CRM Services

Salesforce Education Cloud: FAQs

Salesforce Education Cloud, is the latest evolution of purpose-built education applications for the Salesforce Platform. We know many of you may have questions. Depending on your particular scenario,... Read More »

Documenting Integration Requirements

Top 20 Questions For Thoughtful Integration Documentation More and more, our clients want to integrate Salesforce CRM or their Conga Contracts applications (their “Solution”) to a... Read More »

Enhanced Domains – Salesforce Enhancement

Salesforce will enforce Enhanced Domains in all orgs beginning Winter ‘24.  Enhanced Domains include your company-specific My Domain name that is included in your URL for all of your Salesforce and Experience Cloud sites along with Visualforce pages and content files.  This document outlines what Enhanced Domains are, the steps to enable it, and the potential impacts to your org. Read More »

What are Person Accounts in Salesforce?

Person accounts are an account type that feature a 1:1 relationship with a single contact. In this model, account and contact information have the ability... Read More »

Are You Thinking About a CRM Portal?

Are you thinking about implementing a CRM portal at your institution? Or are you migrating from Luminis, Ellucian Portal, or Ellucian Mobile to a CRM... Read More »

Salesforce Org Consolidation

For large national and international clients, we often find companies with multiple instances of Salesforce CRM. In Salesforce “speak” each instance is referred to as an “org”... Read More »

Multi-Factor Authentication for Salesforce

With the exponential growth into remote work environments and uptick in hacking and pfishing, it is critical for you to enhance the security of your Salesforce deployment. Salesforce aims to protect your data with the requirement of Multi-Factor Authentication (MFA).  Read More »

Salesforce System Administrators

We often speak of the critical success factors in a Salesforce or Conga deployment. These include: (i) Senior Sponsorship, (ii) Communication Planning, (iii) Design & Understanding... Read More »