Salesforce Resources
Salesforce Multi-Factor Authentication
Security is a big part of keeping your customers’ data protected. That’s why beginning February 1, 2022, Salesforce will require customers to enable multi-factor authentication (MFA) in order to access Salesforce products.
Read MoreiQ for Salesforce A Quick Look at iQ CPQ for Salesforce
Salesforce Quick Hit Series: Salesforce List Views for Sales Reps
In our latest installment of our Salesforce Quick Hit Series, Salesforce Architect Chad Smith shows you how to modify list views for sales users.
Read MoreSalesforce Quick Hit Series: Process Automation Toolbox
Salesforce Quick Hit Series: Creating and Using Bucket Fields in Salesforce Reports
Watch as Certified Advanced Salesforce Consultant Dan Ervin, of Luxent, walks Salesforce users through how to create and use bucket fields.
Read MoreSalesforce Quick Hit Series: Salesforce Report Builder
Watch as Dan Ervin, Salesforce Consultant at Luxent, walks through the Salesforce Report Builder and teaches you how to build effective reports in Salesforce. The Salesforce Quick Hit Series is a series of videos from Salesforce consultants at Luxent, which provides Salesforce implementation and consulting services in addition to CPQ and integration software (iQ CPQ…
Read MoreSalesforce Quick Hit Series: Lightning Process Builder for Chatter
3 Reasons Why Manufacturers Need Salesforce
After years of industry consolidation and economic downturns driving manufacturing overseas, the manufacturing industry is poised for growth in 2015. In fact, Industry Week posed six key predictions for 2015, all pointing toward growth after several years of contraction within manufacturing. Such predictions included reshoring, a greater use of big data, increased investments in technologies…
Read MoreSalesforce Expert Series: Salesforce Campaigns Tips
Tip: Keep options for ‘lead source’ simple/generic. Utilize campaigns to get more specific. For instance, ‘lead source’ is ‘webinar’ and the lead is linked to the ‘Webinar – Campaigns – 100814’. Tip: When using Web-To-Lead, ensure that campaign ID is being passed with form submission. So that records become a campaign member AND a lead.…
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