Category: Salesforce

Why Business Users Love Salesforce Lightning
Sep 24, 2019
Why Business Users Love Salesforce Lightning

Truth be told, Salesforce® really built Lightning Experience for everyone, and that includes business users. Whether you’re in Sales or Service, Lightning Experience helps Salesforce business users soar to the highest levels of productivity, with features like Kanban, Path and Guidance, Opportunity Workspace, Split View, mass inline edit in List View, Keyboard Shortcuts, Lightning Console […]

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Salesforce Lightning Rollout Blog Image
Sep 10, 2019
9 Steps to a Successful Salesforce Lightning Rollout

It’s unlikely that you haven’t heard, but to be safe, here’s a reminder: the Salesforce Lightning rollout is starting in Winter ‘20. If that fact has left you bewildered (or starting to panic), let’s clarify a few things before we get to the 9 steps to a successful Lightning rollout: First, know that with the […]

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Salesforce World Tour Stops in Atlanta
Sep 03, 2019
Salesforce World Tour Stops in Atlanta

Do you live in and around the Atlanta, Georgia, area – or plan to be – on Wednesday, September 18, 2019?  If so, you will not want to miss the opportunity to join Salesforce® and the Ad Victoriam team at the Salesforce’s World Tour Stop at Atlanta’s Georgia World Congress Center. The day will be […]

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Winning Strategies to Increase Salesforce Adoption
Aug 29, 2019
Winning Strategies to Increase Salesforce Adoption

Picture this… Tomorrow is your company’s long-awaited go-live date for your brand new Salesforce® CRM. In it, you have built some exceptional apps and features for your team and you can’t wait to roll them out. But then you ask yourself, “Will our team actually adopt using it, and have we as a company done […]

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Salesforce Summer Release - FSL Highlights
Aug 27, 2019
Salesforce Summer Release – FSL Highlights

As Ad Victoriam’s consultants continue to delve deeply into Salesforce’s Summer ‘19 Release highlights (read our recommendations for admins and Einstein Analytics), we’re highlighting some awesome enhancements you can initiate now regarding FSL (Field Service Lightning). The 411 on Field Service Lightning Management FSL is designed to connect your workforce and enable them to deliver […]

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Salesforce Summer '19 Einstein Highlights
Aug 20, 2019
Salesforce Summer ‘19 Einstein Highlights

As part of their Summer ‘19 Release, Salesforce® has rolled out numerous new features for its Einstein Analytics (EA). Ad Victoriam’s consultants have been spending a lot of time interacting with these features and we’re ready to share the best new Einstein Summer ‘19 Release features for a mix of skill sets – from End […]

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Salesforce Summer Release Highlights for Admins
Aug 15, 2019
Salesforce Summer Release Highlights for Admins

From updates to Lightning Experience to Einstein Analytics to everything in-between, the highly-anticipated Salesforce® Summer ’19 Release increases productivity and delivers personalized customer journeys with the latest Customer Success Platform innovations. Some features in Summer ’19 affect all users immediately. Other features require direct action by an administrator before users can benefit from the new […]

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Effectively Integrating an Automated Quotation Process
Jul 31, 2019
Effectively Integrating an Automated Quotation Process

Headquartered in Suwanee, GA, Control Southern has been helping manufacturing plants run better, faster, and smarter through automation and customized valve solutions since 1956. However, Control recently needed a solution of their own. They needed an effective integrated solution between Salesforce Sales Cloud, Salesforce CPQ and their ERP. Control’s Salesforce Challenge Control Southern was utilizing […]

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Why Your Business Needs a CRM
Jul 30, 2019
Why Your Business Needs a CRM

From revealing sales opportunities to tracking every single customer interaction, implementing a Customer Relationship Management platform (CRM) positions your business for real growth. Why is a CRM Important? At its core, CRM enables your business to deepen relationships with your customers, service users, colleagues, partners, and suppliers. You can see everything in one place. There’s […]

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MultiFactor Authentication Salesforce
Jul 18, 2019
MFA for Salesforce Users: How To

MFA (Multi-factor Authentication) is a security control that requires users to verify their identities by providing multiple pieces of evidence before gaining access to a device or application. The difference between MFA and 2FA is that two-factor authentication always utilizes two factors to verify the user’s identity. Multi-factor authentication could involve two or more factors […]

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