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Audit your Service Cloud for PII / PID with GearsDataMask 2.0

In our introduction to GearsDataMask, we spoke about how inadvertent PII / PID is a real problem for Service organizations. You can have processes in place for your agents to ensure that credit card numbers and social security numbers are stored in a secure way - if at all -…

Salesforce Summer 17 Features – CPQ

Hope everyone is having a terrific summer. We are adding a bonus updates to our Summer 17 blog series (Sales Cloud, Service Cloud & Communities updates) as Salesforce CPQ Summer 17 was just recently made generally available. This is a big release with some cool new features. This release incorporates…

Customer Service in Manufacturing: Order Management Support

Welcome to part 1 of what will be an ongoing blog series covering different aspects of how manufacturers can leverage Salesforce to provide better customer service for their customers. Customer service in manufacturing is a pretty broad subject - on top of that, manufacturing as a whole is a pretty…

6 Reasons Sales Cloud Users Need to Switch to Lightning

When most people think of Lightning Experience they think mostly about how it's a new look and feel for Salesforce and that's about it. Lightning Experience is much more than that. The past few Salesforce releases have been packed with features aimed at helping sales users to work smarter, faster…

Why Sales Cloud Users Need to Switch to Lightning – Webinar

The past few Salesforce releases have been packed with features aimed at helping sales users to work smarter, faster and be more productive – but these features are exclusive to Lightning Experience (LEX). If you’ve been considering migrating to LEX, now is the perfect time to take advantage of the…

BREeze 4.0 – Smart Processing and Other New Features

It's hard to believe it's been nearly four years since we rolled out our first version of BREeze. Early on when we first launched BREeze the vision was mostly around expanding the standard assignment rules, but instead of being restrained to just being able to assign Owners on Leads and…

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