Tips for Implementing Salesforce Omni-Channel in Lightning

What is Salesforce Omni-Channel? I’ve implemented the Salesforce Omni-Channel feature for a few clients now, and want to share some tips and lessons learned if you are considering implementing it. First, what is Omni-Channel? It is simply it workload monitoring and routing tool that can be used to assign records to an agent. Most commonly Omni-Channel is used to route Case records. The namesake is […]

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3 Things I Wish I Knew About Salesforce Community Cloud Prior to Implementation

I’ve spent the past few months rolling out Salesforce Community Cloud for one of our clients. For those not familiar with Community Cloud it is simply an online portal used to connect with your partners or customers. Community Cloud brings in a lot of other Salesforce features such as the knowledge base, case submission, and Chatter. There are different types of Communities including Employee Community, Partner Community, and […]

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7 Steps to Take in Pardot & Salesforce for GDPR Compliance

1 – Find, Locate, & Document All Personally Identifiable Data Building a data inventory is necessary so you know what personally identifiable data your company stores on individuals and all of systems that it is stored. Knowing what and where the data is stored will enable you to fulfill the six types of requests in the GDPR within the legally allotted response time of 30 […]

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Recapping a Big Week of Salesforce Events in Washington, DC

This past week two major Salesforce events took place in Washington DC: the non-profit user group and Salesforce World Tour. The non-profit user group was held at the Alley by Verizon just off of L street. At the meeting Rebe de le Paz presented on best practices for training end-users. Some of the major takeaways I had for the meeting is that training users should […]

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Salesforce Spring ’18 Feature Highlight – Lightning Sync & Lightning for Gmail with Person Accounts

This week’s webinar takes a look at a much anticipated feature from Salesforce’s Spring 2018 release. It covers how to sync a Person Account in Salesforce back to your Google Contacts. Tune in to learn more about this exciting feature!

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New Pardot Updates to be Aware of

SSL for Landing Pages Now Available in Pardot Takeaway: Whether you’re using Pardot landing pages with a Pardot form or a 3rd party form you can now make it secure. And you should do so, so that prospects can confidently convert on your landing page. Setup: In Pardot go to Admin, Domains, click the gear next to the relevant Tracker Domain and click Enable SSL. Details: This week […]

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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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