The Salesforce Summer ’20 release contains several features that reduce clicks and make end users more efficient. Here are a few of our favorites! Einstein Search Einstein Search gives users a new interface for global search.  This powerful new feature is broken down into three different permissions: Einstein Search, Natural Language Search, and Instant Actionable…

Some great new features await Salesforce users in the Salesforce Spring ’20 Release.  Here are our top five highlights: New Salesforce Mobile App for All Salesforce revealed major upgrades to the mobile app in the Winter ’20 release and on the Dreamforce stage. Although the initial release was more of a pilot than a full…

Dreamforce 2019 is over and you are beginning to recover from the holidays. Now your mind turns to the New Year: new strategies, new goals and new ways to advance your business.  Here are my tips to help you take advantage of all that you learned at Dreamforce and put it to good use as…

In Saleforce’s Winter ’20 release, the twelfth release improving Financial Services Cloud (FSC), the suite of solutions continues to rapidly mature. With each new release, the return on investment of an FSC conversion increases. If you haven’t converted yet, what is your Financial Services Cloud tipping point? Where does FSC fit on your Salesforce roadmap?…

If you’re registered for Dreamforce 2019, you’ve – no doubt – received lots of emails about the amazing keynotes, 2700+ sessions, training bootcamps, the Expo, Campgrounds and Lodges, philanthropic events, and numerous parties… Whew! Yes, there really is that much crammed into 4 days and for first time attendees, it can be difficult knowing what…

The Winter ’20 release is the biggest release of the year preceding Dreamforce and taking us into 2020 with a ton of great new features! Here are some of Revolution Group’s favorite Salesforce Winter ’20 Release highlights.   New Salesforce Mobile App The new Salesforce Mobile App is one of, if not the biggest, upgrades…

CTO Mike Ravagnani is Serious About Lifelong Learning One of Revolution Group’s core values is “Lifelong Learning” and no one embodies that better than our CTO Mike Ravagnani. Mike recently earned the rigorous and highly sought-after Salesforce Application Architect Certification. As a co-owner and head of our development group, Mike is an integral part of…

Living in this high-tech world is fun and exciting but can be scary at times. Whenever some new cutting-edge technology is released, many individuals are skeptical because they don’t fully understand how to utilize the technology or realize the potential benefits. The same is true with Salesforce’s three releases a year. With the couple hundred…

It’s that time again! The Salesforce Spring ’19 release notes are out… all 432 pages. Let’s talk about the highlights: what to know, what is awesome, and what could drive big impact for organizations. Before we discuss the outlined items below, it’s important to call out the most impactful facet of the Spring ’19 Release:…

“My greatest hope regarding the future rests on the mistakes I’ve made in the past, for those are the most effective things I’ve got to build with.” —  Craig D. Lounsbrough The holidays have come and gone and we are already two weeks into the new year.  This time of year gives us the opportunity to…

Information overload is a real thing in today’s connected, digital, social world. Blog posts shout the latest and greatest must-dos and should-haves.  Don’t let the deluge of expert advice intimidate you.  Many B2B marketers only need the basics to get started with a functional B2B email marketing program for their organization. Based on our experience…

I can’t seem to track our marketing lead sources once I hand them over to sales. I don’t know if our marketing leads result in closed-won business in the CRM. How do we maintain lead sources throughout time in the CRM?  What is best practice when it comes to lead source attribution and reporting?   Do any of these…