This is an Interview series of Visionary CRM leaders who are leading companies in turbulent times. As part of this series, you can hear first hand on what motivates them, habits leading to their success, how they are handling COVID-19 situations and traits they look for when hiring resources. If you are a salesforce admin, developer, or person looking for a career change, these interviews will provide you insight on positioning yourself for success with IT teams, understand key skills and habits to elevate your career.

Review Community Templates, Themes, and Components. We will focus specifically on the case forms, chat, and Content Management System (CMS) components. We will also touch on Knowledge, Einstein Article Recommendations, Einstein Case Classification, and Einstein Bots and how they can enhance the digital experience. Again, this month will be a virtual meeting.

Salesforce.com Content Management System (CMS)

How to avoid reporting duplications.

Do you have a knowledge base that you have been maintaining in Salesforce classic? Would you like to migrate your customer service team to the lightning interface? This post will highlight some of the key topics in doing so.

If you are trying to implement online chats for your customers in your website, one of the challenges you face in configuring Snap-Ins is that it shows all the values of picklist fields by default.

Now you have the ability to track student grades for your programs and non-credit courses with the Term Grade object.

Connected Campaigns, a useful Pardot feature officially released in Summer 2018, gives marketers the ability to connect the once separate Pardot campaigns and Salesforce campaigns

Eigen X was named one of Philadelphia’s Best Places to Work for 6th year in a row!

What can you do in Salesforce to allow your global account managers to monitor their account easily? This post would provide you some guidelines.

If you are in Higher Education and using Salesforce Lightning , My blog here on summer 19 would help you to focus on the right feature which would help you to do more, save time and increase engagement with your current audience.

If you are using Einstein Analytics, and you are in the process of loading millions of records into Einstein from an external database or warehouse with an ETL tool, this post would help you to follow the right strategy.

If you are using Salesforce and SAP and if your regional and global sales managers complain that they see too much accounts or not able to identify the accounts under them, this post is for you.

If you are using Salesforce and using HEDA or planning to use HEDA, Here are some questions we wrestle with.