Resources and News
How Can We Use The Salesforce Instance That We Have Better?
Salesforce CRM tools are dynamic and quite robust. These tools are designed with both the customer and the end-user in mind. Your business is empowered
Hidden Treasures in Pardot: Einstein Next Best Action
Einstein Prediction Builder lets you make predictions about almost any field in Salesforce with just a few clicks. Then, you can use the projections to power workflow, focus your efforts, and work smarter. No models, no algorithms, no code needed. Point. Click. Predict.
Cloud Next Level Introduces Kendra McKeever
Kendra McKeever has been in the technology world since 2002. She earned a BS in Computer Science from Miami University and an MBA in eCommerce
Spring ’20 Release Highlights
Here we go, Salesforce 2020 has been released. Lots of features that were introduced at DreamForce in November are going live and you won’t want to miss them. For all of the details on the Spring ’20 release be sure to go to the Salesforce release website. Here’s just a few of the updates and new features that we think are most important and can have the biggest impact on your business.
Salesforce Isn’t Doing Away with Classic, Is It?
Salesforce is strongly urging all users to move to the Lightning platform it is not pulling the plug on Classic. Lightning is definitely the future for Salesforce users. It looks good, it improves processes and really embraces the “clicks not code” philosophy. For businesses that use Salesforce Classic as their CRM resource, it will be a change but not an earthshaking one. While the pressure is on, you are not going to lose the safety and comfort of Classic if that’s what you are most familiar with just yet.
Cloud Next Level Welcomes Jay McKeever as Vice President of Salesforce.com Services Operations
Jay R. McKeever is a highly experienced business leader with 17 years of experience with Cincom Systems, Inc, an international company, where he was responsible for global marketing strategy, product management, and regional marketing teams for seven software lines.
Training your Staff in YOUR Salesforce and Pardot System
If your company is making decisions about the best way to train your staff in Salesforce.com, good news! You’re already ahead of many of your peers! Salesforce is unquestionably
Cloud Next Level Welcomes Lori McAlister
Lori Preede McAlister Social Media Specialist Lori grew up on the east coast, went to college in Pennsylvania and graduate school in Boston. Lori has