Salesforce Certificates Overview Once a year, Salesforce admins receive an email with the subject “SFDC Expiring Certificate Notification.” (You may receive this email multiple times if you don’t know what to do and decide to ignore it.) The email contains the following explanation: You have one or more certificates in your Salesforce org My Awesome…
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…
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…
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…
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…
The London Tube has a friendly reminder every time you use their services. They always say “Mind the Gap.” This is meant to remind you that there is a physical gap between the platform and the tube. The gap doesn’t prevent the usage of either item, but does provide a nifty space to lose change,…
2017 is here, and for many of us, that comes with New Year’s resolutions. As a Salesforce Administrator, you could tackle a lot of things. You could do some long overdue housecleaning and go through that ever-growing folder of reports and delete the ones that never get used. You could be slightly more ambitious and…
There, I said it. I know many of you have been thinking it as well as the writing has been on the wall since Dreamforce. Did you not see the signs along the way? Almost all Salesforce product presentations have been in the Lightning Experience since Dreamforce Release Notes are now making the point that certain…
One of the things we ask new and prospective clients is “Who is you Salesforce Account Executive?” As a courtesy we like to let Salesforce know when we’re working with one of their customers. For various reasons, many don’t know who is their Salesforce rep, but there is a very easy way to find out!…
You’re a new sales rep and marketing just assigned you a 1,000 leads in your territory. The VP of Sales walks past your cube, gives you a slap on the back and says, “go get ’em tiger!” Where do you start? The concept behind a Lead Score is simple – use data to quickly determine…