Author archive for: Kymberli
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...
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...
Include Salesforce Files in a Conga Composer Merge
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...
Winter is coming. Notes and Attachments are dying.
Salesforce will be killing the Notes & Attachment list buttons in the next release – Winter ’18. Prepare yourself. Did you know the NOTES & ATTACHMENTS list...