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Everything you need to know about the Conga Composer 7 retirement

Everything you need to know about the Conga Composer 7 retirement

Document generation tool platform, Conga recently provided us with some important information about the Composer 7 feature and it’s impending retirement in August this year. Here’s everything you need to know about the process: What is Conga? Conga is a great tool that we’ve worked to integrate across many of our customers CRM systems. The platform encourages business growth by automatically creating document & e-signature […]

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Apprentice Hoots: Hidden gems – surfacing powerful features in Nonprofit Success Pack (NPSP) for managing households successfully

Apprentice Hoots: Hidden gems – surfacing powerful features in Nonprofit Success Pack (NPSP) for managing households successfully

Charities and Nonprofit organisations’ aims and objectives are different from your average business organisation. With very different purposes, they need a different system in place than your standard Salesforce system and that’s where Salesforce’s Nonprofit Success Pack (NPSP) comes in. What is NPSP and who uses it? The Nonprofit Success Pack is an app that sits on top of Salesforce and is preconfigured to manage […]

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Five reasons why a CRM digital transformation is great for businesses

Five reasons why a CRM digital transformation is great for businesses

Digital transformation can provide great opportunities for businesses through building a positive work culture, upgrading technology, aligning better to strategy and goals, positioning for growth and providing better customer experiences to meet ever-changing industry needs.  Although there can be many reasons that you decide to undergo a digital transformation, here are the five key reasons that we have seen in our customer engagements that can […]

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Apprentice Hoots: Locked out of Salesforce – How to reset your Salesforce Authenticator app

Apprentice Hoots: Locked out of Salesforce – How to reset your Salesforce Authenticator app

We have been implementing multi-factor authentication (MFA) for many of our customers and one of our customers needed to reset their Salesforce Authenticator app. Within this week’s Apprentice Hoots blog, I wanted to share with you how to reset your Salesforce Authenticator app when locked out of your Salesforce system. What is MFA? In case you haven’t heard already, MFA is an extra layer of […]

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Apprentice Hoots: Authenticator apps that work when setting up Multi-Factor Authentication (MFA) in China

Apprentice Hoots: Authenticator apps that work when setting up Multi-Factor Authentication (MFA) in China

Salesforce has introduced a feature called MFA that is mandatory from 1st February 2022. We were aware this was a significant change for our customers and wanted to make sure we offered our support to help set this up for them.  One of our customers has an office in China which proved to be trickier than the usual MFA implementation. In this week’s Apprentice Hoots […]

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