Financial Services
Updates to Financial Services Cloud: What You Need to Know
Reading time: 4 minutes
Exciting news: Salesforce just announced new updates to Financial Services Cloud. Our industry leads spent a great (virtual) day at the Salesforce Industries Summit working with leaders revolutionizing their companies in an all-digital, work-from-anywhere world. I caught up with our industry leads from investment banking, insurance, banking and lending, and wealth management to understand what Salesforce’s...
Tools
6 Tools to Help you be Ridiculously Efficient in Salesforce
Reading time: 3 minutes
Whether you’re a new Salesforce admin/developer or an experienced one, I’m sure you’re always looking for advice that will make you better at your job. Well, I’m here to help! Here are 6 tools that will help you be ridiculously efficient in Salesforce. Salesforce Navigator If you’re tired of spending time clicking on Your Name > Setup…. and...