Recent Posts

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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Top 5 things to do after running a lightning readiness check during lightning upgrade.

If you are in the process of upgrading to lightning, this post will help you plan what to do after running the readiness report. Focus…

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Sessions and tips to watch out for the Higher Ed Summit 2018

With the Higher Ed summit 2018 a week away in Washington D.C, Most of the folks would be getting ready to choose their agendas from the…

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Save money on integration licenses in salesforce for your external applications

As a salesforce admin , one of the challenges is deciding between an individual license or a shared license for your external applications which are…

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Spring 18 Lightning only features for Higher Ed which saves time, more capability and prevent problems

If you are a higher ed user planning to use lightning or trying to justify the value of migrating to lightning, this post would help…

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Spring 18 Classic features for Higher Ed which would save you time, provide more insight and prevent problems

If you are in Higher Ed  using salesforce, this post describes you spring 18 features which would save you lot of time, prevent problems and…

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