Category Archives: Salesforce News

Lighting Experience is Coming – How to Optimize Lightning Experience Transition Assistant for a Successful Move

In the recently published Salesforce Summer ’19 release notes, Salesforce reminds all users that in Winter ’20, they will automatically launch the full version of Lighting Experience for all users.  It is important that organizations take the time now to prepare their institutions and users. You may be asking yourself, why is this switch happening?READ MORE →

Salesforce Data Management Best Practices – Part II

In Part I of this series, we tackled avoiding duplicates, data validation, scoring models, Salesforce Connect and more.  How do we make our data work for us if we have a system full of old leads, inaccurate contact information and defunct company accounts marked as active? In part II, we dive further into data managementREAD MORE →

Salesforce Data Management Best Practices – Part I

Data Management is essential for the most basic to the most complex CRM implementations. The most carefully designed business processes and analytic reports are useless without quality data behind them. In this initial, two part series, we’ve identified several of the most important facets and provided some practical detailed tips in Part II.  We hopeREAD MORE →

Lightning Migration & Converting JavaScript Buttons

If you are thinking about Lightning Experience for your Salesforce organization, JavaScript buttons need not hold you back.  Most new Salesforce features are being released exclusively for Lightning Experience and are not available in Salesforce Classic–with each new release, incentives to switch to Lightning Experience are piling up. Bayforce invites you to download our complimentaryREAD MORE →

How Can Your Community Benefit from Knowledge Base?

Have you heard the term Knowledge Base but aren’t exactly sure what it is? Simply stated, Knowledge Base is a way to develop content, manage how its delivered, and easily distribute it to your customers, partners, or employees. If you are looking for a way to provide easy access to information, lower your service costs,READ MORE →

Salesforce Releases—Just Like Birthdays?

Salesforce seasonal releases seem to be coming faster and faster every year, just like birthdays. Of course, they aren’t–but it’s almost Q2 of 2018 and though the Winter ’18 release notes have been available for months, many are still trying to figure out the impact to their organizations and when the right time to migrateREAD MORE →

Salesforce Community Cloud Can Help Take You to The Next Level

Salesforce Community Cloud, also known as Communities, is often described as an “On Line Social Platform” and “Real-Time Collaboration.” While these buzzwords catch your attention, they don’t give much insight into how Community Cloud actually works or how it can help your business.  When used to its full potential, Community Cloud can save your companyREAD MORE →

Large Volumes of Data and Salesforce … What Are Your Options?

For a Salesforce Admin, it often feels like data is the bane of our existence! Whether you are importing a new list, updating existing data, or deleting records, data management is an essential part of Salesforce administration and it is often the most troublesome and monotonous task as well. While there are different options forREAD MORE →

Something for Everyone in Salesforce’s Summer ’17 Release

It’s that time again…the team at Salesforce is introducing another batch of upgrades as they continue to evolve the user experience and functionality of their product. This release focuses mainly on Lightning Experience and includes some new offerings. We’ve highlighted some of the big changes broken down into the user group they will affect theREAD MORE →

Converting JavaScript Button for Lightning Experience – Part 1

Are you looking to implement Lightning Experience in your Salesforce org? Do you have a lot of custom JavaScript buttons in your org? Are your JavaScript buttons holding you back from turning on Lightning Experience for your users? We hope you enjoy Part 1 of this useful guide, below. Those curious to learn more can downloadREAD MORE →

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