When I first started migrating thousands of notes from Zoho into Salesforce Lightning, I thought it would be simple. I had a spreadsheet, I had Data Loader, and I figured it would be done before lunch. It wasn’t. Importing notes into Salesforce is trickier than almost any other kind of data. You’re not just moving text from one field to another. You’re dealing with Salesforce’s […]
At Coacto, we pride ourselves on designing solutions that make a real-world impact. One of our recent projects with Edco Latam Consulting exemplifies how tailored automation and smart integrations can streamline processes and transform engagement. Who is Edco Latam? Edco Latam operates in the education sector, acting as a bridge between students and universities across Latin America. Their mission is to support universities, colleges, and […]
We are thrilled to announce our new partnership with Zenkraft, the leading Salesforce-native shipping, tracking, and returns application. Zenkraft’s multi-carrier shipping solution, available on the Salesforce AppExchange, empowers businesses to streamline their logistics operations by integrating over 200 carriers worldwide directly into their Salesforce environment. This partnership aligns perfectly with our mission to deliver cutting-edge solutions that enhance efficiency, reduce costs, and elevate the customer […]
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 […]
Within Coacto, a Salesforce consultancy, we’ve embarked on an extensive search for an intuitive yet cost-effective e-signature solution to cater to our moderate volume of document signings, encompassing contracts, statements of work, quotes for our clients, and occasional internal HR documents. Despite our diligence, many e-signature platforms we encountered either proved prohibitively expensive or were tailored for high-volume operations. For example, tools like Docusign are […]
