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News, Tips, and All Things CRM

Up-to-the-minute Salesforce product release information, insights, trends, news, and a basic Buan mind-tap. Sign up to have this juicy cloud-based news fed right to your inbox.


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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Unity Technologies

Company Overview: Unity Technologies is the creator of Unity, an intuitive and flexible development platform used to make wildly creative and intelligently interactive 3D and 2D content. The “author once, deploy everywhere” capability ensures developers can publish to all of the most popular platforms.  Unity Technologies boasts a thriving community of over 2 million registered developers…

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

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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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Setting up Salesforce CPQ Smart Approvals

Posted by Buan Consulting The Smart Approvals feature in Salesforce CPQ Advanced Approvals package has been around for some time but it hasn’t always worked as advertised. Initially, clients were very excited about the time-saving promise of this feature. If a quote is rejected during the approval cycle, approvers who initially approved would not receive…

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3 Benefits of Implementing a Project Management Methodology

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Posted by Kim Barnes, PMP, Project Management Lead Implementing a project management methodology will provide numerous benefits for your organization, including higher client satisfaction, more scalable project structures and a streamlined delivery process. These improvements help projects become more organized and deliver the right outcomes, faster.  They instill in the organization reusable common processes and templates,…

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How to Create Amazing CPQ Template Content Using HTML and Tables

Greg Coolidge

Posted by Greg Coolidge, Senior Consultant You have just put together a large quote for a very important client.  The only thing left to do is generate the output document and send it to the customer for their signature.  Here are a few tips and tricks to help you create professional templates using tables in your template…

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Grow your business with Apps from the Salesforce AppExchange

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What do CloudSense Commerce, Conga Composer, Geopointe, TaskRay and Xactly Incent have in common? Posted by Buan Consulting Businesses across the country are turning to the AppExchange from Salesforce for business solutions. An online marketplace, AppExchange lets you browse third-party apps or customize your own app development. The pre-built apps are customized for Salesforce so…

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