As part of my Apprenticeship with learning providers LDN Apprenticeships, I was tasked to write a document on a project I had delivered to showcase my knowledge and experience as a business analyst and Salesforce consultant working at Coacto. I wanted to share with you a brief overview of the 112 page project report document that I worked on and have completed over 3 months. […]
Web-to-lead is the connector between any type of contact form on a website and the lead object within a Salesforce system that captures enquiry information. It allows information from a contact form to be automatically populated into Salesforce to save you having to rekey this information. There is nothing to download and install, you simply need to add some HTML code into your website forms […]
In November we hosted the final Cotswolds Salesforce Community Group event of 2021. It was great to see so many members of the Salesforce Ohana join the virtual meet up, listen to our inspirational speakers and take part in our Salesforce trivia quiz. We felt really lucky to have been joined by two excellent speakers and feel it’s appropriate to re-share the top points from […]
Ensuring data is as accurate as possible is extremely important for reporting purposes. A new customer who recently joined us had very messy data within their existing system. The challenges ranged from data which was put into text fields rather than fields specific to the data’s purpose, pick list values which were not selected, household contact data captured in the wrong contact and many other […]
Last week (Thursday 25th November 2020) we hosted our last Cotswolds Salesforce Community Group event of the year. The event saw members of the local Salesforce Ohana as well as new faces come together virtually to take away valuable knowledge from our highly anticipated presentations including: Admin Horror Stories with Connie Hazendonk Connie is an enthusiastic Salesforce trainer and works to inspire admins and developers […]
