Posts by Nat

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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