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 […]
Ever been locked out of Salesforce? We’ve been implementing multi-factor authentication (MFA) for a while and when one of our customers needed to reset their Salesforce Authenticator app, we were able to step in and help. In this edition of Coacto’s Clinic, we’ll use this real customer case to show you how to reset your Salesforce Authenticator app when locked out of your Salesforce system. […]
Hey there, Salesforce user! Do you ever wish that you could meet other local Salesforce people to chat, learn and ponder over all-things Salesforce? You may be a new user or a seasoned pro but we find it’s so enriching to meet other people who have Salesforce in their life. Guess what? We have a community group for you! Paul Harris our founder, runs the […]
ERP implementation is a complex process that requires careful planning and execution to ensure a successful outcome. To avoid the common mistakes that can derail an ERP project, consider the following tips: 1. Lack of clear goals and objectives: Before embarking on an ERP implementation project, it’s important to establish clear goals and objectives. Without a clear understanding of what you want to achieve, it’s […]
