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…
I hope everyone had a great weekend. Even with the social distancing, it was good to get out of the house a bit as we are finally getting some good weather out here in New England. We actually hit a local state park and hiked in the trails with the…
For most field service teams, getting to the destination to perform the service is priority one, two and three. There's a lot of logic that goes into getting the right person to the right place at the optimal time, but not being able to get to that right place breaks…
Even though Salesforce's Summer 20 is delayed a bit (coming out in mid-July now), the release notes are out which means it's time for our release write-ups. Before jumping in, I just want to say I hope everyone is healthy and hanging in there with the pandemic and all of…
Thanks to everyone who joined our webinar, RPA For Salesforce Service Cloud. For those of you who missed it, you can watch the recording here. We received some great questions and couldn't get to all of them live during the session, so we wanted to publish a follow-up post with…
Before getting into the RPA details, I just want to say I hope all of you are healthy and doing as well as you can with the current pandemic. These are definitely challenging and unprecedented times but it has been uplifting to see how many of our customers and partners…
The global coronavirus pandemic is truly unprecedented, and the effects are being felt in all areas of our daily lives, from personal to professional. Our thoughts are with everyone who is impacted by this virus, both directly and indirectly, and we are wishing anyone who is sick a speedy recovery.…
Have you ever wondered what life is like as a consultant? Or what it's like to work from home every day in a fully virtual company? Wonder no more - the "Life at Gears" series features our employees talking about a typical day-in-the-life at Gears, explaining their roles and showing…
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…
Have you ever wondered what life is like as a consultant? Or what it's like to work from home every day in a fully virtual company? Wonder no more - the "Life at Gears" series features our employees talking about a typical day-in-the-life at Gears, explaining their roles and showing…
Alright, we're on the last part of our Spring 20 release write-up. It's getting hard to keep up with all of the different products & clouds, but even with just the areas we write about, this was a huge release. In Part 1 we discussed the Sales Cloud and Platform…
Spring 20 is getting close and there's a ton of new features in it. In Part 1 of our Spring 20 write-up we covered all of the Sales Cloud features (including a bunch of free Einstein!) and in Part 2 we covered all of the Service Cloud and Field Service…
Have you ever wondered what life is like as a consultant? Or what it's like to work from home every day in a fully virtual company? Wonder no more - the "Life at Gears" series will feature our employees talking about a typical day-in-the-life at Gears, explaining their roles and…
2020 is here and each New Year brings a lot of resolutions and new goals for folks to embark on. Companies normally aren't much different and here at GearsCRM we have an exciting year ahead of us. We had a great 2019: our 10th year anniversary, being named in the…
Happy 2020 everyone! Hopefully, this year and decade is a terrific and productive one for you. I thought it was going to be annoying have Christmas and New Years on a Wednesday, but it actually wound up working out where the traffic wasn't as bad and the re-entry on 1/2…
Happy Holidays, Merry Christmas and I hope everyone has a terrific upcoming New Year. It's hard to believe the year is almost over, let alone the decade. The 2010's were a big decade for us at Gears (it's hard not to be when all but 6 months of our existence…