UPDATE: In 2020 this offering was rebranded to “Digital Wealth In A Box” In an earlier blog post we highlighted the market opportunity in wealth management for Salesforce. As we’ve discussed, Salesforce Financial Services Cloud (FSC) is a premium wealthtech platform – with an enterprise security model, robust APIs, and a massive ecosystem of third-party…
For those buying from Salesforce you might be approached to consider a RUL – Restricted Use License (also referred to as a Restricted SKU). Why should you look at a RUL? Well, it’s a way to get a Salesforce license at a reduced cost. Sounds great – sign me up! Slow down, there is a…
UPDATE: In 2020 this offering was rebranded to “Digital Wealth In A Box” I’m not sure I’d want to be RedTail right now. Salesforce has them in their sights. According to the T3 2019 Technology Survey, RedTail currently holds over 50% market share for CRMs in the advisor space. Number two on that list, at 8%,…
How much does migrating to the Salesforce Lightning Experience cost? What’s the ROI? What’s the big driver of expense and project time – number of users or org complexity? This presentation covers migration tools, tips, best practices, as well as the hurdles you’ll experience when transitioning to LEX from Classic. NOTE: Salesforce will turn on…
The Financial Services Cloud (FSC) is built on the Salesforce platform, so we won’t go into detail in what’s the difference between the Professional Edition and Enterprise Edition as we’ve covered that in our infographic, eBook, and in a separate blog post. Financial Services Cloud (FSC) is available in three versions: Professional Edition, Enterprise Edition, and Unlimited Edition….
We’ve covered the differences between Professional Edition and Enterprise Edition through our infographic, eBook, and in a separate blog post. What can be just as confusing is determining which users should be on a Sales Cloud license and which users need a Service Cloud license. What’s the difference? What makes things confusing is that the Service Cloud overlaps…
In addition to ShellBlack.com being a Platinum Sponsor this year, our team is also leading five of the breakout sessions. Whether you are a Salesforce admin, a developer, or a Pardot user, you are sure to find a session right for you. For more info, or to register, visit TexasDreamin.org. Shell Black – President, Salesforce MVP Friday, June 15,…
Learn how to migrate to the Salesforce Lighting UI in four steps. Shell Black in this video presentation discusses how to make the business case to justify the costs to moving to the Lightning Experience (LEX) from Classic. In the four steps Shell covers how to assess the current state of your org, plan out…
In this episode of ShellBlack Whiteboard we dive into Orders – what are they, how are they created, when are they used, and what makes them different from Opportunities? Shell discusses how using Orders can help you preserve what’s been sold (for forecasting and commissions), versus what’s been delivered to your customers. As you’ll see,…
In this episode we explore the brief history of the Lightning User Interface (UI), sometimes referred to as the Lightning Experience (LEX). Through this brief timeline we tackle the tough decision point – if I’m new to Salesforce, do I start in LEX or Classic? If you are on the Classic UI today and interested…