Spring 19 new features for Higher Ed (Lightning) which would help you do more, save time and generate more insight

If you are in higher education and using Lightning here are some features which would help you to do more with your current org, save…

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Best Strategies on restricting contracts and still exposing global access to accounts in Salesforce

If you are a salesforce admin, we are all aware of the dreaded problem of accounts and contracts in one setting under Org Wide defaults which cause havoc in our life. Now, why is this a big deal?? If you have sales teams or all users who need access to all your accounts and your Sales ops teams need access to modify contracts only to prevent any major issues, it is really not possible to do this with point and click in Salesforce.

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Summer 20 release features for Manufacturing which will help you do more, prevent problems and make decisions

If you are in Manufacturing using Salesforce, I have listed features in Summer 20  that would help you do more, prevent problems, and make decisions….

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Summer 20 release features for Higher Ed which will help your admissions, marketing, advising and IT teams do more, prevent problems and make decisions

If you are in Higher Ed using Salesforce, I have listed features in Summer 20  that would help your admissions, marketing, IT teams do more,…

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5 things to consider when you plan to implement work.com in your org for Higher Ed.

If you are a Higher Ed Institution using Salesforce,  with COVID 19,  there is a need to safely open your campus,  maintain employee safety, and…

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5 things to consider when you plan to implement work.com in your org for Manufacturers.

If you are a manufacturer using Salesforce,  with COVID 19,  there is a need to safely open your factories, workplaces maintaining employee safety, and comply…

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CRM Transformation Leaders Interivew Series – Journalism to an IT Leader- Frank Ferriola –

This is an Interview series of Visionary CRM leaders who are leading companies in turbulent times. As part of this series, you can hear first hand on…

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Handling multiple emails for Students and communicate effectively using Salesforce and Marketing cloud for Higher Education

If you are in Higher education using Salesforce, the story of your students using different emails on RFI forms, applications causes deep a lot of…

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Leveraging Opportunities Vs Custom Object vs Eda Application to track applications for higher ed salesforce users

If you are in higher education and are in the initial stages of setting up Salesforce for your  University campus-wide or for a department, the…

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Spring 20 features for Manufacturing which would help your sales, service ,marketing and IT do more, save time and more capability.

If you are in Manufacturing ed using salesforce, my post here would help your sales, service , marketing and IT teams do more , save…

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