Winter 19 for higher ed(Classic) which makes your life easy, prevent problems and more power for Admissions, Marketing and IT

If you are in higher ed using classic version of salesforce, this blog post would help you to leverage features which would make your life…

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Summer of Salesforce – An opportunity for Non Profits to get things done and get more volunteers by Barb Dietz

So….  What is the Summer of Salesforce?   If you have ever asked the question….  How can I help our local Nonprofit organizations that use…

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Dreamforce session on how to get an implementation on Marketing cloud and Salesforce done in 6 months for Higher Education

For folks in Higher education who are planning to do an implementation in Salesforce and Marketing cloud, this session is a must attend. I am very…

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Dealing with self signing certificates expiring in Salesforce and how to prevent major shutdowns

If you are a Salesforce admin or an IT manager managing salesforce, one of the issues which always happens is the certificate warning message which…

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Org strategy for organizations involved in Merger and Acquisition in Salesforce

If your company recently acquired a new company who uses salesforce or in the process of Merger and Acquisition, one of the challenges is to…

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Comparison of Lightning reports vs Classic which provides more insights and life easy

If you are a salesforce admin or user looking at lightning and thinking of how better the reports and dashboards would be better, this post…

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Steve Mo Tip-Display opportunity totals for your global account(top most parent account)

If you are a sfdc admin and use parent accounts with more than one level, one of the problems of the standard parent account report…

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Steve Mo- Dynamic Year to date and Month to date opportunity comparison report

If you are a SFDC Admin and wondered about how to create a Year to Date or Month to Date comparison report using Salesforce, this…

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Summer ’18 for Manufacturing – Sales, Support, Marketing and IT (classic)

If you are a manufacturer using Salesforce, this post has summer ’18 features to help you to get more from Salesforce, prevent future problems and…

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Summer ’18 for Higher Ed- Admissions, Marketing, IT and One Stop (classic)

If you are a University or Higher Ed institution using Salesforce, this post has Summer ’18 features specific to Higher Ed which will help you  get…

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