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2017

Time for a Salesforce Refinement?

Posted on December 18, 2017 by Jill Oliveira
Time for a Salesforce Refinement? As a Salesforce administrator, how do you know when it is time for a Salesforce refinement, or overhaul, shall we say? Good question. We, as experienced Salesforce implementation consultants, can pretty easily tell when logging into an org if a refinement would be recommended. How? By evaluating a few key
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Posted in Misc., Other, Salesforce Tips, Uncategorized
Salesforce for Outlook

Salesforce and Outlook – Making the Connection

Posted on December 8, 2017 by Dan Corbett
One of the most common questions we get as Salesforce consultants is “What is the best way to integrate Salesforce with Outlook?”.  10 years ago this was an easy question to answer, as there was only 1 response – Salesforce for Outlook.  Today, however, it’s a whole different story. There are a multitude of ways
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Posted in Features and Updates, Uncategorized

Getting more OUT of Salesforce using Reports and Dashboards

Posted on December 6, 2017 by Dan Corbett
Typically in our projects, clients have given some thought to how users will interact with the system.  This can include insight into even the fields that user will be required to complete.  But for many of our customers, the output is either an afterthought or not a thought.  I’ve always found this strange. I tend
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Posted in Uncategorized

Big things for BIG and Salesforce in 2017

Posted on December 1, 2017 by Jill Oliveira
Big things for BIG and Salesforce in 2017 It is hard to believe that the end of another year is upon us. It feels as though we were just writing our look back on 2016, yet here we are a whole year later. And what a year it has been! For Salesforce, 2017 has been
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Posted in Internet of Things, Salesforce In The News, Salesforce Lightning, Uncategorized

Salesforce Moves Into Top 100 Global Brands

Posted on November 28, 2017 by Peter Anderson in Uncategorized
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