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. […]
Are you a small business struggling to keep up with the demands of managing your operations? If so, you’re not alone. But there’s good news: ERP implementation can help you streamline your processes, improve your data management, and boost your bottom line. Read on to discover the benefits of ERP implementation for small businesses. In conclusion, implementing an ERP system can be a game-changer for […]
Discover the top Salesforce resources to supercharge your learning and growth. From official documentation and Trailhead to blogs and communities, this guide will help you stay up-to-date and informed on all things Salesforce.