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On Monday, June 10, Salesforce announced its plans to purchase Tableau Software. The acquisition will be made in the form of an all-stock transaction amounting to $15.7 billion, and both boards have agreed to the deal. Tableau Software will still operate independently under its own...

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...

Introducing…Einstein Analytics For Financial Services On May 7, 2019, Salesforce published a press release announcing the new Einstein Analytics for Financial Services. On that same day, SVP and GM of Salesforce Einstein Analytics Ketan Karkhanis did a brief Q&A about the new capabilities. Here is everything...

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...

Salesforce Named #1 CRM On May 7, 2019, International Data Corporation’s (IDC) Worldwide Semiannual Software Tracker named Salesforce the #1 CRM provider for the sixth year in a row. Salesforce increased both its market share position and its revenue more than any other Customer Relationship Management...

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...