What’s New and What’s Lacking for Person Accounts in Salesforce Lightning

If you’re using Person Accounts and considering moving to the Lightning Experience you might be wondering what features are supported, and which ones arent? This post will cover the specifics. What’s Available Now Generally speaking most Person Account features are available in the Lightning Experience today. Person Account support in Lightning first started in the Summer ’17 release, and has continued to gain momentum. You […]

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Dreamforce 2017: Open CTI Roadmap Session

At Dreamforce Vincent Pham presented the Open CTI Roadmap session. The session also included how Salesforce customer JYSK was using CTI with Service Cloud for their global customer service team. The session started with some of the highlights from the Winter ’18 release including the end of life for desktop CTI, Open CTI method parity for Lightning, and click-to-dial support for Lightning Components. I am […]

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3 Ways Your CTI for Salesforce.com is Killing Sales Productivity

If you are using Salesforce.com as your CRM chances are you have some sort of computer telephony integration. Let’s face it, sales people make a lot of phone calls  (at least they should if they want to keep their job). So it isn’t surprising that telecom providers across the board have created a link between traditional business phone systems and the Salesforce.com CRM. Here are […]

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How Nonprofits Can Leverage Pardot for Fundraising

If you work for a nonprofit using Salesforce and Pardot it can be a little tricky to determine the best way to send marketing emails from Pardot. I’ve worked with a number of nonprofits who needed this guidance, and I hope to share my experience in this post. I’ve seen nonprofit marketing automation primarily focus around events and donor management/fundraising. Of course, you don’t want […]

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Winter ’18 – What’s New in Pardot

Pardot recently hosted a product roadmap webinar to giving customers and partners a sneak peak of the new features that are planned. The release readiness team also held a webinar detailing the new features that are being released as part of the Winter ’18 released. The first part of this post will cover the roadmap and the second part will cover the planned features. Pardot […]

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How to get Salesforce Contacts into your iPhone with Lightning Sync

I have had numerous people ask me how to access their Salesforce Contacts on there iPhone. This post will show you how. If you are using a Microsoft Exchange or Office 365 for your email then it will be really easy. If you’re using Gmail, then it will take a few more steps. First you need to go to Settings –> Then Accounts and ensure you […]

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[Video Tutorial] Salesforce Summer ’17 – Lightning for Gmail & Lightning Sync for GSuite Demo

Lightning for Gmail Installation Link: https://chrome.google.com/webstore/detail/salesforce-lightning-for/jjghhkepijgakdammjldcbnjehfkfmha?hl=en-US Summer ’17 Pre-Release Org Signup: https://www.salesforce.com/form/signup/prerelease-summer-17.jsp Summer ’17 Release Notes: https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_features_google_integration.htm?edition=&impact= Lightning for Gmail Documentation: https://help.salesforce.com/articleView?id=lightning_for_gmail_setup.htm&language=en_US&type=0

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Pardot Roadmap: Becoming One with the Salesforce CRM

This morning Pardot hosted a product roadmap webinar. The overwhelming theme in this webinar was the fusion of the Pardot and Salesforce platforms. This has already been happening for some time now, and it is clear the fusion of platforms is becoming more complete. This is a forward looking post, and purchasing decisions should not be made based on the content of this post, as […]

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Pardot Improves the “Allow Multiple Prospects with the Same Email Address” Feature; Still More Room for Improvement

In a recent blog post I detailed What Pardot Got Wrong with the “Allow Multiple Prospects with the Same Email Address” feature. Thankfully, Pardot has made a change to improve the AMPSEA feature. This blog post will provide an assessment of the recent change, and highlight shortcomings that still exist after this improvement. This week Pardot restored the ‘Automatically create Prospects in Pardot if they are created […]

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What’s the Difference Between Lightning Sync and Lightning for Gmail/Outlook?

Charlie asks, Hi, is anyone able to help clarify the difference between Lighting Sync for Google (which seems to be the backend sync functionality and Lightning for Gmail (beta) which seems to be the chrome plugin? Is one a prerequisite of the other? Are they completely separate tools? Lightning Sync is not required to use the Lightning for Outlook/Gmail plugin, but they work nicely together. The Lightning […]

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