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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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: Summer ’17 Pre-Release Org Signup: Summer ’17 Release Notes: Lightning for Gmail Documentation:

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Navigating Emails Options for Salesforce

Check out the Detailed Spreadsheet of Options! Email is a critical channel of communication. Whether you are attempting to make contact with a prospect for the first time or sending information to a customer to resolve a service ticket – email is a communication method at the heart of your business.  Because so much communication occurs over email, it’s imperative to log business-related emails inside of […]

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