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Coacto’s Third Birthday!

Coacto’s Third Birthday!

At the end of June this year, we celebrate three years of Coacto, and three years of being a Salesforce consultancy company here in Gloucestershire! It has been such an exciting time for us in 2019 – and our birthday is just one factor. Our founder, Paul, began the company three years ago and it has been growing ever since. So much has happened these […]

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Our Takeaways from the Salesforce World Tour ’19

Our Takeaways from the Salesforce World Tour ’19

We had a great time at the Salesforce.com World Tour last week and wanted to share a few takeaways from some the team. Hopefully there is something in here that be useful. If you were also at World Tour and have any takeaways you’d like to share, we’d love to hear from you! Gary – Workbench is a great Open Source tool for Admins as […]

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Cotswolds User Group Agenda

Cotswolds User Group Agenda

Our first event for the Cotswold Salesforce User Group is coming up soon on June 6th. The event is set to cater to everyone from the Salesforce.com community, so we have a wide variety of presentations and information. Here’s a look at the agenda so far: Agenda: 15:00 Arrival Sign in & Welcome from Paul Harris (Coacto) 15:15 Travel & Expense on Salesforce – Matt […]

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Getting the most out of your Salesforce system

Getting the most out of your Salesforce system

Expect changes Even with the best will, best people and best insight, things are not always right first time.  Version 2 is usually better than version 1. And hindsight is a wonderful thing! Treat your system and processes like living things. Feed them, nurture them and adapt them to make sure they are doing what your people and your business need. Create a culture of […]

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Are you backing up your Salesforce data?

Are you backing up your Salesforce data?

The usual answer is; “Salesforce back it up don’t they?” or “we don’t need to its safe, it’s in the cloud”. We feel this could be something you may have overlooked and you may have an unidentified risk. Furthermore, Salesforce can recover your data but there is a cost and the process is quite lengthy so you should consider the impact this could have on […]

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