For those buying from Salesforce you might be approached to consider a RUL – Restricted Use License (also referred to as a Restricted SKU). Why should you look at a RUL? Well, it’s a way to get a Salesforce license at a reduced cost. Sounds great – sign me up! Slow down, there is a…
The Financial Services Cloud (FSC) is built on the Salesforce platform, so we won’t go into detail in what’s the difference between the Professional Edition and Enterprise Edition as we’ve covered that in our infographic, eBook, and in a separate blog post. Financial Services Cloud (FSC) is available in three versions: Professional Edition, Enterprise Edition, and Unlimited Edition….
We’ve covered the differences between Professional Edition and Enterprise Edition through our infographic, eBook, and in a separate blog post. What can be just as confusing is determining which users should be on a Sales Cloud license and which users need a Service Cloud license. What’s the difference? What makes things confusing is that the Service Cloud overlaps…
One of the things we ask new and prospective clients is “Who is you Salesforce Account Executive?” As a courtesy we like to let Salesforce know when we’re working with one of their customers. For various reasons, many don’t know who is their Salesforce rep, but there is a very easy way to find out!…
You’re a new sales rep and marketing just assigned you a 1,000 leads in your territory. The VP of Sales walks past your cube, gives you a slap on the back and says, “go get ’em tiger!” Where do you start? The concept behind a Lead Score is simple – use data to quickly determine…
This “Zone Approach” to page layout design that I’m outlining below is really to accomplish one thing – consistency. The more consistent you are as a System Administrator with field placement decisions, the easier you’re making it for your users to navigate and do their job. Think for a minute about a website you’ve visited…
Visual Workflow (Flow Designer) has been a curious feature of Salesforce that I’ve never had a good opportunity to dive into. I’ve created hundreds of Workflows, Validation Rules and probably over a thousand reports in the last 10 years, but until last weekend I could count on one hand the number of times I’ve actually…
In this blog post I’m going to take a look at Salesforce Insurance Edition – an overlay or set of pre-packaged customizations for the insurance industry. Earlier I looked at Salesforce for Wealth Management, and in comparison this is much less complicated solution. Essentially the Salesforce Insurance Edition is an overlay comprised of two custom…
What is Salesforce for Wealth Management? Essentially it’s an app (overlay) – a collection of custom objects, code and analytics that is installed in your Salesforce instance. It’s designed for a single audience – Financial Advisors (Wealth Advisors). It’s a highly tailored view and organization of client information, investments and professional relationships. This blog post…
Why Sync Salesforce with QuickBooks Everyone’s needs are different, but most companies are out to accomplish two things by syncing Salesforce with QuickBooks (1) automatically create Invoices in QuickBooks from “won” Salesforce Opportunities to reduce data entry and speed up cash flow, and (2) provide users in Salesforce visibility to QuickBooks accounts receivable information for…