Recent News and Blogs

By Katie Levy Though it may not feel like spring for some of us, it is time for the Salesforce Spring ’23 release! With enhancements, new features, community ideas delivered, and more, it is our first of three opportunities to take advantage of Salesforce’s free, real-time innovation in 2023. New to the Salesforce ecosystem...

Check out our guide detailing how to maximize Salesforce value and avoid common Salesforce implementation problems: This guide is written by Rachel Bryars with substantial contributions from Paul Maggiano, Tim Pash, Katie Levy, Neil Penso, and Steven Spaulding. All graphic designs by Nicole Szews. Click the image above or follow this link to read....

Many businesses rely on simple, centralized access to company data to delight customers and engage leads. However, organizational search processes can be time-consuming and complicated, making it difficult for teams to get the information that they need. Einstein Search, a powerful search feature from Salesforce, aims to change this roadblock to productivity. With this...

Salesforce delivers some of the strongest digital solutions for businesses on the market. From lead management to data analysis, its powerful tools help organizations work more efficiently, communicate better with customers, and drive success.  One powerful Salesforce tool is Einstein Automate, an end-to-end workflow automation application that streamlines tasks across almost all business activities....

Contributed by Katie Levy, HigherEchelon Lead Salesforce Consultant One of the clearest benefits of the Salesforce platform is organizations can keep data in one centralized location, accessible from anywhere with an internet connection. But whether you’re looking to implement Salesforce, just implemented Salesforce, or you’re a seasoned pro, it’s important to understand how critical...