Salesforce

Einstein Lead Scoring: AI Predictive Scoring

Effective Lead Management is essential for a healthy sales pipeline. Prioritisation is key. The end goal is to work with the best leads, so they become happy customers (and businesses gain a return on investment).  This post overviews Einstein Lead Scoring within Salesforce Lightning Experience.  Screenshot of Einstein Lead Scoring Table of Contents Background If …

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Spring’ 21 Summary: Favourite Updates

It feels like 5 minutes since Winter ’21 and now we’re talking about Spring ’21! On the 18th of December, Salesforce released the Preview of the Release Notes. The following summarises some of the features which grabbed my attention. This is not exhaustive. Equally, this is based on a ‘Preview’; features are still subject to change. …

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Winter ’21: Dynamic Forms in Lightning Experience

It is time for another #LightningFlap! In our last post, we looked at Activity Timelines and how they help show Tasks/Events in a single view. Click here to check that out. Before our deep-dive on Lightning Record Pages, we shall take a slight detour! Winter ’21 is coming and there is plenty to get excited …

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Path: Set up Path in Salesforce Lightning Experience

In my last post (#LightningFlap!) I named my favourite Sales Cloud features in Lightning Experience. The first being Path. Here, I outline its benefits, setup and how Path can help your Salesforce org! NOTE: Lightning Experience Only Path is only in Lightning Experience. If you’re using Classic please read-on to see why Salesforce is #BetterInLightning! …

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Lightning: Helpful Lightning Experience Features for Sales Cloud

Sales Cloud has awesome features for you to use in your org. Preparing for my Salesforce Sales Cloud Consultant exam has made me reflect on these. As a result, I’ve highlighted favourite Lightning Sales Cloud features. Additionally, I will outline how these are setup and used in subsequent posts. Path Ever found yourself wanting to …

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The Lightning Usage App & the Power of Insight: Who, What, When and Why

When I first investigated rolling-out Lightning, numerous things came to mind. What benefits does Salesforce Lightning bring over Classic? How do I communicate these and roll it out across the business? How do I prepare users for the change and address any concerns? How do I monitor rollout? Certainly, more than enough topics to write …

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