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Upcoming event: Nottingham, UK Salesforce Women in Tech, June 5th

Next month we’re hosting another Salesforce Women in Tech event right here at the Nottingham Science Park, and we’re insanely excited.

It’s going to be a fun afternoon learning about overcoming imposter syndrome, recalibrating our minds with neuro-linguistic programming, self-belief, and authenticity in leadership.

What is Salesforce Women in Tech?

The Nottingham Salesforce Women in Tech group is powered by those who want to share their industry experiences, receive free career advice, close the diversity gap in Tech, and above all, support each other. 

Salesforce has Trailblazer Community groups located all over the world, and we’re the UK East Midlands one! Along with Salesforce Women in Tech, we also run a Salesforce Administrator’s Group, so if you’re a Salesforce user, check out our previous events here!

This is an all-inclusive event that aims to encourage, empower, and support those who want to thrive in their career. Anyone who wishes to learn some new skills or how they can help close the diversity gap in the technology industry is welcome. And to make it as accessible as possible to our community, this event is totally free to attend!

We’ll have four awesome speakers come to give some practical advice, share their stories, and spark ideas:

2pm — Welcome!

We’ll start with a short intro from myself.

2:10pm — ‘Thriving in the face of the imposter’, Rebecca Godfrey

Do you ever worry that your success is down to being in the right place at the right time, down to luck or down to some kind of mistake rather than being due to your own ability? Do you ever worry that one day your colleagues will realise that you are not as talented as they think you are?

This isn’t modesty, this is something a lot deeper. Imposter Syndrome is experienced by up to 70% of us at some point in our lives. It can prevent us from enjoying successes we have worked so hard to achieve and can really hold us back from realising our full potential. In this talk, Rebecca is going to take us through her own personal journey with imposter syndrome and how we can thrive in the face of the imposter!

Rebecca is the founder of Etheo, a Team & Leadership Transformation consultancy with a focus on the highly regulated technical industries.

Rebecca is a scientist by background having completed a PhD in Immunology at the University of Cambridge. Since leaving academic research, Rebecca’s career has given her the opportunity to build and develop a successful drug safety consultancy business, work with and lead colleagues from more than 90 countries, live and work abroad and lead organisations and groups in roles ranging from Company Director of a small consultancy to Global Head and Global Director roles in two of the world’s top 10 pharma companies.

Having thoroughly enjoyed a fruitful and successful career so far, in 2018 Rebecca took the leap to set up Etheo bringing her wealth of business experience, outstanding leadership skills, strategy and process development expertise and passion for meeting new challenges to support individuals and leaders build cohesive, high performing teams with a focus on operational excellence.

2:40pm — ‘Recalibrate to Great’ with neuro-linguistic programming, Elaine Grace

Imagine a world where your belief system responsible for how you experience life could be very closely likened to our modern world of tech. They are not too dissimilar and, just like we can update our apps and scan and deal with viruses in our tech systems, we can do just that with what our belief system is about ourselves, our environment and even our relationships.

Imagine what life could look like if you could reprogram your mind; if you could enter a new code of belief and set that program to run as your main operating system and… it was exactly as you had designed it?

Elaine is an NLP Master Coach who specialises in working with people to get them to train their mindset and brain to develop positive thoughts and habits that lead them to confidently take action to be the architect of their own reality. Join us to see how this is possible for everyone to benefit from and even make real changes in the very moment.

3:10pm — Break

Tea, coffee, and Doughnotts!

3:30pm — ‘The Neuroscience of self-belief’, Kirsty Hulse

What is happening in the brain when we stutter, stumble over our words or our mind goes blank? Why are we hardwired to perceive and avoid social threat? And how can we train our brain to be happier with risk and less afraid of failure? In this practical and inspiring talk, Kirsty will help us navigate these questions and provide tangible advice to improve our self-belief.

Kirsty Hulse is the Founder of Manyminds, a marketing agency working with clients such as Virgin Atlantic, Claire’s and IBM. For nearly ten years, she has travelled around the world speaking at conferences to audiences of thousands, and is a seasoned stand-up comic who ran a sold out one woman show at the 2017 Edinburgh Fringe.

