Musings from Education Summit 2023
The 2023 Salesforce Education Summit held April 10-12, 2023 in Dallas, Texas was a welcome return to in-person conferences for the Higher Education community. We were pleased to be a sponsor of the event, including co-presenting with Dr. Pamela Luckett, the Chief Digital Officer of Dallas College. Attended by more than 1,500 customers, Salesforce representatives, […]
Enhanced Domains – Salesforce Enhancement
Salesforce will enforce Enhanced Domains in all orgs beginning Winter ‘24. Enhanced Domains include your company-specific My Domain name that is included in your URL for all of your Salesforce and Experience Cloud sites along with Visualforce pages and content files. This document outlines what Enhanced Domains are, the steps to enable it, and the potential impacts to your org.
What are Person Accounts in Salesforce?
Person Account vs. Business Account in Salesforce There are two types of accounts in Salesforce. Business accounts store information about companies. Person accounts store information about individual people. Note: In the Salesforce Help and other documentation, the word account by itself always refers to both business accounts and person accounts. Person Account vs. Contact in […]
Are You Thinking About a CRM Portal?
Are you thinking about implementing a CRM portal at your institution? Or are you migrating from Luminis, Ellucian Portal, or Ellucian Mobile to a CRM portal? Do you even know what a CRM portal is? This blog will explain the what, how, and benefits of using a CRM portal and how SIG can help your […]
Email Marketing Solutions for Salesforce (Updated)
Email marketing is necessary and important for every organization. Despite the proliferation of spam, email marketing continues to be a key weapon in the marketer’s arsenal. For our clients that use Salesforce CRM as their enterprise CRM system, we often have the conversation about the extent of the native capabilities of Salesforce CRM as it […]
Consolidating Salesforce Orgs
Salesforce Orgs Definition For large clients, we often find they have multiple instances of Salesforce CRM. In Salesforce “speak” each instance is referred to as an “org” which is short for “organization”. In some cases, large organizations will deploy separate orgs over time for various divisions, departments or business functions. This blog addresses some of the considerations for clients […]
Multi-Factor Authentication for Salesforce
With the exponential growth into remote work environments and uptick in hacking and pfishing, it is critical for you to enhance the security of your Salesforce deployment. Salesforce aims to protect your data with the requirement of Multi-Factor Authentication (MFA).
Have You Integrated to [???] Before
Over the past two decades, we have seen Salesforce deployments with associated integrations go from less than 5% of deployments to more than 60% of deployments. Consequently, one of the most common questions that clients ask is, “Have you integrated to [fill in your system] before?” It’s a great question and who wouldn’t want to hire a firm […]
