Author archive for: Kymberli
08.062022November 20, 2022
12.072021July 12, 2021
Email Verification Changes for foundationConnect grantee users
BACKGROUND Salesforce sent out a notification in April about upcoming changes in the summer ’21 release where they will automatically turn on the requirement for...
19.032019March 27, 2019
Upgrading foundationConnect 101
1. Create a template for your partial sandbox first (what functions from your production database do you want to bring into your sandbox?) 2. Create...
21.012018January 22, 2018

Include Salesforce Files in a Conga Composer Merge
By Kymberli FengIn Conga
Are you using Salesforce Files to store documents? Are you using Conga Composer to create complex mail merges in Salesforce? Did you know you can...
20.092017October 4, 2017

Winter is coming. Notes and Attachments are dying.
By Kymberli FengIn FoundationConnect, FoundationsTags FoundationConnect, Salesforce, Salesforce Applications, Salesforce Features
Salesforce will be killing the Notes & Attachment list buttons in the next release – Winter ’18. Prepare yourself. Did you know the NOTES & ATTACHMENTS list...