CRM Science Videos
We like to share what we know.
Salesforce Security and Compliance Best Practices with Rachel Beard - KOP~Force March 2020 Meeting
Salesforce Platform Security Specialist Rachel Beard presents best practices for building secure and compliant applications on the Salesforce platform. She discusses topics like masking data in sandboxes, data encryption, and least privilege access model.
Senior Care & Retirement Reinvented
Acts Retirement-Life Communities reinvents community-building on Salesforce for a 360-view of each resident and with the guidance of Salesforce partner, CRM Science, have digitally transformed to deliver personalized interactions that enrich lives and create a culture of loving-kindness. Learn more: https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=a0N30000009x5ONEAY
KOP-Force Event Session - Automation Using Salesforce Flows and Processes
Automation is a game-changer. Work that once required hours of manual data entry can now magically appear and get updated in real-time. In this session, we will review how the Salesforce Process and Flow builders can help you integrate with a third-party service that allows for updating data in Salesforce. We will follow a use case of a wealth management advisor who is onboarding a new client.
4 Ways to Compile Valuable Data About Your Salesforce User Experiences
CRM Science User Experience Developer Philip Bolognini offers his top strategies for designing intuitive user interfaces that prioritize Salesforce user experiences. In this video, Bolognini shares research methods that can be used to compile valuable data about Salesforce user experiences. The data gathered through these methods can be used to optimize Salesforce user interfaces and get stakeholders on board with making org changes. At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we work with leaders to strategize and optimize business processes, and design and develop solutions across every Salesforce cloud. We empower companies to innovate faster, better engage with customers, and improve bottom lines. CRM Science is a Salesforce Silver Consulting Partner and a Salesforce.org Registered Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. Contact CRM Science here: https://pardot.crmscience.com/contact_us
Solving a CRM Science Calendar Cube
Enterprise Team Lead Mike Katulka put together this video with instructions to solve our CRM Science Calendar Cube. CRM Science is a Salesforce Silver Consulting Partner and a Salesforce.org Registered Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. @CRMScience #Cubeforce