Salesforce targets RedTail with new Grow Client Relationships Fast Start offeringAugust 11, 2019 – I'm not sure I'd want to be RedTail right now. Salesforce has them in their sights. According to the T3 ... Read Post →

Migrating to Lightning - Costs, Tools, Tips, Best PracticesDecember 04, 2018 – How much does migrating to the Salesforce Lightning Experience cost? What's the ROI? What's the big driver of ... Read Post →

Making Sense of Financial Services Cloud (FSC) Editions and Bank Teller LicensesSeptember 28, 2018 – The Financial Services Cloud (FSC) is built on the Salesforce platform, so we won't go into detail in what's the ... Read Post →

Sales Cloud or Service Cloud - Which License Do I Need?September 28, 2018 – We've covered the differences between Professional Edition and Enterprise Edition through our infographic, eBook, ... Read Post →

We're Speaking at Texas Dreamin' 2018 Austin TXJune 17, 2018 – In addition to being a Platinum Sponsor this year, our team is also leading five of the breakout ... Read Post →

Transition to Lightning in Four StepsJanuary 30, 2018 – Learn how to migrate to the Salesforce Lighting UI in four steps. Shell Black in this video presentation discusses ... Read Post →

Introduction to Orders in SalesforceNovember 11, 2017 – In this episode of ShellBlack Whiteboard we dive into Orders - what are they, how are they created, when are they ... Read Post →

Lightning Experience (LEX) versus the Classic UI (Aloha) and Migrating to LightningOctober 29, 2017 – In this episode we explore the brief history of the Lightning User Interface (UI), sometimes referred to as the ... Read Post →

Introduction to AssetsOctober 22, 2017 – In this episode we look at Assets and explore the common use cases of how they can be used in Salesforce by sales, ... Read Post →

Introduction to CasesOctober 14, 2017 – In this episode we look at Cases - the core object of the Salesforce Service Cloud. We start by covering how you ... Read Post →