Venture Home Optimizes Salesforce Scheduling with CalendarAnything
Learn how Venture Home uses CalendarAnything to visualize their Salesforce data and allow customers to self-schedule their consultations.
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Blog
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Salesforce News Welcoming NYC-Based Companies to Pledge 1%
Last year on #GivingTuesday, Salesforce.org, along with Atlassian, Entrepreneurs Foundation of Colorado and Rally, launched Pledge 1%: a movement to encourage high-growth emerging companies around the world to build philanthropy into their business. We’ve had an unbelievable year — hundreds...
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Lightning When to use Salesforce Lightning Connect
You have heard about Salesforce Lightning Connect. Now you want to know when to use it, or if it is even applicable in your implementation. Just because it’s out there doesn’t mean you have to use it. You should consider using Lightning Connect if it will save you time, money, or resources. Our...
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Financial Services How Amalgamated Bank Wins Employee Engagement with Salesforce Communities
Having great products and people is not enough in today’s competitive marketplace. Bankers are pressed for time, and they need technology to collaborate and further the personalized service they provide to their customers. Salesforce is the premier Customer Success Platform, helping Banks...
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Analytics Cloud Success with Wave: the Salesforce Analytics Cloud
A company that sees the value in a CRM system but not in Analytics is going to struggle to see any real value at all. Not seeing value in your investment is like running a business blindly. A good CRM system has high user adoption, is configured to scale as the business grows and changes, and is...
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Around the Office Around the Office: Silverline Camping Trip
For the past 3 years Silverliners and their families gather from all over for a weekend to bond and embrace the outdoors at the annual Silverline Camping Trip. This year, we held our trip at Stokes State Forest, in New Jersey. Despite having to postpone the trip due to Hurricane Joaquin, everyone...
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Lightning 3 Steps to Becoming Salesforce Lightning Ready
You’ve heard so much about Lightning, but it’s so much more than a refreshed user interface. Lightning is a completely new Salesforce with 150+ new features, designed to maximize user productivity, complete with analytics and in-line intelligence that will drive transformation across your...
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Lightning Integrate Increasing Data Sources with Lightning Connect
In this world of increasing data sources; business users, managers, and executives want many data points from disparate data sources at their fingertips. This allows them to make smart, data-driven decisions. After many years of collecting data, companies end up with countless systems such as CRM,...
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Healthcare & Life Sciences Healthcare DSRIP Programs: Being Successful with Technology
The other day I had the opportunity to join, and present, at the Salesforce office for a Developer day focused on the New York State DSRIP initiative given our current work with DSRIP clients. For those that are not aware, NY State, like 10+ States across the country are focusing their efforts on...
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Lightning What is Salesforce Lightning Connect?
Salesforce Lightning Connect allows you to setup an external object (which is like an actual object in Salesforce, but is ReadOnly and cannot be used in reports, among other limitations) but the data is not stored in Salesforce. Instead, when a user views a list, related list, or detail page of...
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Help & Training Top 5 Features of the Salesforce Winter ’16 Release
September is here and with it the Salesforce Winter ‘16 Release. Here is a countdown of the top 5 favorite features: 5. The Sales Wave App Brings the Power of Wave to Sales Cloud Data (Generally Available) The Sales Wave App allows administrators to build Wave Charts and Dashboards using Sales...
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Help & Training Salesforce Hack: How-to Add More Fields to Related Lists
Let me start by saying that this hack is not mine. Somewhere along the way I was provided with this solution when a client asked to have more than 10 fields in a Related List. Unfortunately I can not remember who exactly provided this solution so I cannot give credit where credit is due however...
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Financial Services Are You a Banker Heading to Dreamforce? Don’t Miss Out on these Sessions!
Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where...
