Blog

Salesforce Einstein Activity Capture Guide

Have you ever had issues maintaining accurate, up-to-date information between your Salesforce org and your clients? Einstein Activity Capture is here to work for you by learning from you. Let's dive into how Einstein Activity Capture uses AI to gather data from your emails, calendars, and contacts to keep data about your clients detailed and up-to-date.

Jason Swan  /  Salesforce  /  January 24th, 2024

Salesforce Financial Services Cloud Spring '24 Highlights

Spring is on the horizon, and so is Salesforce's Spring '24 release, bringing elevated efficiency, enriched user experiences, and enhanced operations to Salesforce Financial Services Cloud! As the cold of winter fades away, let's embrace the warmth of innovation and delve into the exciting updates awaiting us in the Spring '24 release.

Maria Thompson  /  Salesforce  /  December 21st, 2023

Salesforce Nonprofit Cloud Spring '24 Highlights

While many of us are still feeling the chill of winter, Salesforce's Spring '24 release is in bloom! Let's review some of the highlights from this release that will lead to brighter days ahead in Salesforce Nonprofit Cloud.

Maria Thompson  /  Salesforce  /  December 21st, 2023

Salesforce Spring '24 Highlights

Spring is in the air with new features from Salesforce’s Spring ‘24 update! This release comes with many features that are sure to give you spring fever. Let’s go over some of the interesting features that will turn you from a hibernating bear into a spring chicken.

Jason Swan  /  Salesforce  /  December 20th, 2023

The New Salesforce Nonprofit Cloud: How To Upgrade

You’ve decided to upgrade to the new Salesforce Nonprofit Cloud, designed to increase the impact of your organization by giving you modules to improve the planning, tracking, and efficiency of your organization's services, but you're not sure where to start. Let's walk through some of the considerations when upgrading.

Jason Swan  /  Salesforce  /  October 30th, 2023

External File Storage for Salesforce

Salesforce is a great CRM tool, but one issue that companies using the platform may face at some point is limited storage space. You can always purchase more storage space, but this will quickly eat into profits depending on how much space you need. However, there is no need to fear. There are methods of creating more storage space by using third-party systems like Dropbox and Google Drive to store our files. We demonstrate how to avoid Salesforce's file storage limit by using external files. Includes video and sample file.

Jason Swan  /  Salesforce,  Free Downloads  /  September 18th, 2023

Salesforce Financial Services Cloud Winter '24 Highlights

Winter is coming, and so is a new era of streamlined efficiency with Salesforce Winter ‘24’s new features for Financial Services Cloud! Let’s cozy up with a warm beverage and discuss some of our favorite updates coming in Winter ‘24.

Maria Thompson  /  Salesforce,  News  /  August 21st, 2023

Salesforce Nonprofit Cloud Winter '24 Highlights

With the new Salesforce Nonprofit Cloud, now built on and backed by the power of the Salesforce Platform, your organization can be more efficient and streamlined than ever. We discuss some of our favorite new features in the Salesforce Winter ‘24 release that are sure to warm your heart!

Maria Thompson  /  News,  Salesforce  /  August 18th, 2023

Salesforce Winter '24 Release Highlights

Salesforce is keeping us warm with new features in the Winter '24 update! Sit back and sip on some hot cocoa while enjoying innovations that will increase efficiency across your organization. Let's discuss some of our favorites that are sure to stave off the winter blues.

Jeremiah Kincaid  /  Salesforce,  News  /  August 17th, 2023

Salesforce Financial Services Cloud Implementation Guide

You’ve decided to use Salesforce Financial Services Cloud...but where do you begin? How can you utilize Salesforce to track all your customer interactions and give the best advice for your customers’ needs? Whether you're an insurance company, a bank, or an investment company, Salesforce Financial Services Cloud (FSC) is the platform for you. This comprehensive guide will walk you through the steps to create a successful implementation that will make FSC work for you!

Jason Swan  /  Salesforce  /  July 18th, 2023

Introducing the New Salesforce Nonprofit Cloud

A new version of Salesforce Nonprofit Cloud is coming! The new Nonprofit Cloud is built into the platform itself, removing the need for multiple managed packages. This allows for more consistent and streamlined data management making it easier for nonprofit organizations to see the relationships between their volunteers, donors and other participants.

Joshua Law  /  Salesforce,  News  /  June 6th, 2023

Salesforce Financial Services Cloud Summer '23 Highlights

Salesforce's Summer '23 update for Financial Services Cloud is around the corner and packed full of bright new features. Whether it's Actionable Segmentation going GA, more ARC enhancements, or the scoring framework, this release is sure to make your users more efficient and effective through the summer months. Let's look at some of the hot new features coming in this release!

Jeremiah Kincaid  /  Salesforce  /  May 4th, 2023

Salesforce Nonprofit Cloud Summer '23 Highlights

Salesforce is turning up the heat on quality-of-life features in the Summer '23 Nonprofit Cloud update! Whether it's faster bulk service deliveries entries or filtering Elevate payments during exporting, this release is sure to make your Salesforce users rest a little easier during these summer months.

Jeremiah Kincaid  /  Salesforce  /  May 3rd, 2023

Salesforce Summer '23 Release Highlights

Salesforce is heating up with new features in the Summer '23 update! Sit back and enjoy the sunshine and the bright innovations that will increase efficiency across your organization. Let's discuss some of our favorites that are sure to make some waves.

Jeremiah Kincaid  /  Salesforce,  News  /  April 27th, 2023

Salesforce Nonprofit Success Pack Implementation Guide

There are so many things to consider when using Salesforce Nonprofit Success Pack (NPSP) for your nonprofit organization that it can be tricky to know where to start. This comprehensive guide will walk you through the steps to create a successful implementation that will make NPSP work for you! Includes a video.

Kevin Boehle  /  Salesforce  /  April 20th, 2023

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