Terry’s Tidbits: Integrating Salesforce and Microsoft Office 365 SharePoint

Available for Lightning and Classic, Professional Edition and up Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You can! This step by step guide will walk you through the process. Be warned, it is a long process and it’s easy to make mistakes. I’ve tried to carefully identify […]

Terry’s Tips: Salesforce 2019 Winter Release Highlights You Will Love

The Salesforce Winter ‘19 Release is here! Have you had a chance to try out its new features? I have and am excited to share with you my favorite highlights. These help you work better and smarter.   1. Enhancements to JavaScript Buttons in the Lightning Experience Configuration Converter Back in the days of the Classic […]

How to setup Salesforce Lightning for Outlook

How to setup Salesforce Lightning for Outlook

Effective time management is one of the essential attributes in ensuring sales success. In an effort to continuously develop advanced solutions to help boost productivity, Salesforce recently launched Lightning for Outlook to help the sales team stay on top of their daily activities and maximize opportunities for success. With the integration of Sales Cloud Lightning […]

Connecting to your Customers Made Easier with Salesforce Inbox

Gaining a competitive advantage in todays business environment requires a technology that enables you to leverage all your customer relationships. Salesforce has brought “Relationship Intelligence” technology to its latest integration app called the Salesforce Inbox, which replaces SalesforceIQ for Sales Cloud. What you can do with Salesforce Inbox: 1. Connect your inbox to Salesforce – […]