In the same spirit as our blog on maximizing AI features you're already paying for, we’re continuing our series on leveraging tools you may already be paying for but not utilizing in your Salesforce instance. There is an out-of-the-box Salesforce...
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We always start with wireframes and mockups when designing a Salesforce Customer or Partner community for our Clients. We use tools like Figma or Balsamiq to communicate ideas. These tools are critical because they visualize the structure and flow of...
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Ensuring the security of user data is a critical priority when it comes to Salesforce Communities (Experience Cloud). As organizations increasingly rely on Salesforce Communities to engage with external users, adopting robust security practices that protect sensitive information from unauthorized...
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There’s no shortage of new shiny tools and features being released on virtually any CRM and business development platform these days. “Co-pilot” is being thrown around like there’s no tomorrow (where people do the actual work). While it’s important to stay...
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Ironclad has been an immensely useful tool for contract management for all types of businesses. The tool itself is constantly being improved upon with new or improved features.Here, I would like to highlight two recent updates relating to: Lifecycle Preset fields...
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Recently I got the chance to try out the revamped Salesforce Backup solution and there are some interesting takeaways which could help you make a decision if this is right for your organization. It is worth noting that the focus...
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Strategy & Execution for Executives In the ever-changing world of technology, business processes, and priorities, understanding the various aspects of change management is crucial for steering your company’s strategic direction effectively. Change management isn’t just a single task - It’s a...
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If you’ve been using Salesforce in your organization for a while now you’ve probably noticed a ton of amazing features available to you. You’re probably also aware that each feature has about ten different ways to implement it. One of...
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Salesforce released Nonprofit Cloud last year, introducing a foundational change in its architecture that supports nonprofits. Key processes are still there – program management, benefit management and disbursement, case management, fundraising, etc. – but the underlying data models and architecture...
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As Salesforce consultants, we’ve embarked on journeys through the intricate landscapes of many Salesforce migrations, and the migration to Salesforce Hyperforce is no different. The transition promises enhanced scalability, security, and performance, yet it presents its own set of challenges...
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