by Scott Hollrah | May 20, 2015 | AppExchange, Email, Integration, Salesforce
Unwanted Email Attachments & Salesforce How to handle unwanted email attachments in Salesforce In the course of just a few days two clients on one of our support plans have contacted us about how to handle unwanted email attachments in Salesforce. You know the...
by Scott Hollrah | May 11, 2015 | Salesforce, Salesforce 101
Salesforce 101 – Reconcile Salesforce Terminology with Your Company’s While most often we will post on new features, advanced topics, and 3rd party apps for Salesforce we know that there are new users, admins, and developers entering the Salesforce.com...
by Scott Hollrah | Apr 22, 2015 | Process Builder, Release Features, Salesforce, Spring '15
Automating Salesforce.com with Process Builder Learn how to use Salesforce Process Builder to automatically create a new opportunity based on an expiring contract. Intro Workflow capabilities have been available to Salesforce.com customers running enterprise edition...
by Scott Hollrah | Apr 21, 2015 | AppExchange, Automation, Integration, Salesforce
Point and Click Salesforce Integration In the event that you prefer to watch rather than read we have published a video blog based off of the previous post. Get your second monitor and follow along as we point and click our way to Salesforce.com integration with...
by Scott Hollrah | Apr 13, 2015 | AppExchange, Automation, Integration, Salesforce
Salesforce Integration Made Easy with Workato Part 2 of 2 Workato sounds cool, how does it work? Workato + Google Sheets + Salesforce = Free and Easy Event Registration Tool In part 1 we talked about what Workato is and what it can do. Now it is time to look at how...
by Scott Hollrah | Apr 8, 2015 | AppExchange, Automation, Integration, Salesforce
Salesforce Integration Made Easy with Workato Part 1 Part 1 of 2 – Salesforce Integration Made Easy with Workato Connect dozens of apps like Quickbooks, Zendesk, SurveyMonkey, and more to Salesforce without code What is Workato? About two years ago I got turned...
