As of the Salesforce Spring ’19 Release, you can now have a go-to list as your default list. Currently, the release is in preview mode for Salesforce users. General availability updates will be solidified in March 2019. Salesforce reports that,
Welcome back to another blog post all about my journey with Salesforce Trailhead. I hope that, if you’ve kept up, documenting my own Trailhead journey has helped you start your own modules. What better resolution to make in the New
Join Ledgeview for the first Salesforce webinar of 2019! Lauren Zolp, a Salesforce Business Analyst at Ledgeview Partners, will be walking you through everything you should know about the Salesforce Spring ’19 Release. Zolp is a 3x certified Salesforce professional,
Are you ready to thrive with your marketing automation system and strategy this year? The third session in our fan-favorite series, “Marketing Technology Minutes”, will focus on the topic of “Lead Scoring”. When you want to know more about how
Ledgeview Partners invites you to the first kickoff meeting for the Salesforce Wisconsin Non-Profit Group in Appleton! Join us at the Ledgeview Partners headquarters, located at 14-Tri Park Way in Appleton, WI on Tuesday, January 22, 2019, at 2:00 p.m.
Welcome to the New Year, Salesforce Trailhead friends! This year, I’m starting off with the Trail, “Create Compelling Content with Content Builder”. As a marketer, I am continually interested in learning more about how the product can benefit my everyday
As of the Salesforce Spring ’19 Release, Salesforce organizations can now enjoy increased data storage, and there are major benefits to this expansion. Salesforce reports data storage for select editions is increasing from 1 GB to 10 GB, allowing organizations
Your friends and family at Ledgeview Partners wish you and yours well in the New Year! Here’s to achieving new goals, and living a happy life in 2019. Happy New Year! Because of the holidays, Ledgeview Partners will be closed:
For this Ledgeview Partners “Top 10 Popular Post” recap, we’re focusing on the most popular sales-focused content that lived on our blog in 2018. For this series, we have determined the most popular posts based on CTR and the time
If you’ve been following my journey with Salesforce Trailhead this month, you know I’ve been on the Equality path, both with the technology and in my real life. I would like to think I’ve been on this path for
In 2018, much of our content took a special focus on gaining high and continuous CRM user adoption. Why? Aside from being a considerably important topic, it’s a popular one, as a variety of organizations and businesses continue to struggle
Ledgeview Partners leadership wants to take today to thank our customers and team members for another great calendar year as 2018 begins to wrap up. From our family to yours, we wish you the happiest of holidays. Merry Christmas! Because
Due to a recent change in management, the Hydraulic Institute was inspired to re-evaluate their current solution. In doing so, they discovered their current methods weren’t the most effective in meeting their needs. The Hydraulic Institute, a membership organization and
To continue my Salesforce Equality trail, this week, I completed “Understanding the Meaning and Power of Allyship”. In this module, you learn exactly what it means to be an Equality ally and the impact of being an Equality ally. You
If you’ve been following the Ledgeview Partners blog the past few weeks, you know we’ve covered what’s new with Journey Builder, Interaction Studio, Distributed Marketing, and Mobile Studio. Now, it’s time to wrap things up with what’s new in the