Salesforce Spring Release 24′, Our Top SalesFix Picks

Spring is here for Salesforce with Spring Release ’24. Our team have have sprung into action putting together our top picks for Salesforce and MCAE (Pardot)!

Salesforce Winter Release 24′, Our Top SalesFix Picks

Salesforce are getting out the winter woolies in preparation Salesforce Winter Release 24′. Our team are here to warm things up for you with our top picks from the Salesforce Winter Release 24 Notes!

Salesforce Summer Release 23′ SalesFix Top Picks

Though it maybe a little chilly here downunder it is definitely summer time in the land of Salesforce, and with summer comes the Salesforce Summer Release Notes! Here are our top picks.

3 Tips for Not-for-Profit CRM Migration

Is your NFP organisation migrating to a new CRM system? Here’s what you need to know.

SalesFix ShortCuts – Multitasking with global actions.

Presented by Talia Caglayan SalesFix Salesforce Architect, this SalesFix ShortCut shows you how to multitask using global actions.

Salesforce Spring Release 23′ SalesFix Top Picks

Spring has sprung at Salesforce and the release notes for Spring ’23 are out and ready for review.  As we all know Salesforce release notes can be overwhelming and there is a lot of information to digest, so we have asked the SalesFix team to give their top picks.

SalesFix ShortCuts – How to perform inline editing when viewing a Salesforce report.

Presented by Michael Gabagat SalesFix Salesforce Configurator, this SalesFix ShortCut shows you how to perform inline editing when viewing a Salesforce report.

Salesforce Winter Release 23′ SalesFix Top Picks

The SalesFix team have been busy reviewing the Salesforce Winter Release 23′ and we excited to share our top picks for the best features.

SalesFix ShortCuts – How to use Kanban view to manage and update your salesforce records.

Presented by Presented by Katrina Lawrence SalesFix Salesforce Consultant, this SalesFix ShortCut shows you how to use Kanban view to manage and update your salesforce records.

SalesFix ShortCuts – How to facilitate great employee onboarding

Presented by Karen Matheson, SalesFix Operations Manager. This SalesFix ShortCut shows you how to and gives some great ideas on facilitating great employee onboarding (featuring Asana).