1. Blog
    2. My Journey of Rediscovering Salesforce

    My Journey of Rediscovering Salesforce

    • Join Me – On My Journey of Rediscovery

      I am thrilled to be working with Salesforce and within the community again. It’s been 4 years since I used Salesforce as my #1 system while working as a Marketing Manager. It assisted me on a daily basis to track my campaigns, accounts, contacts, leads and opportunities. With a click of a button, I could generate reports and target the right customer or prospect for specific campaigns. And at a glance, I could see how the department was tracking via the dashboards.

      Salesforce Rocks!

      Now I’ve returned to the workforce, I am not only excited to be working more closely with Salesforce and the Success Community but I am also amazed at how far the system has come! It is no longer just a CRM system for the sales team not that it ever was! Salesforce now accommodates and assists your entire organisation. Salesforce now offers Service, Marketing and Sales Cloud, to name just a few, and also offers the power of the Salesforce1 Platform, making integration to other systems easy and the options limitless.

      For anyone that is new to Salesforce or just interested in commenting on my journey of rediscovery, follow me weekly on this blog. Next week I will be training myself about Case Management, a product I didn’t use in my last position, and documenting my findings on this blog.

  • Summer 2019 Release Notes

    With the recent Summer 19 Salesforce now fully deployed in Production orgs, we’ve picked a few key highlights we’d like to bring to your attention.

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  • The Most Important Salesforce Terminology You Should Know

    Salesforce terminology follows its own original style which could throw new users off a bit when trying to find their way around the terms. To make things a little bit easier we at SalesFix have put together a list of more commonly used terms

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  • Best Practices for Deleting and Maintaining Salesforce Data

    The Salesforce CRM is an excellent resource for businesses to keep a record of client data and use that data effectively. However, it is important that Salesforce data be reviewed occasionally and kept up to date. Doing this can be time-consuming, and if not done systematically, can result in prolonged downtime. Here we discuss the best practices for deleting and maintaining Salesforce data so that the process is quicker, more efficient and with fewer to no errors.

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