Salesforce
What are Person Accounts in Salesforce?
Person Account vs. Business Account in Salesforce There are two types of accounts in Salesforce. Business accounts store information about companies. Person accounts store information... 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 »
Consolidating Salesforce Orgs
Salesforce Orgs Definition For large clients, we often find they have 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 »
Have You Integrated to [???] Before
Over the past two decades, we have seen Salesforce deployments with associated integrations go from less than 5% of deployments to more than 60% of deployments. Consequently, one... Read More »
Salesforce Display Density – Comfy vs. Compact
Salesforce Comfy vs. Compact The Comfy setting looks like this: The second is the “Compact” setting which has less white space so more elements fit... Read More »
Email Marketing Solutions for Salesforce (Updated)
Email marketing is necessary and important for every organization. Despite the proliferation of spam, email marketing continues to be a key weapon in the marketer’s... Read More »
Preparing For Your Scope Call
How Much will it cost? How long will it take? For turn-key implementation or integration projects, we get asked these questions every day. Because your needs... Read More »