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Best Practices

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“Salesforce Instance” is one of those terms that many people assume they know – like what Wi-Fi stands for. Click here to know all about it.

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Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team does things. It’s enough to keep you on an old system for years after you probably should have moved off. But for Common Ground customers, the switch is inevitable and decisions have to be made, since that product is being retired.

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If you’re a Salesforce admin or power user, listen up! There are some great community-developed Chrome extensions meant specifically to enhance the Salesforce user experience. Have you ever been annoyed by a particular aspect of the Salesforce user interface or wished that Salesforce would automate an admin task that you perform regularly? The answer may already exist using a Chrome extension.

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How autolaunched flows can help your users, and how you can combine them with custom settings to make your life as an administrator easier.

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Apsona for Salesforce is one of my favorite things for many reasons, but most of all because when I’ve reached the limit of what I can do in Salesforce without code, I know that Apsona will be able to move that limit for me much farther than I had imagined and allow me to accomplish my tasks without needing code.

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Implementing a roadmap helps us to properly set expectations and follow a strategic path in order to get to those places we are growing. Here are best practice recommendations for strategic planning & the incorporation of a Salesforce.com Roadmap into the growth of your Organization.

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Here are some key steps to take that we believe are essential when beginning to evaluate your potential consulting or implementation Salesforce partner to ensure a successful CRM implementation and ongoing partnership.

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Hiring a Salesforce or a CRM consultant? Already working with a consulting firm? This post is for you.

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Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though–you’ll want to think your strategy through before implementing all their features.

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With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about the Salesforce Winter 15′ release features.

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