Posts by Nat

Trailhead “App Customization Specialist” Superbadge

Bringing your skills together   The “App Customization Specialist” Superbadge is a great option for you to bring your Salesforce Admin and Lightning skills together.  This Superbadge includes some of the standard System Administrator basics, with a Business Analysis requirement, and the opportunity to put those Lightning skills to use.   Some of the skills…

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Coming Soon…Exciting New Salesforce Service Cloud Features

There’s a lot of exciting changes coming in the Spring ’18 Release of SF Service Cloud.  If you’re using Service Cloud, make sure you take some time to familiarise yourself with the new features coming soon, such as: Knowledge article can be embedded into a Case email (a feature available in Classic that’s now available…

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RIO DriveSuccess really does Drive Success!!

We have a spread out team,  different offices, countries, job types and interests.  The challenge for us is motivating and including our entire staff towards our company Goals.  Having worked with different incentive schemes and challenges in various roles and companies, it’s easy to identify what motivates teams and what doesn’t.   Simplicity is key.…

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Exciting New Product – Conga Sign

Introducing…Conga Sign Conga have introduced a new product called “Conga Sign”.  It’s a great new product that suits B2C businesses looking for an e-signature solution.   You can: Create the document on the fly (without a template) Set up templates with e-signature tags Use Conga Sign as a stand-alone product without any other Conga products…

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TIP OF THE WEEK: Visualising Salesforce data with Lucidchart

Lucidchart has teamed up with Quip so that visuals can be created in real time using Salesforce data.   Using Lucidchart’s conditional formatting, you can highlight relevant fields. For example, consider these options: Showing your Sales Pipeline with Opportunity Stages Create a Contact Hierarchy for the Account to demonstrate the various contact relationships What a great…

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Salesforce Sales Cloud – Get ready for the Spring ’18 Release

Are you ready for the Salesforce Spring 18 release? We sure know we are! Make sure you familiarise yourself with the exciting new features available in the Sales Cloud.   A few highlights Related List Quick Links on Records: Displays related lists without having to scroll Action a record on the related list directly Accounts:  Matched…

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