It's time for yet another salesforce release and the Summer 15 release notes are now available to review. In Part 1, we covered all of the new features around Sales Cloud, salesforce1 and the platform updates. In this part we are going to cover all of the Service Cloud enhancements…
One of the drawbacks for standard Case or Lead Assignment rules is that they can only be used when a new record is created. There are a lot of times when you'd love to push that Lead or Case back into the assignment rules based on new values. With Leads,…
It's time for yet another salesforce release and the Summer 15 release notes are now available to review. This is another big release - especially some of the Service Cloud features - and includes some of the remaining items that were shown off at Dreamforce but haven't been released yet.…
Process Builder is one of the most exciting new administrator tools that salesforce has released in years. As many of you know, Process Builder was released in beta for Winter 15 and will soon be generally available in Spring 15. As we'll detail below, Process Builder really expands what an…
When we wrote Part 1 of our Spring 15 write-up, the salesforce1 part of the release notes were not available yet. They just came out, so we're doing a bonus post just to cover all of the new Spring 15 features for salesforce1. Just a reminder on the original 3…
It's 15 degrees in Boston right now and I'm sick of winter already. At least Spring 15 is coming around the corner - and hopefully the real spring behind it. This is the final part of a three part write-up and is focused on the Collaboration features for Spring 15.…
As the first big storm of the year is hitting a lot of the north, Spring 15 is coming around the corner. This is part two of a three part write-up and is focused on the Service Cloud features for Spring 15. The parts of the full write-up are broken…
I spent Christmas Eve pouring over the new Spring 15 release notes thoroughly enjoying my first Christmas present of the season. Does that make me a little odd? Possibly, but why else would salesforce release these on Christmas Eve unless they knew there were a large group of people like…
If you're attending Dreamforce '14, regardless if its your first time or you're a veteran, it feels like every year you learn a new thing or new way to get around the conference and enjoy it. Here's my top 6 "hacks" for Dreamforce, hope to see you there! 1.) Getting…
The Winter 15 release notes are out, and we're on Part 3 of our 3 part series detailing the more interesting new features. In Part 1, we discussed the new Winter 15 features for Sales, Salesforce1 and the Platform. In Part 2 we spent some time on all the new…
In Part 1, we discussed the new Winter 15 features for Sales, Salesforce1 and the Platform. For Part 2 we're going to focus on Service Cloud. (As a reminder, Part 3 will be covering Chatter, Communities and Work.com). Let's have at it. As always, no particular order: Email-to-Case - Really…
It's still August and we're all trying to cling to the end of the summer. Meanwhile salesforce is moving on to winter already (mentally, I feel we need an Autumn release so we can deny the winter is really coming for a few more months). The Winter 15 release notes…
GearsCRM is always looking to add to the team. We have a small, driven and self-motivated team that likes to work hard but also have fun while doing so. All of our jobs are virtual, work from home positions, with flexible schedules that match your own personal life. Our clients…
In Part I we covered the new features in Summer 14 for Sales, Salesforce1 and the platform. For Part 2, we covered all of the collaboration features - Chatter, Communities and Work.com enhancements. Now, for Part 3, we're going to be covering Service Cloud - all of the features supporting…
GearsCRM is always looking to add to the team. We have a small, driven and self-motivated team that likes to work hard but also have fun while doing so. All of our jobs are virtual, work from home positions, with flexible schedules that match your own personal life. Our clients…
In Part I we covered the new features in Summer 14 for Sales, Salesforce1 and the platform. For Part 2, we are going to be covering Chatter, Communities and Work.com enhancements. (Just as a reminder, Part 3, will cover Service Cloud.) As always, no particular order to these: Salesforce File…