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Cotswolds Salesforce Community: Sessions from Salesforce Royalty

Cotswolds Salesforce Community: Sessions from Salesforce Royalty

We can’t believe it’s almost been one week since we hosted our first Cotswolds Salesforce Community Group of 2022. On Thursday 24th February 2022, we were delighted to host sessions from Salesforce Royalty; Amanda Beard-Neilson, Gemma Blezard and Francis Pindar as well as welcome the Salesforce Ohana to enjoy an evening of networking and fun. Creating a Salesforce Centre of Excellence with Amanda Beard-Neilson Delivering […]

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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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