It may seem overwhelming at first but, when you break it down, and just follow the steps, you can prepare your org for the upcoming Releases.
Salesforce is continually maintaining and upgrading the platform. Every 4 months, they release new functionality, enhancements and feature updates.
Well, while you may have neglected release updates in the past without any consequence, by not preparing, you’re risking unnecessary and avoidable interruptions to your processes and also impacting the security of your data.
If you have any questions or are still feeling somewhat overwhelmed by the thought of prepping for the Salesforce Release Updates, our Managed Services team are happy to walk you through the process until you feel comfortable enough to rock this on your own!
You’ve just spent loads of money customising Salesforce to meet your specific business needs, and now your Account Executive is presenting you with the idea of “Managed Services”. What is Salesforce Managed Services, and why do you need it if your project was built and delivered properly?
Performing a Salesforce Technical Health Analysis is an important best practice to ensure you are getting the most out of your CRM investment. Bringing your system up to speed with your evolving requirements and Salesforce’s latest features is fundamental for business success.
Some things will happen whether you prepare for them or not, so what’s the big deal if we just ignore our Release Update prep, and what is there to do, anyway?
Relying on a CRM is a fundamental business decision and intrinsic to strengthening customer relationships. Salesforce is the digital platform that portfolio companies need for objective decision-making. It gives them the advantage of always being one step ahead, even volatile markets.Learn the powerful reasons our UK-based Managing Director, Kirk Heuser, has learned about why private equity firms seek a trusted CRM, like Salesforce.
Luke Toland, a Salesforce Consultant at EMPAUA, teaches you how to Connect your Salesforce org to an external API using zero lines of code. Use declarative tools and OpenAPI specifications to describe the external API functionality, and External Services creates invocable actions within Salesforce Flow that interact with the external API source.