Is it important to have a dedicated Salesforce administrator? You bet. Here’s why you need one, what they’ll do, and who it should be. One...
Archive for month: November 2017
Make Salesforce Intake Easier
Why the Intake Process is Such a Pain Human service organizations often struggle to capture information during their intake process, usually scribbling down important information...
Salesforce Global Search: make it work harder for you
Salesforce global search is a robust search feature that allows you to search almost every field in every record of Salesforce. Read on for some...