Salesforce Summer ’15 Release Is Here

Did you know that the Summer ’15 release is here?  On the May 22nd weekend, employees at and any customers on NA1 were upgraded.  All other Salesforce customers will have to wait until the June 5th weekend to be upgraded.  In this release, Salesforce is providing customers with more than 225 new and improved features.  Here are our favorites:  Read More

6 More Tips to Handling Canada’s Anti-Spam Legislation (CASL) Using Salesforce

The anti-spam provisions of Canada’s Anti-Spam Legislation (CASL) came into effect on July 1st, 2014.   Like me, you were probably bombarded with express consent requests right before.  Didn’t do anything with your contact lists before that date?  There is still time to wrap your head around CASL and get organized.   Notably, there is the 3 year transitional window (grandfather rule) where your contacts are considered having given implied consent if they’re not strangers and you’ve communicated with them electronically before. For a great FAQ on CASL from a legal perspective, refer to this page posted by Deloitte.  It’s probably the best I’ve seen in making sense of what is complicated legislation.  Regardless of how you or I feel about CASL however, if you’re a Canadian business or sell to one you are stuck dealing with it.

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Get Your Files Into Salesforce – 3 Options For SMB’s

Every small and medium business deals with document management.  If they’re organized, they likely have files on some sort of shared file server at the office.  If they’re really organized and collaborative, they’ve moved their documents to a cloud storage solution like Google Drive or Dropbox. If they’re also using Salesforce they’ve likely wondered what is the best way to relate their files to records in Salesforce for best file organization and archiving.  There are many ways to do this however I’m going to highlight 3 realistic ways for SMB’s to get their files in Salesforce along with the corresponding pros and cons to each.

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5 Reasons Why You Should Use The RingCentral Cloud App for Salesforce

I’m a big fan of apps that just work.  Once setup properly, a good app should be simple to use and make life easier.  Historically, CTI (Computer Telephony Integration) apps have been high maintenance so for the most part, I’ve steered clear. As long as you have the exact hardware and software setup that the CTI app required you may be OK, but how many SMBs have the time to bother.  If it’s complicated, limited and aggravating, only companies desperate for CTI will move forward with the implementation.  Regardless, who wants to be the consultant telling a client things like: “You have a Mac…sorry you’re out of luck!” or “You need to install the windows application, then make sure it’s running in the system tray.” or “It’s still not working?  Try uninstalling and reinstalling again.” The RingCentral Cloud App for Salesforce eliminates those headaches.

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