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  1. Happy New Customers!
    by Scott Searle — last modified Jun 11, 2019 04:12 PM — filed under: Process Builder, Admin, Customer Service, Blog, Onboarding
    Maintaining happy customers is an ongoing process for every organization, but you never get a second chance to make a good first impression.
    Located in Archive / 2018
    Happy New Customers!
  2. Lightning Strikes Spring 18
    by Ryan Owens — last modified Jun 11, 2019 04:07 PM — filed under: Blog, Spring 18, Lightning Experience
    Winter is here, which means Spring is on its way. What has Salesforce brought us in the Spring 18 release?
    Located in Archive / 2018
    Lightning Strikes Spring 18
  3. Preparing for Segmentation
    by Samantha Safin — last modified Jun 11, 2019 02:19 PM — filed under: Admin, Blog, Best Practices, Marketing
    You’re ready to speak to your prospects and customers one-to-one, and that means segmenting your audience...but where to start?
    Located in Archive / 2018
    Preparing for Segmentation
  4. Punta Dreamin 2018 Recap
    by Justin Edelstein — last modified Jun 11, 2019 03:45 PM — filed under: Blog, Ohana, Punta Dreamin
    Had such a great time in the beautiful Punta del Este in Uruguay for a fantastic community event led by Aldo Fernandez. After attending this event, I can ...
    Located in Archive / 2018
    Punta Dreamin 2018 Recap
  5. Raise Your Hands For Volunteers in Salesforce
    by Peter White — last modified Jun 11, 2019 01:59 PM — filed under: Blog, NPSP, App Picks, Admin
    This post speaks to an application that can assist you in enlisting and managing volunteers to support your events, activities, and programs.
    Located in Archive / 2018
    Raise Your Hands For Volunteers in Salesforce
  6. Salesforce Spring 18 Ideas Delivered
    by Ashley Leifer — last modified Jun 11, 2019 03:47 PM — filed under: Blog, Release Notes, Spring 18
    Salesforce again delivers on ideas from the Community in the Spring ‘18 release.
    Located in Archive / 2018
    Salesforce Spring 18 Ideas Delivered
  7. Salesforce Spring 18 Release Notes Rapid Reaction
    by Justin Edelstein — last modified Jun 11, 2019 04:07 PM — filed under: Blog, Release Notes, Spring 18, Lightning Experience
    It sure doesn’t feel like Spring in the Northeast, but Salesforce is moving forward regardless. Here’s a quick reaction blog post, with the hopes that it ...
    Located in Archive / 2018
    Salesforce Spring 18 Release Notes Rapid Reaction
  8. Top Ideas for Salesforce Lightning
    by Ryan Owens — last modified Jun 11, 2019 01:55 PM — filed under: Blog, IdeaExchange, Lightning Experience
    As Salesforce Lightning continues to roll—what is on deck on the IdeaExchange?
    Located in Archive / 2018
    Top Ideas for Salesforce Lightning
  9. Using Leads in Program Management
    by Samantha Safin — last modified Jun 11, 2019 01:58 PM — filed under: Administrators, Blog, Process Builder, Program Management
    The concept behind the Leads object in Salesforce is extremely useful, and not just for marketing and sales teams to hand-off prospects.
    Located in Archive / 2018
    Using Leads in Program Management
  10. Dreamforce 2024 Essentials: What to Know Before You Go
    by Cate Howes — published Sep 06, 2024 — last modified Sep 06, 2024 03:56 PM — filed under: Blog, Dreamforce 24, DF24
    How to navigate and make the most out of Dreamforce this year.
    Located in Archive / 2024
    Dreamforce 2024 Essentials: What to Know Before You Go
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