News & Resources — What We’re Reading

What We Value

Buan Consulting was founded on a specific set of Corporate Values that drive everything we do.  In this new column, we will feature a corporate value and show an example of how we recently lived it! “Give to get — make the customer successful and we will be successful.” Seventeen years ago, Buan Consulting started its…

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Buan’s Top Picks for New SpringCM Functionality

Posted by Kristina Lee, SpringCM Engagement Manager Many new enhancements were introduced in the Summer release of SpringCM.  Over the last few months, Buan has been able to review and implement several of these new developments with our customers.  We would like to share with you some of our favorite new SpringCM functionality! New Document…

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Support Services from Buan Consulting

Posted by Sean Book, Customer Success Manager Buan Consulting has exciting news to share with you. We have launched our Buan Customer Success Team (CST), a group of talented experts dedicated to the long term success of each client partnering with Buan. The Buan Customer Success Team is a client support group where your requests are…

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Process Builder and Visual Workflow – Your Admin’s Favorite Combo!

Posted by David White, Consultant Life as a Salesforce administrator can be frustrating at times. Many project requirements or requests that seem easy enough, such as automatically assigning a user to a group upon creation, require a developer to create a trigger. But what if your developer doesn’t have time? What if you don’t have…

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How to Quickly Create & Edit SpringCM documents

Spring CM Button Proof

Posted by Buan Consulting With a single click, the SpringCM Edit application simplifies the process of editing and creating versions of a SpringCM document, saving time for admins who are modifying templates and contract process users making internal edits! “One-Click Edit” will take care of: –downloading the document, –opening it in the native application for editing, and –checking in…

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The Best of Spring ‘17 – Salesforce CPQ for Partner Communities

Megan Leary

Posted by Megan Leary, Senior Consultant Extending your Salesforce data and resources to partners is an invaluable way to connect with your channel in real-time. From assigning Leads, collaborating on Opportunities, registering deals and extending training resources – Partner Communities can help deals get closed faster. Now in the Spring ‘17 release, Salesforce is arming…

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Product & Service Notification- Upgrade to TLS 1.1 or higher by July 22

Upgrade to TLS 1.1 or higher by July 22 Reminder that Salesforce is requiring an upgrade to TLS 1.1 or higher by July 22, 2017. On that date TLS 1.0 will be disabled. Click here to learn if your organization will be affected by this TLS 1.0 encryption protocol change from Salesforce and how to identify users or integrations still…

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Salesforce Product & Service Notification – Salesforce 1 for iOS v13.0

Salesforce 1 for iOS v13.0 (Summer ’17) is now available in the App Store. You’ll be able to take advantage of new features including: Full transition to Apple’s new and improved web view Event scheduling with attendees & sync to Office 365 Support for Campaigns and Lightening Knowledge Ability to view, edit and delete Case comments…

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You Don’t Have to be a Consultant to Get Certified!

david-white-b

Posted by David White, Consultant When it comes to handling a full-scale Salesforce implementation, your best bet is to reach out to a talented partner like Buan. But whether you want to handle quick, day-to-day Salesforce tasks, or if you want to learn more about the platform in general, you should consider preparing for various…

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Organizing Your Content in Salesforce with SpringCM File It

Meryl Flynn

Posted by Meryl Flynn, SpringCM Practice Lead One of the biggest concerns for Salesforce Users is how to manage their documents.  Leveraging standard Libraries and Files can help, but oftentimes, it can take forever to find a specific document, or duplicate documents are made within the same org.  A better filing system is necessary for…

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