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How to Connect Xero and Salesforce - Monday 11 September 2023

One of the questions we love to hear when talking to customers is, "How do I integrate Xero with Salesforce?". MORE INFO

5 Salesforce Apps for Efficient Small Businesses - Friday 8 September 2023

Here's a list of 5 apps available for Salesforce that can help Small Businesses grow even faster! MORE INFO

What is Salesforce CRM Analytics and how can it help your business to succeed? - Thursday 27 April 2023

In today’s world most companies use CRM Software to oversee long-term relationships with their customers. To analyse and gain insights about their customers they capture a lot of information about them. MORE INFO

How to prepare for the Salesforce Service Cloud Consultant Exam - Monday 24 April 2023

Salesforce is the leading customer relationship management (CRM) software provider on the planet, and Salesforce Service Cloud is a top component of their platform. As businesses grow and turn to Salesforce to manage their customer relationships, the demand for professionals who can implement and manage Service Cloud continues to grow. MORE INFO

Get Flow Ready with the newest Salesforce Workshop in Town! - Thursday 13 April 2023

Hot off the press, there is a new Salesforce workshop out now and it’s just what you’ve been waiting for. Although you will have heard about Flows, and may have built a few, there is so much to learn. MORE INFO

Welcome to Einstein GPT - Wednesday 5 April 2023

We’re all hearing about ChatGPT and artificial intelligence (AI), and in the Salesforce world, Einstein GPT has just been announced. But what is it and what does it do? MORE INFO

Carbon Literacy Training - Friday 10 March 2023

Recently, as a business, we took it upon ourselves to develop our understanding of the climate crisis the world is currently facing – it’s in the news every day, it impacts our daily lives, it’s brought up in casual conversations with friends, and it’s something businesses are having to address and discuss in the public forum. MORE INFO

Marketing Cloud: Content Builder Back to Basics - Tuesday 7 March 2023

Sometimes we can get so caught up in everyday work and the pressures that come with getting those final email submissions out that we forget about what our system actually looks like. MORE INFO

Roles and Permissions within Salesforce Marketing Cloud - Friday 3 March 2023

Marketing Cloud is like any other solution when it comes to user access. In this blog we will go over how Marketing Cloud works when it comes to access, specifically roles and permissions. MORE INFO

Supported Browsers and Devices for Lightning Experience - Tuesday 28 February 2023

In this blog we are going to explore the browsers you can utilise for Salesforce on your mobile device, desktop and tablet. MORE INFO

Salesforce Spring '23 Updates - Net Zero Cloud - Wednesday 22 February 2023

Well, the dust is settling from the new release and you’ve have made your way through the release notes and our blogs of what’s new in Spring ’23 but let’s take a moment to reflect on what was new for Salesforce Net Zero Cloud. MORE INFO

Salesforce Spring '23 Updates - Salesforce Leads - Thursday 2 February 2023

Sometimes Salesforce Leads get a little forgotten about. They are one of the most important elements of Salesforce, as they are how we log our new business in Salesforce. MORE INFO

Salesforce Spring '23 Release Overview - Thursday 2 February 2023

New Year, New Salesforce updates. Salesforce is kick starting the year with a whole host of updates in the Spring ’23 release, some of which we’ve outlined below! MORE INFO

Salesforce Spring '23 Updates - CRM Analytics - Thursday 2 February 2023

If like us you have been paying attention, you may have noticed that there have been some excellent additions to dashboard functionality in CRM Analytics for several releases now, think components, repeater widgets and the most recent being input widgets. MORE INFO

Salesforce Spring '23 Updates - Dynamic Forms - Thursday 2 February 2023

When Salesforce initially rolled out Dynamic Forms, they were only available for Custom Objects. In a subsequent release the functionality was extended to include the Account, Contact & Opportunity standard objects. MORE INFO

Salesforce Spring '23 Updates - Picklist Enhancements - Thursday 2 February 2023

In the Salesforce Spring ’23 release, we have some welcome picklist updates. Let’s go through each one... MORE INFO

Salesforce Spring '23 Updates - Updates to Reports and Dashboards - Thursday 2 February 2023

