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

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.

If you are in Higher Education using Salesforce and Lightning, this post would help you to prepare for key features which would help you to do more, provide insights to your users and prevent problems.

For folks in Higher education who are planning to do an implementation in Salesforce and Marketing cloud, this session is a must attend. I am very happy to announce that I will be co-presenting a Dreamforce session along with Cal State on this session. A special thanks to Jake Hornsby who would be presenting with me on this.

Whether you are an institution looking to implement Salesforce for the first time, transition off of another CRM or transition from Sales Cloud, Enrollment RX, or Target X chances are you’re looking for a way to make the most of your investment in Salesforce’s Higher Ed Data Architecture. Over the past 2 years I’ve been working with clients to define an approach to HEDA that maximizes their investment in Salesforce and delivers immediate impact to end users. As with all things, they key to success is to plan and then plan some more. In my opinion, considering the following at the beginning of your journey will pay dividends in the end.