News & Resources — August 2016 Archive

Global Picklists

Posted by Bob Bowes, Senior Consultant Salesforce allows users to create custom objects and fields that fit their organization’s needs.  One type of field that is especially helpful is a picklist field. Picklists allow administrators and developers to create a pre-defined list of options for the field, which can bring clarity to an organization’s data…

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Top 10 Tips for Salesforce Admins

Posted by Kristin Zaharias, Senior Consultant Here are 10 (plus one) tried and tested Salesforce user tips for Admins from a senior Salesforce Consultant.   Read the Salesforce and other application release notes. Keep learning about new functionality – it changes frequently. Always disable the Quick Create menu in the User Interface settings, as this…

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Build A Solid Foundation: Contract Automation with DocuSign and Salesforce

Live Webinar:      To stay competitive in this market, your business can’t afford to waste time on administrative tasks like printing, faxing, scanning, overnighting and even driving across town to sign documents. With DocuSign you can sign or request signatures online in minutes. Never before has there been an opportunity for you to affect powerful digital improvements…

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