TIP #8: Use Trailhead To Power Remote Learning Keep your team’s business, tech, and soft skills sharp! Tip #8: Use Trailhead to Power Remote Learning: Salesforce has a gamified online learning platform called Trailhead. It is made up of modules or “trails” for training a variety of Salesforce users, from representatives using Service Cloud, to […]
TIP #7: Quickly Add Capabilities with AppExchange 8 Plug-and-Play App solutions for Your Remote Workforce Tip #7: Expand your core with AppExchange. Transitioning to a remote workforce can create challenges with tasks ranging from new employee onboarding to project management and coordination. Building out new capabilities and processes for these can be expensive and time […]
TIP #6: Implement Single Sign On (SSO) Improve Security and Protect Your Data! Tip #6: Implement Single Sign On (SSO).With the recent shift to a fully remote work environment, properly securing your data and information is more important and complex than ever. Thankfully your Salesforce platform was designed from the ground-up to support remote workers, […]
TIP #5: Recognize Your Team’s Heroic Efforts Celebrate Success Using Salesforce! Tip #5: Recognize your heroes. Our current chaotic environment creates daily opportunities for individuals on your team to go beyond expectations to meet the needs of customers (or fellow teammates). Yet, with everyone working remotely, much of this effort could go unnoticed. Plus, there […]
TIP #4: Enable Team Collaboration with Quip Get Your Remote Team Up To Speed Quickly! Tip #4: Enable Team Collaboration with Quip. Get your remote team up to speed quickly with a single source of truth! Quip embeds real-time collaborative documents inside Salesforce to quickly get your teams in sync and help them communicate within […]
TIP #3: Track Team Engagement with Salesforce Powerful Tool for Keeping a Pulse on Employee Morale! Tip #3: Keep a pulse on the mood and engagement level of the team. A shift to working remotely can be disruptive for employees. With fewer face-to-face interactions, managers often find it difficult to gauge how their team is […]
TIP #2: Unify Your Remote Team with Dashboards Keep everyone on the same page! Tip #2 Dashboards: Team alignment is critical for business success, but it can be easily disrupted. Quickly transitioning teams from an office to working remotely can be disruptive, making it difficult to keep everyone focused on what matters. Fortunately, Salesforce Dashboards […]
TIP #1: Activate a Chatter Group Don’t miss the potential of group think! Tip #1 Chatter: Salesforce Chatter helps centralize information and updates on what your entire team is doing – enabling employees to respond to new updates on critical topics. Insight: Sometimes the most obvious things are right in front of us. Consider activating […]
Offer to Salesforce Community Need help adjusting Salesforce due to Coronavirus? We stand ready to help! OUR OFFER TO THE COMMUNITY Through Monday, May 31, 2020 we made our Demand Chain consultants available for a complimentary phone-based consultation to help you transition your business. This includes our highly experienced Salesforce MVP / Architect resources for […]
Dreamforce: Top 5 Take-a-ways! A select group of our team leaders and Salesforce experts attended multiple sessions and key presentations at Dreamforce. After returning from the event, we polled our team and pulled together their “Top 5” hot topics from this year’s event. Lightning: Salesforce Lightning is not going away! Lightning releases include; Custom theming and […]
