Salesforce

Summer ’21: What/When is it and What should I do to prepare?

The Salesforce Summer ’21 Release is nearly here! In this post, we shall cover what Summer ’21 is, when it is and some recommendations on what you should do ahead of the Release.  NOTE: Summer ’21 is currently in preview. This means this is still subject to ‘safe habor’ and change.  Table of Contents What is Summer …

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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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