If your organization uses Email-to-Case, this post is for you! Almost one year ago, Salesforce announced major changes to their Email-to-Case threading behavior, and we covered this in detail back in our Spring ‘21 Release Notes. So, why are we blogging about this now? While this new behavior wont be…
A day in the life of a Salesforce Administrator is full of problem-solving, exciting innovations, and solving complex business requirements. But what about the work that might not be top of mind since it's really not "fun" but is still really important? For example, I am sure you have been…
Summer 21 is already live, but we're still going with the update write-ups. This will be Part 5 for Summer 21 and we're going to focus on the new Field Service and Salesforce Scheduler. While we're talking about Field Service, I did want to mention a great resource for discussions…
I hope everyone had a great weekend. Summer 21 actually went live in the second wave of production instances (we've already requested our in-line reporting editing from customer service!) this weekend so by now, everyone has Summer 21. Normally we're more ahead of the curve with the blogging but I've…
Well, this is a big day. Harry is finally letting other Gearys help write his cloud Release Blogs! While the... ahem, little people have helped blog on specific product release features, Harry typically keeps big Release Blogs for the Clouds close and tight and has all the fun. I feel…
Lately, I have been hearing a lot of buzz around the importance of maximizing your Salesforce investment. This is long-overdue buzz. Let’s be real - Salesforce isn’t the low-cost option and I truly do believe you get what you pay for. However, it’s like buying a Tesla. The value isn’t…
This is officially our 200th blog post here at Gears. We started our blog way back on 1/9/2010 - and by we, I mean me, because at that point we were a company of one. I guess you can draw a nice parallel to how our blog has grown at…
We are so excited to announce that Gears has been named to Inc. magazine’s annual list of the Best Workplaces for 2021. Hitting newsstands May 18 in the May/June 2021 issue, and as part of a prominent Inc.com feature, the list is the result of a wide-ranging and comprehensive measurement…
Summer 21 is right around the corner - and man, this release feels like it sneaked up on me (trying to figure out why "snuck" was getting flagged as a misspelling and seeing that snuck might not even be a real word. Really? That sneaked up on me too). Spring…
Over the years, we have built out several apps designed to help Admins meet the ever-changing (and increasingly more complex) needs of their userbase without needing to pull in developers or deploy extensive code. We often refer to BREeze, our oldest app, as our “swiss army knife” because it’s really…
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…
Do you know what Enneagram Type you are? We have a group of Gearys who love to geek out over Enneagram types & personality tests which got us thinking – which Types might be ideal for our open roles? Type 1, The Reformer: Are you rational, idealistic, self-controlled, and maybe…
In part 1 of our Effortless Field Service post, we spent some time explaining how the core concepts of the excellent book The Effortless Experience: Conquering the New Battleground for Customer Loyalty by Matt Dixon, Nick Toman, and Rick DeLisi don't stop at the call center but also extend to…
I'm a pretty avid reader, but I tend to read mostly science fiction, fantasy, and weird fiction (although during the pandemic I've broadened out a bit into more standard fiction). For me, reading is the way I shut off my brain from work and exercise it a different way. Due…
Big Data. Sensitive Data. Stolen Data. It seems like everyone is talking about data lately, and with good reason! According to Forbes in 2018, 2.5 quintillion bytes of data are created each day. I honestly can’t wrap my head around the enormity of that number, but imagine 3 years later…
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…