Within Coacto, a Salesforce consultancy, we’ve embarked on an extensive search for an intuitive yet cost-effective e-signature solution to cater to our moderate volume of document signings, encompassing contracts, statements of work, quotes for our clients, and occasional internal HR documents. Despite our diligence, many e-signature platforms we encountered either proved prohibitively expensive or were tailored for high-volume operations. For example, tools like Docusign are […]
Lightning App Builder: A Canvas for Creativity Salesforce, a powerful cloud-based customer relationship management (CRM) platform, is undoubtedly an essential tool for businesses worldwide. However, some users may find its default interface a bit dull and uninspiring. The good news is that there’s a hidden gem called Lightning App Builder, a Salesforce configuration tool that allows you to tailor your Salesforce pages to look however […]
Engaging Knowledge: February Community Group RecapThe Cotswolds Salesforce Community Group recently convened for the first meeting of 2024. Bringing together professionals in the Salesforce ecosystem, the event provided a platform for networking and knowledge sharing. There was a real community spirit among all attendees, physical and virtual thanks to a new technical set up. Engaging SessionsThe event boasted engaging sessions led by industry leaders and […]
In the dynamic realm of Salesforce, one recurring challenge that often perplexes users is the desire to display certain fields on a record’s page layout while keeping them hidden during the record creation process. The rationale behind this request is simple – to simplify the record creation experience by presenting users only with the information they need to input at that specific moment. As a […]
Well, that was another year that absolutely flew by! 2023 has been a busy one at Coacto and the theme of the year has very much been around collaboration, partnership and connections. We’ve really brought the ‘Co’ in Coacto! Continuing to support our customers Our customers will undoubtedly tell you that we are all about good service, working as an extension of the team and […]
