by Anosh Wadia | Jul 5, 2019 | Blog
Salesforce has great features that allow you to prevent duplicate records from being added. Using a combination of Duplicate Rules and Matching Rules, you can prevent duplicates from being added and also merge existing duplicate records that exist. However, you can...
by Richard Cookson | May 20, 2019 | Blog
So your sponsor is backing up the Lightning transition, your team is onboard, and all you have to do now is decide on your strategy. There’s a number of different ways, but typically you’ll either phase Lightning in or do it all at once. Which of these...
by Richard Cookson | May 8, 2019 | Blog
We’ve talked about the beneficial features of Lightning and the technical details of migrating, but there’s another important aspect: your team. Adopting Lightning isn’t just about turning on a switch; it’s about having a unified vision and...
by Mike Ahrenhoersterbaeumer | Mar 27, 2019 | Blog
You may have heard from Salesforce that, in the near future, Lightning will be available within your Salesforce instance. Lightning is Salesforce’s newest innovation designed to enhance your team’s user experience and drive further adoption throughout all...
by Mike Ahrenhoersterbaeumer | Mar 26, 2019 | Blog
You may have recently received a notification from Salesforce that, in the very near future, Lightning will be auto-enabled within your Salesforce instance. If you haven’t done a lot of research on Lightning, this may give you a cause for concern. Don’t...
