Category: Salesforce

Jul 14, 2017
Ad Victoriam Earns New Salesforce Specializations for Excellence

Within Salesforce, the Masters Initiative is used to distinguish various Salesforce joint businesses in their achievements with Salesforce products, knowledge and customer success stories. We are pleased to announce that Ad Victoriam Solutions has recently received two new Salesforce Specializations within this Masters Initiative program: Opportunity/Pipeline Management Workflow and Approval Process What These Specializations Mean […]

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Salesforce Einstein
Jun 07, 2017
Salesforce Einstein: Marketing Cloud and Artificial Intelligence (AI)

Internet technologies, especially concerning cloud marketing, change on a daily basis. Artificial intelligence (AI) applications are currently at the forefront of development. In 2016, Salesforce announced its latest artificial intelligence initiative, Einstein, at the Dreamforce conference. Einstein was certainly the main attraction, and it symbolized Salesforce’s drive toward growing its cloud technology. What is Salesforce Einstein […]

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Oct 10, 2016
Salesforce “Lightning” Winter ’17 Release Notes: Reports & Dashboards

In our previous article, we explored the general functional features improved by Salesforce’s latest release – which I like to call Lightning: The Definitive Edition. This latest Salesforce release offers a number of cool new and improved features that help grant us that increase in productivity we always crave. But new things are scary, right? Well the […]

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Salesforce Lightning Winter Release Notes
Oct 03, 2016
Salesforce “Lightning” Winter ’17 Release Notes: General Functionality

It has been a good summer. But now that winter is coming, it’s time to wake up, grab the hot cocoa and make the switch to Salesforce Lightning this Winter if you haven’t yet. Here’s why: Ever since the Winter ’16 release a year ago, many of Salesforce’s users (including myself) have been on the […]

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Implementing Pardot 5 Factors
Sep 26, 2016
5 Important Considerations When Implementing Pardot

So you bought Pardot – now what?   Pardot is a robust marketing automation tool that offers marketers all the customer tracking and communication bells and whistles of their dreams. Before implementing Pardot, read these five important points to keep in mind when first starting to use Pardot. 1. Who will be your Pardot Ninja? As […]

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Sep 12, 2016
5 Questions to Answer Before Implementing a Salesforce Community

Are you considering joining the millions of customers who have subscribed to Salesforce? Before you start trying to integrating the world’s #1 CRM, it’s important to stop for a few moments and consider what an ideal Salesforce implementation looks like for your small, medium or large-scale organization. Here are a few questions to ask yourself […]

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workflow automation icon: Ad Victoriam Solutions Salesforce blog
Jul 26, 2016
Automating Salesforce for Your Benefit: Part 1 – Workflows

  Where would Salesforce be if it did not perform our desired tasks in the background? Better yet, where would we be? Webster defines automatic as “largely or wholly involuntary.” The automation that Salesforce solutions are capable of is the epitome of this definition with its different processes that come in many different shapes and sizes. This functionality of […]

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sample Salesforce report: Ad Victoriam Solutions Salesforce blog
Jun 10, 2016
How to Visualize Sales Goals by Adding Targets to Salesforce Reports and Dashboards

It is no secret that visualization plays a key factor in one’s path to achieving their goals. Robert Collier, an inspirational writer and author of the bestseller The Secret of the Ages (1926), once said “Visualize this thing that you want, see it, feel it, believe in it. Make your mental blueprint and begin to build it.” […]

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panel of virtual locks: Ad Victoriam Solutions Salesforce® Blog
Apr 22, 2016
Salesforce Shield Receives an Upgrade

Salesforce Shield™ was introduced in early 2015 as a simple tool that allows businesses to view their data, encrypt that data if necessary, and archive/review data values from up to ten years ago. These functions are available for all Salesforce apps built on the Salesforce1™ platform, on which Shield was natively built. Earlier this month, Salesforce […]

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SteelBrick Acquired by Salesforce
Feb 22, 2016
SteelBrick Acquired by Salesforce

It has been rumored for some time that Salesforce was considering acquiring SteelBrick, a company specializing in automated quote-to-cash software for businesses. Salesforce made the announcement at the end of 2015 that these rumors were true, and the company agreed to purchase SteelBrick for over $300 million. SteelBrick is a company dedicated to efficient and automated management of […]

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