SOX and Financial Reporting Compliance for Salesforce
The Sarbanes–Oxley Act was passed almost 20 years ago, and while the letter of the law hasn’t changed, how it’s applied and what’s in scope has. On one hand,...
10 Salesforce Features You May Not Know About
Even if you’re an experienced Salesforce professional with a few years’ experience under your belt, you will still be discovering Salesforce features the expansive Salesforce platform has to offer....
Salesforce Data Quality: 5 Steps to Maintain Your Org
Salesforce data quality is key to making business decisions. Inaccurate data slows employees down and has a negative impact on their productivity, affecting Salesforce user adoption as users lose...
How to Print a Salesforce Dashboard
How many times have you been asked to print a Salesforce dashboard for meeting handouts? Or simply download a Salesforce dashboard component to add the image to a slide...
Procurement Automation That Will Make Your Life Easier
Most businesses battle the constant challenge of trying to scale efficiently. Sadly, they often end up overworking their employees, slowing down progress, and damaging future success. By replacing the...
myTrailhead: Complete Implementation Guide
myTrailhead enables businesses to build customized, gamified, bite-size learning for their employees, customers, and partners – all by leveraging Salesforce’s learning platform (Trailhead). What is the best way to...
Create Eye-catching Salesforce Reports with Conditional Formatting
Simple formatting tricks make your Salesforce reports pop, and helps users to absorb information more effectively. Conditional formatting on Salesforce reports enables you to highlight cells in colors, to...
Setup WhatsApp Digital Engagement in Salesforce OmniChannel
Digital Engagement (live message) has been around for some time, yet there is barely any documentation. I recently completed a set-up of WhatsApp, embedding it into Omnichannel, and I...
Which Stakeholders Should Be Involved in Your Nonprofit’s Salesforce Project?
If your nonprofit is investigating options for a new constituent relationship management (CRM) system to scale up your fundraising, marketing, and donor stewardship efforts, you’ve almost certainly come across...
URL Hacking for Salesforce Dashboards (Preset Salesforce Dashboard Filters)
An Admin favorite feature that wasn’t technically supported by Salesforce was “URL hacking”; the ability to parse over URL parameters for setting values. However, this is now supported in...
