Salesforce Process Builder
Beginner’s Guide to Salesforce Automation – Part 2: Process Builder

The Beginner’s Guide to Salesforce Automation, continued In Part I: Workflows, we learned how to automate a simple business process using a Salesforce workflow rule. You’ve witnessed how easy it is to configure Salesforce to free you from some manual business tasks. Now, I bet you’re wondering what other nifty tricks Salesforce has to make your life better. Enter Process Builder.  Part II:…

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Salesforce Automation
Beginner’s Guide to Salesforce Automation – Part 1: Workflows

The Beginner’s Guide to Salesforce Automation Congratulations on getting started with Salesforce! If you’re wondering where to start, may we suggest using it to automate your business processes? Your organization will immediately run more efficiently. To help you get going, we introduce The Beginner’s Guide to Salesforce Automation. In it, we dive-in from a beginner’s point-of-view covering Workflows, Lightning Process Builder, Visual Workflow,…

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Salesforce Summer ’15 Release – Highlights

Summer 15 is coming to a Salesforce org near you and is packed full of time saving and headache relieving features. Summer 15 is right around the corner.  There are a few key dates to make note of as we approach the upgrade: June 5th – The Second Release Weekend (NA6, NA7, NA8, NA9, NA17, NA18,…

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Twitter Lead Generation Card to Salesforce Integration

By Reducing Steps We Can Increase Prospect Engagement Twitter Lead Generation Cards make it easy for prospects to send you their information.  Rather than require prospects to go to your website, navigate to your contact form, and complete the form, they can send their information with a simple click of a button while staying within…

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