First, let me apologize, as this post is long overdue. Salesforce CMS went GA in Winter ’20, which was in October of 2019. You deserve better; if this was a real relationship, I would have sent flowers and chocolate-covered strawberries. But unfortunately for you (and fortunately for me), this is…
As Digital Transformation continues to drive momentum, more of our customers and prospects are looking to create a connected, digital experience for customers, partners, and other key stakeholders. In the Salesforce space, this translates to one of the core features of Experience Cloud, Sites (formerly Communities). One of the most…
Spring 21 starts hitting instances this weekend and this is our 7th and last release write-up! This one will wrap-up this monster release (although, there was still more to cover, it's just impossible to write about everything these days). For this post we're going to focus on the collaboration features…
I'm a little late with this last post as everyone has Winter 21 as of last weekend. It's a big release and we wound up breaking up our blog into 5 parts due to that - and maybe that was a little ambitious as we're getting this last one out…
Salesforce's Summer 20 is approaching; we're just about a month away from hitting the first wave of customers. We're right at the middle point of our 5-part release write-up. In Part 1, we covered all of the Sales Cloud and general features coming out. For Part 2, we covered the…
Are you using Flows in your Community? There have been so many fantastic Salesforce Releases for Community Cloud, you may have overlooked some of the functionality you can now leverage out-of-the-box in your Community. Let’s get started with the basics: why Flow? Why Flow Flows are awesome for collecting information…
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…