7 Technical Tips to Handling Canada’s Anti-Spam Legislation (CASL) Using Salesforce
Canada’s Anti-Spam Legislation (CASL) is coming into effect on July 1st, 2014. How should businesses (especially small and medium sized ones) that may not be up to speed with the law deal with the new requirements using their Salesforce database? Here are some suggestions and CASL and 7 technical tips to handling CASL using Salesforce:
6 Reasons Why Conga Is The Best App For Generating Documents From Your Salesforce Data
There are a few options when it comes to mail merging documents in Salesforce. Refer to my preview post on the subject. The suite of tools from Conga (formerly Appextremes) stand out however. If you can’t get the job done with the free options Salesforce provides the next logical step is to have a look at Conga. Here are 6 reasons to take a look at Conga for your next documentation requirement:
Doing Customized Help Documentation The Right Way In Salesforce
Recently I ran into an innovative company called Blue Mango Learning Systems at Dreamforce ’13. They are a small company determined to make documentation considerably easier for B2B companies that need to create help content. Their products include Screensteps, which allows you to create a complete help manual library and Clarify, the scaled down version which simply allows you to create one-off articles that can be shared individually. Read More
Customer Success Story – How Desk.com Got The Job Done
Recently, I was tasked with the job of getting a Helpdesk system setup and integrated for an existing client. Although the Salesforce Service Cloud always comes to mind as customizability and feature set is second to none, it was complete overkill for my client. However, their requirements were not simple by any means. Here’s a quick summary of my client’s requirements:
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How Do I Integrate a Web Form With Salesforce?
Do you need to collect information from your website for sales or marketing purposes? What about service or other custom requirements to ease the data entry process on your end? Here are a few recommended options to consider when it comes to a web form with Salesforce: