Resource Library
What is Salesforce.com new Content Management System (CMS)?
Salesforce.com Content Management System (CMS) makes it extremely easy to create and share content across community portals, marketing cloud, B2B/B2C Commerce, and several other channels. This is a very useful and powerful tool that allows marketers, web designers, and content designers to create structured, mobile responsive content that can be used in many channels with a few clicks of the mouse. In this post we will be reviewing the CMS Single Item component. We will cover how to create single pieces of content with customized content types with a variety of different types of fields.
CRM Transformation Leaders Interivew Series – Journalism to an IT Leader- Frank Ferriola –
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.
Eigen X Sponsors Salesforce User Group
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.
How to create custom Content Types for Salesforce Content Management System (CMS)?”
Salesforce.com Content Management System (CMS)
How to Display Salesforce.com Lightning Knowledge with a Public Community Portal
The easiest way to display your organizations knowledge articles to the public is through a public Salesforce community.
How to Migrate to Salesforce.com Lightning Knowledge
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.
Best Practices for Implementing Salesforce.com Snap-In for Live Chat
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.
Connected Campaigns: A Unique Case
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
How to make your global account managers life easy for Manufacturers using Salesforce
What can you do in Salesforce to allow your global account managers to monitor their account easily? This post would provide you some guidelines.
Summer 19 features for Higher Ed users which would help you do more, save time and increase adoption
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.
Loading records in Einstein using External ETL Tools
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.
Visibility Solutions for SAP Customers using Salesforce
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.
Program enrollments vs Affiliations and Latest HEDA Release Impact
If you are using Salesforce and using HEDA or planning to use HEDA, Here are some questions we wrestle with.
Spring 19 features (Lightning) for Higher Education
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.
Dreamforce Session- Implementing Marketing Cloud and Salesforce in 6 months
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.