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Salesforce - CX Demo - Page 144
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Category: Salesforce

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Master Your Salesforce Interview: Quick Interview Prep Checklist

At what point does your interview with a company begin? Is it the initial handshake, or the first question you answer? How about the minute the client requested to have a telephone call, or face to face conversation? The truth is, the interview process can… Read More

The post Master Your Salesforce Interview: Quick Interview Prep Checklist appeared first on Salesforce Ben.

How to Build Salesforce Approval Processes End-To-End

The Approval Process is probably one of my all-time favorite features of Salesforce – the possibilities of what you can do with it are almost endless. Any time a person needs to grant approval for something at your business, that’s a case for a Salesforce… Read More

The post How to Build Salesforce Approval Processes End-To-End appeared first on Salesforce Ben.

Salesforce Summaries – Top 10 Things to Know About Salesforce DX

SalesforceSummaries: a series delivering key insights from Salesforce YouTube videos, to save you time as you keep up to date with the latest technological changes within the Salesforce ecosystem. Introduction: Salesforce DX was released during Winter ’18 and offers a new paradigm for Salesforce development.… Read More

The post Salesforce Summaries – Top 10 Things to Know About Salesforce DX appeared first on Salesforce Ben.

5 Steps to Level-Up Your Salesforce Devops Maturity

You need two things to compete in Digital Transformation. The first is a market-leading cloud platform. Since I was part of the team that built force.com in 2005, I believe that Salesforce is a great choice. This platform enables IT organizations to deliver value to… Read More

The post 5 Steps to Level-Up Your Salesforce Devops Maturity appeared first on Salesforce Ben.

Merge Salesforce Cases: Is the New Feature a Game-Changer?

Have your users ever said in frustration, “I need the ability to merge two cases and their related records?” After all, duplicate cases can be a major headache. Eight years ago, this very frustration was expressed on the IdeaExchange: “I need the ability to merge… Read More

The post Merge Salesforce Cases: Is the New Feature a Game-Changer? appeared first on Salesforce Ben.

All About New Salesforce In-App Guidance for Training, Onboarding, and News

One of the things I was happy to read on the Summer’19 Release Notes is the In-App Guidance for Training, Onboarding, and News feature, that ‘prompts’ Salesforce users with productivity tips without having to leave the tool. Although in Beta, I think this is a… Read More

The post All About New Salesforce In-App Guidance for Training, Onboarding, and News appeared first on Salesforce Ben.

Customizable Forecasting Will Be Retired: How to Switch to Salesforce Collaborative Forecasting

Salesforce offers two types of forecasting: Customizable and Collaborative. You may be wondering why there are two features that serve the same purpose? The quick answer is that one type (Customizable) came before the other (Collaborative). The longer answer is that Collaborative forecasting offers custom… Read More

The post Customizable Forecasting Will Be Retired: How to Switch to Salesforce Collaborative Forecasting appeared first on Salesforce Ben.

Announcing Our New Website & Brand!

SalesforceBen.com turned 5 a few months ago. What started off as a blog to write down tricks and tips I found whilst in my Admin job, has grown into a community for all to learn. Growing into a community platform wouldn’t have been made possible… Read More

The post Announcing Our New Website & Brand! appeared first on Salesforce Ben.

Can Salesforce Do Accounting?

Salesforce CRM is a powerful platform, innovative and flexible enough to be tailored to any business’ requirements. But can Salesforce do accounting? The short answer is that Salesforce has accounting but can’t do accounting on its own. Let’s delve into why. A Quick History of… Read More

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Free Salesforce Book – Supercharge Your User Adoption

Have you heard about the “Salesforce@scale Dilemma”? Industry analyst, Forrester, coined the term to describe the complexity organisations are demanding from their Salesforce, stacked on top of one another. Enhancements requested from the business are increasingly trickier to make happen – peeling away layer after… Read More

The post Free Salesforce Book – Supercharge Your User Adoption appeared first on Salesforce Ben.