas to show your appreciation … [Read more...] about 6 Easy Ways to Celebrate Customer Service Week All Year Long

Today on the Salesforce Admins Podcast, we talk to Christine Stevens, Senior Salesforce Consultant at Turnberry Solutions. Join us as we chat about the keys to user management and why documentation is so important. You should subscribe for the full episode, but here are a few takeaways from our conversation with Christine Stevens. Start with documentation Christine is another … [Read more...] about Christine Stevens on User Management

It’s no stretch to say the marketing data landscape has changed quite a bit over the past two years. For one, the ways companies collect user data have been under the microscope, and policies from Apple and Google are forcing marketing data analytics changes across the board.  Also, customers are more thoughtful than ever about what information they’re willing to share and how … [Read more...] about How to Adapt Your Marketing for the New Era of Data Analytics