Posts Tagged ‘Salesforce’

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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CA ANZ consolidates data using Luana to achieve 360 degree view

Chartered Accountants Australia and New Zealand (CA ANZ) are a professional membership body that supports business and accounting professionals around the world. They represent over 110,000 members and about 400,000 students around the world. As a membership body they shape the future for the accounting profession by focusing on four important areas: Education, Being Member…

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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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