Salesforce always makes sure that our Reporting Users have some new goodies in each release and Spring ’23 is no exceptions. Let’s take a look at what’s in store in the world of Salesforce analytics. MORE INFO

Permissions on Profiles – Retirement! - Friday 27 January 2023

Hot off the press, it’s just been announced that permissions on profiles will be 'end of life' in the Spring ’26 release. This gives us plenty of notice to move to permission sets for our existing profiles where we have assigned profile permissions. MORE INFO

Staff Spotlight - Ronan Gaisford Carter - Tuesday 24 January 2023

A big, warm welcome to Ronan who joined us this week as our new Junior Consultant. MORE INFO

Salesforce Net Zero Marketplace - Monday 23 January 2023

You may have heard of the Salesforce Net Zero Marketplace and be wondering how it fits into the Salesforce world and Net Zero Cloud. Here we will tell you all about the Salesforce Net Zero Marketplace and how it can help you and your business to become carbon neutral. MORE INFO

Delivering Net Zero with the power of Salesforce - Friday 16 December 2022

Welcome back as we return once again to Salesforce’s new kid on the block – Net Zero Cloud. You may have guessed this already, but we are extremely proud to be partnering with Salesforce on their plans to help companies achieve Net Zero. MORE INFO

Salesforce Training – From End User to Centre of Excellence - Friday 9 December 2022

Enabling your Salesforce team should be top of your list. Without the right skills in place, your team cannot be successful in their roles – whether that is sales, service, marketing, system administrators, developers – all of the people in your business that touch Salesforce need upskilling. MORE INFO

Business Travel Basics in Salesforce Net Zero Cloud - Thursday 8 December 2022

Have you ever wondered what the environmental impact of your business travel is? Well wonder no more, Salesforce has you covered. As part of our ongoing look at Salesforce’s Net Zero Cloud, I decided to put my recent trip to Salesforce Tower in London into our own Net Zero Cloud instance and see what it looked like. MORE INFO

What is the Salesforce Guidance Center? - Friday 2 December 2022

The Guidance Center is a one-stop shop for learning and enablement in the flow of work. Learning is both recommended to users automatically by Salesforce and can also be assigned to users by your learning manager. You can assign both custom learning and Trailhead content. Let’s take a look at how it works. MORE INFO

Stimulus commits to pledge 1% - Wednesday 30 November 2022

We did it! We are proud to have taken the Pledge and joined the Pledge 1% movement to make giving back a part of our company’s DNA. We’re very excited to join the #Pledge1 community and to donate our expertise and time to our community. MORE INFO

Dig Deeper into Salesforce Net Zero Cloud - Tuesday 29 November 2022

In our last blog, we told you about one of latest products from Salesforce called Net Zero Cloud designed to help businesses measure and manage their carbon footprint in the aim of achieving net zero. Let’s discuss more about what it does in practice. MORE INFO

What are Salesforce APIs? - Thursday 24 November 2022

As a Salesforce Administrator you’ve probably heard the term ‘Salesforce APIs’ many times and you know that they’re something to do with programming but have never really been sure what they are and when/how to use them. Sound familiar? MORE INFO

What is Salesforce Net Zero Cloud? - Thursday 17 November 2022

Barely a day goes by without there being something in the news about climate change, sustainability or carbon footprints. It is a major focus for all governments, business and individuals who are seeking to minimise their impact on the environment, but did you know that Salesforce have a product specifically designed to help you measure and manage your carbon footprint, and therefore your impact on the world? Welcome to Salesforce Net Zero Cloud. MORE INFO

What is Salesforce CRM? - Wednesday 16 November 2022

CRM stands for Customer Relationship Management. CRM platforms record all interactions businesses have with customers, as well as tracking ongoing projects, campaigns, and service cases. This ensures businesses have “a single source of truth”, and a complete 360-degree view of the business – and when it comes to CRM systems, Salesforce is ranked number one. MORE INFO

Salesforce Winter '23 Marketing Cloud Updates - Wednesday 16 November 2022

It’s that time of year again, and with the change of seasons comes the introduction of new Marketing Cloud features. Winter ’23 contains some fantastic enhancements, some of which we’ve outlined below! MORE INFO
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