November 5, 2019

Come for the party and stay for the sessions, right? Dreamforce 2019 is a must-attend event for anyone looking to maximize ROI for their Salesforce org and learn the latest tech innovations from the world’s premier experts.

The lab coats at CRM Science recommend checking out these sessions at Dreamforce 2019:

Lab Coat Sessions

 An Admin’s API Integration: External Services and Flows

One of the most fascinating features of the Salesforce platform is its innate ability to leverage data from other syst...

Legacy wealth management firms are adapting or folding. And with new legislation that went into effect recently, it’s essential for wealth management advisors to join the revolution or risk paying substantial penalties.

The Security and Exchange Commission Regulation Best Interest enhancements, which went into effect September 10, 2019, improve a standard of conduct for wealth management, retirement, and life insurance firms when disclosing fees, providing advice and helping clients choose the ri...

Prepare your org for the Salesforce Winter '20 critical update for Lightning Experience.

July 2, 2019

Do you know what systems your financial advisors use to service their book of business? […..] We didn’t expect you to.

Amidst the recent regulatory changes, many financial services institutions are trying to obtain a more holistic view of their business. One way of achieving this is by migrating financial advisors onto a single, centralized platform. However, this is not an easy feat when you don’t know what systems are used by your advisor network.

Challenges That Called for A Unique Approach

When...

June 12, 2019

Check out some of the CRM Science Lab Coats' favorite Salesforce Summer ‘19 release features. We see Salesforce Lightning continuing to receive crucial enhancements and are excited for the user experience (UX) and development future of the platform.
 

   CRITICAL UPDATE: TURN ON LIGHTNING EXPERIENCE   
 

  • Salesforce will begin turning on Lightning Experience on a rolling basis starting Winter ‘20. All users with the Lightning Experience User permission enabled are affected by thi...

May 9, 2019

The heavy development is done (or mostly done). Features examined, customizations converted, new components built. Everything tested, tested, tested, and tested again. Your team is ready to roll out Salesforce Lightning Experience to your users. Because of the size of your organization, you’ve worked with leadership to determine that a rolling approach is the best way to introduce such a big change. Great! Now what?

Rolling out lightning to a large organization is a big deal, and we’re going to n...

March 18, 2019

Salesforce Lightning is so much more than a beautiful user interface. Lightning improves how you work and helps you make better decisions for your organization. There are many features that are only available in Lightning. Here are some of our favorites:

Kanban View: When you are looking at an opportunity list view, you can instead select to view the opportunities on a Kanban board organized by stage. This view shows you all of the opportunities in the filter totaled by stage. From here you can g...

February 13, 2019

Although we have just started the new year and it is still WINTER, Spring has sprung for Salesforce and the Spring ‘19 release is live. Unsure of when your instance will be updated with a new release? Go to Salesforce Trust, click on Maintenances. If you know

your instance enter into the search window. All releases for your instance will be updated here. Salesforce Trust is also a great place to find out if there are any issues on your instance.

Don’t know what instance you are on? Login to your...

January 22, 2019

Lightning Web Components will be an essential skill for Salesforce developers to acquire once it becomes available in Production next month, but it will take some time for devs to learn the drastically different framework. The lab coats at CRM Science are dedicated to being there for you as your company switches over to the brand new framework.

October 31, 2018

Launched in 2016, Salesforce’s Field Service Lightning is the fastest growing product in the company’s history according to a report by CNBC. What is Field Service Lighting and why are companies adding this product to their suite of Salesforce products?
 

At a high level, FSL consists of a suite of standard objects providing key functionality. Although touted to be easily set-up “out-of-the-box”, from my perspective set-up requires education, planning, collaboration, and resources to properly get...

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CRM Science is an award-winning, strategic Salesforce Silver Consulting Partner focused on delivering practical end-to-end solutions to financial services institutions, manufacturing companies, senior living providers, and other industries. We partner with you throughout your Salesforce journey, specializing in developing business processes, implementation across the different Salesforce clouds, and integrating third-party solutions so you can innovate faster, better engage with customers and improve your bottom line with a unified system. 

We are recognized by Salesforce and were awarded the 2016 Partner Innovation Award for Connected Ecosystem, 2017 Partner Innovation Award for Einstein Analytics, and 2018 Partner Innovation Award for Lightning Leadership. 

Ready to find the solution to your Salesforce puzzle? Contact us at info@crmscience.com! 

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