Salesforce and Pardot Implementation Experts
Winter ’21 Release: Our Favorite Updates Have you seen the latest updates in Salesforce? The Winter ’21 Release is out now and we’re here to help break it down! Let’s take a look at some of our favorite new features and how they can be used to enhance your […]
Cloud on Tap Highlights: Summer 2020 Salesforce Release Split List View What’s the change? In the past, users outside of console view would have to open the record in a new tab or do a lot of back clicking to continue accessing the list view. That is no more! Now […]
How Clean Data Connects the Entire Team At Cloud on Tap, we often refer to the crawl, walk, run approach. And within this approach, we see a lot of variation as to what it can look like. For some, it’s starting on sales cloud, growing to service cloud, and then […]
Optimize your Tech Stack When you think about COVID-19 and what it has meant for your business, I’m sure it conjures up a wide range of emotions. From possibly enjoying some additional time with family and avoiding rush hour traffic to the frustration of having a hard time getting ahold […]
The New Normal: Working From Home with Salesforce During these times of dogs barking on conference calls and kitchen table desks, we are all looking for a way to keep connected and focused while we work from home. After a couple of weeks, we’ve realized the way we’re […]
People Buy from People “People buy from people.” I was first introduced to this concept at this year’s Salesforce Connections conference and haven’t stopped thinking about it since. Of course it seems obvious when you think about it. Every transaction takes place between two people – but it’s common to […]