Posts Tagged ‘Salesforce’

TIP OF THE WEEK: Enabling Salesforce Multi-currency

Here are some tips on how Multi-currency works Once multi-currency is enabled, you will have the features: You will be able to assign a base currency Your base currency will be used for all reporting and forecasting All the transactions from other currencies will be converted to the base currency As required you can create…

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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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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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WeDid: Salesforce provides a Single Pane of Glass for the Education Industry

We are seeing the number of Registered Training Organisation (RTO) moving to Salesforce has grown significantly. The ever-growing growth of nature of the RTO business impacts 3 major parts of their organizations’ – Marketing teams, Sales teams, and Student Administration. These growth pains can easily be addressed by having all the key records residing in…

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TIP OF THE WEEK: Default List View in Lightning

Did you know that in Lightning, the default list view of an object will always default to the ‘Recently Viewed’ list? Currently, there is no function in Lightning to change this behaviour – which means you are stuck with looking at this view first (at the moment). Our tip to work around this is we…

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TIP OF THE WEEK: Keyboard Shortcuts for Salesforce Lightning Experience

What to navigate around Salesforce faster? Keyboard shortcuts can make life easier and improve your productivity. If you want to view all Lightning shortcuts in the Lightning experience – here’s how you can bring them up: Windows Users: press CTRL + / or Mac Users: press Cmd + / You will get a help menu…

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RIO Inventory Solution: Inventory Tracking – in Salesforce

If you use Salesforce,  and you want Salesforce to be able to manage and track your inventory – we have just the solution.   Introducing RIO Inventory which is an app that works on top of Salesforce to help you with inventory stocks. You can easily use RIO Inventory even with Bar Code Scanning!   We have three new…

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Australian Institute of Music future proofs with Salesforce, Luana and Pardot

Australian Institute of Music

The Australian Institute of Music (AIM) is a not for profit and internationally recognised Higher Education Institution in Australia. With campuses in Sydney and Melbourne AIM offers music & performing arts programs in Higher Secondary, Bachelor Degree and Master Degree level.   Challenge In today’s competitive education market a seamless sales process is essential to…

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