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For Admins

Trailhead is a virtual resource that provides online courses and tutorials for Salesforce developers and administrators. Launching at Dreamforce 2014, Trailhead and has since become an enormous library of Salesforce courses for all levels of learners. Courses are self-paced and categorized so users are able...

Since Spring 2018, Salesforce Surveys has been available to help you collect feedback from your customers. Using a simple editor, it allows you to create detailed questionnaires that you can easily send to customers. The resulting data is stored in your org and can be...

Summer ’19 Highlights Release notes can be long intimidating, so we’ve simplified some of the major updates here! Note: While this summary will be helpful, we still recommend checking out the full release notes when you have time or using them as a reference for your...

Every year, Salesforce releases three major updates to its platform. The Winter, Spring, and Summer releases are planned far in advance, and they follow a strict schedule. Because of this, all users have adequate time to prepare and test for a seamless release. When Will I...

Using AppExchange To Find Your Solution In an earlier article, we recommended browsing through Salesforce AppExchange to find an integration solution before resorting to in-house development. This is because there are already so many solutions available and ready to install. But with so many solutions available,...

Identifying A Need To Integrate How can you tell if your business needs an integration solution for Salesforce? If you are using multiple systems, chances are that integration between systems could increase productivity and streamline your workflow. With so many different systems, switching back and forth...

What Is A Salesforce Integration? Many organizations use a variety of tools to conduct their daily operations. In order to make life easier, Salesforce is able to communicate with other systems. This means that data and processes from one system can be incorporated into the Salesforce...

Step Three: Making The Switch Now that you’ve carefully done your research and planning, it’s time to make the big step towards actually migrating your users to Lightning. Before hitting the switch and going live, remember to review your contingency plan in case any issues come...

Step Two: Developing A Strategy Once you’ve done all of your research, it’s time to start planning your migration strategy. Keep in mind that any plan you make may be met with unexpected circumstances, so building some buffer and flexibility into your plan is key to...

Step One: Lightning Preparation and Research If you are considering making the switch from Salesforce Classic to Lightning, it is important to understand the work involved for a successful migration. There are many different ways to approach preparation and research, but we recommend: Running a Lightning...

Introducing…Salesforce Lightning On Tuesday, August 25, 2015, Salesforce announced the release of a visual and functional update to its platform called Salesforce Lightning. While the previous iterations of the CRM would remain available under the name Salesforce Classic, Lightning would continue to be updated and patched...