Security Enhancements Community Public Community and Data Management just got a lot easier! Sharing and data visibility has come a long way in this release, with new muscle to monitor your organization's data access levels. If you are able to contribute to your Salesforce roadmap we encourage adding a Security…
As I mentioned in our part 1, we're a little late with the write-ups this release due to Labor Day and then our Gears Annual Company Meeting. We're typically ahead of the release, but this weekend the last of the instances were updated and everyone is now on Winter 20.…
Community Lightning Experience (LEX) was rolled out two years ago and was touted not only as an improved customer & partner UI, but also as a way to build communities declaratively with more style and overall responsiveness (mobile first!). While the initial rollout did have some gaps, over the last 2…
In today’s post, we’re changing things up a bit and chatting with one of our clients who has seen great success with their Community implementation. Oxford is a leading global search firm that places top talent with clients looking to employ the best teams for their organization. The Challenge Oxford…
Sorry for the delay in getting to part 3 of our Salesforce Summer 19 release write-up. I had some international travel the last two weekends and was able to spend some time pub crawling around London and then this past weekend was actually up in Montreal with the family. I'm…
Are you struggling to get traction in your partner channel? Have you implemented a PRM (Partner Relationship Management) system that’s not quite getting the job done? We find many of our customers roll out a PRM with the goal of allowing their partners to view or work leads and opportunities…
Community Chatter Group Membership, Public Groups Maintenance So you’ve launched a Community for your Partners and/or your Customers, and now you’re working with more features and hoping to ramp up engagement. A common problem we see post-implementation with our Community Managers is keeping track of the Community group assignments. Groups…
Up here in New England, we're getting our first real snow of 2019. It isn't quite the snowmaggedon they were predicting, but it's still enough that the only reason I'm going outside is to shovel and to convince my dog to go to the bathroom. Perfect day to play some…
Thank you to all who joined our Communities webinar on Halloween! If you missed the webinar, we have posted the recording here. We got some *spooktacular* questions in the chat after the demo and we wanted to recap for everyone who made it, or for anyone just now catching up…
Fall is in full effect - the leaves are falling, the weather is getting cold, Halloween is almost here and the World Series just wrapped up, where my beloved Dodgers lost a second consecutive one. Only way to get a little cheerful from that is to dive into Winter 19…
Summer 18 is already out across everyone's instances. We had our upgrade this weekend and we're already setting up some of the new features (as predicted, it's only been 2 days and that scuba-diving bear is already freaking me out when I'm waiting for Lightning to load. He just has…
Welcome to the third post of our four part Salesforce Spring 18 release write-ups. In part one we covered all of the Lightning Sales Cloud, Sales Cloud Einstein and platform changes. Part two was all about Service Cloud and Field Service Lightning. For this part we'll be covering all of…
You've spent a lot of energy, time and money building out your Salesforce Community. As part of that Community, you've worked hard to develop content for your members such as Knowledge Articles, Marketing Collateral, or even static pages that contain important information about your company or Community. Unfortunately, this isn't…
Winter 18 starts rolling out next weekend and we've already covered all of the Sales Cloud and Service Cloud features. This is a huge release in general - the Winter 18 release notes are a massive 575+ pages of new features - but in particular this is a big one…
Hope everyone is having a great Memorial Day weekend. Right after Memorial Day, Summer 17 begins to hit in early June. It's a huge release with a crazy 550 page release notes. As always, we're writing about all of the great features and covered Sales Cloud in Part 1 and…
Spring 17 will be here shortly and the release notes are officially out. This is our final part for our write-up on Spring 17. In our last part we covered all of the Service Cloud features and we started with Sales Cloud in Part 1. In this part we'll be…