At Coacto, we’re always on the lookout for tools that can streamline our customers’ operations and enhance their marketing efforts. With our recent partnership with Beaufort 12, we’re excited to share our insights on the ‘Mailchimp for Salesforce‘ app, now the official Salesforce solution for Mailchimp, a powerful tool designed to bridge the gap between Salesforce and Mailchimp, delivering seamless integration and automation capabilities. Effortless […]
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. […]
Implementing an ERP system is a significant investment for any organization. However, the success of the implementation depends on how well the users adopt the new system. Without user adoption, the ERP system can become a burden rather than a solution. Therefore, it is crucial to have a solid user adoption strategy in place to ensure that the implementation is successful, Coacto can help you […]
