If you’re reading this, you probably know or at least have some awareness regarding the importance of setting up two-factor authentication (also known as 2FA) to protect your account security. With Salesforce, it’s no different. Salesforce says, “two-factor authentication is
This week, I’m pressing forward with my Service Cloud education with the Trailhead unit, “Get Started with Service Cloud Essentials”. Last week, I recapped my experience with the unit, “Discover Key Terms and Customer Channels for Service”, under the module
Hello, fellow Trailblazers! It’s been a minute, but I’m back with more to share about my experience with Trailhead today. This week, I’m covering the unit: “Discover Key Terms and Customer Channels for Service”, under the module “Service Cloud Essentials
Two-factor authentication, otherwise known as 2FA, has become mainstream in 2019 and offers some major benefits for helping to ensure your account security online. We all know how important it is to have online security as we continue to host
When it comes to deciding which CRM solution is right for your organization, there’s a lot that goes into the final decision. From key considerations like defining your project needs, partner selection criterion, contact partner preferences, and how to articulate
Ledgeview Partners invites you to the second meeting of the year for the Salesforce Wisconsin Nonprofit Group in Appleton, Wisconsin. All those interested in learning more about the power of Salesforce for Nonprofits are welcome to attend. During this session,
Are you struggling to gain continuous user adoption? You’re not in it alone! In fact, this is the most common issue users report after implementing a CRM system. In this post, we are providing 5 more important tips for gaining
As a reminder, Salesforce Communities are a way for people that are external to your organization, or perhaps external to people that use Salesforce inside your organization, to get access to your Salesforce data. Therefore, the possibilities with Salesforce Communities are
When it comes to user adoption, whatever industry or business you are a part of, there will be struggles. Luckily, there are many ways to prevent struggles from occurring or address them. User adoption is the most common problem we
Ledgeview Partners invites you to attend the 7th Annual Taste of Technology Event, by EDCi. This year, EDCi promises a “menu of track sessions” that will “provide a unique overview of the customer experience, security, cloud, and emerging technologies”. If
Omni-Channel in Salesforce for Customer Service is a comprehensive customer service solution that lets contact centers push work to their agents in real time. With Omni-Channel, you can take a variety of channels, whether web or social or another network
Hello, Trailhead friends. We’ve been on “Create Compelling Content with Content Builder” for a while now, so I think it’s time to wrap things up and let you know what to expect during the last three units of it! Here’s
It’s time, Trailhead pals! Are you ready to explore content types within the “Create Compelling Content with Content Builder Module of Trailhead”? I’ve been walking you through my journey steadily, and am very excited to have documented this part of
Recently, Ledgeview Partners sat down with Salesforce for a dynamic webinar called, “3 Steps for Moving from Spreadsheets to CRM”, hosted by Eugene Feldman, Senior Manager, SMB Product Marketing, Salesforce. The webinar covered a slew of critical information that will
This week, I’m focusing on the “Customize and Enhance Content Builder” unit within the “Create Compelling Content with Content Builder” module in Trailhead. Where are you so far with your trails in 2019? Do you have a Trailhead New Year’s