She has trained with ICF accredited Neuroleadership Institute, to apply the fundamentals of neuroscience to enable better conversations, grow self-belief and regulate nerves. She believes, passionately, that a recognised, empowered workforce improves collaboration, creativity and internal and external communication and recently founded Roar a confidence, communication and allies training company that levels the professional playing field for everyone.

4:00pm — ‘Leading as Yourself’, Emma Watts

In this talk, we’ll explore how to show up and lead as yourself, whatever your role may be. The workplace is changing rapidly, but often those at the top got there through adhering to an outdated set of rules around leadership, what it means, and who should do it. Is the corporate mindset fit for the modern world? Who created it? Who perpetuates it?

Working in tech as a woman has its own particular challenges which intersect with all of these questions. We’ll discuss what it means now to be ‘professional’, to lead, and to be yourself despite the pressure we might feel to be a different version of ourselves at work.

Emma is a certified Transformation Coach who heads up the team of Implementation Consultants at makepositive, a leading Platinum Salesforce partner. She’s also the founder of Many Measures, a private coaching practice for people who want to create success on their own terms.  

4:30pm — Giveaway, buffet food and drink!

We’ll be doing a giveaway! Sign up and tweet about it with the hashtag #SFWiTNotts for a chance to win some goodies! There will also be a free hot buffet and drinks to end the day. Stick around with us for a chat! We won’t close the doors until 6pm.

Sign up for free below! Spaces are filling up fast, so don’t miss out. With this line-up, you’ll be kicking yourself if you do.

Our top picks from the Summer ’19 Release for Users and Admins

Top picks for the Summer '19 released notes from Salesforce for users and admins

Our Head of Salesforce Development has been an absolute legend and highlighted some of the best new features for users and admins from the Summer ’19 release. Thanks, Mark!

Now, we’ve got to say that this release is in preview, so don’t make any purchase decisions based on these yet — make them instead based on the generally available products and features of Salesforce, yada yada yada. Got that? Awesome. Anyway, here they are!

Reinvent learning at your company with myTrailhead!

With the Summer ’19 release comes myTrailhead — a platform that lets you create, manage and publish your own modules and trails for your users. For example, say you need help onboarding new employees — you can create content that welcomes new employees and orients them to their job role and your company and design custom training programmes.

With the tools available through this release, you can format your content, add graphics and videos, create quizzes, create releases for them, and customise it based on your company’s unique brand colours and imagery.

myTrailhead is available to customers with Enterprise, Performance, or Unlimited editions for an extra cost. 

Zoom through related lists with Quick Filters

Now you can use quick filters in your related lists to find the data you’re looking for, dead fast. These are different from your bog-standard list view filters because they aren’t saved, persist only throughout your current session, and can’t be shared.

This applies to Lightning Experience in Essential, Group Professional, Enterprise, Performance, Unlimited, and Developer editions.

Choose from two record view options

Now you have two default record page view options. One is the current view — now called Grouped view — and the new shiny view is called Full view. You can choose which view is best for you, but Full view displays all details and related lists on the same page, whereas Grouped view focuses on specifics by grouping information across tabs and columns.

How do you make use of this new feature, you ask? Well, if you’re already using Lightning Experience, you can change your org’s default record view in Setup.

If you turn on Lightning Experience after Summer ’19, however, you configure these settings in the Lightning Experience Transition Assistant before you switch on Lightning Experience, or in Setup after switching on Lightning Experience.

In Setup, enter Record Page Settings in the Quick Find box, and select Record Page Settings. 

Power up your Related Lists with Enhanced Related lists.

With new Enhanced Related lists, you can show up to 20 columns, resize and sort your columns, perform mass actions, and wrap text. To take your related lists to the next level, select Enhanced List from the ‘Related List Type’ dropdown via the Related Lists component in Lightning App Builder. Here, you can customise how many records to display at once and choose whether to show the list view action bar.

Choosing Enhanced List affects all related lists in the component. To customise which columns appear in a particular Related List, edit the Related List in the page layout editor and add more fields.

This change applies to Lightning Experience in Essential, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

More in item menus on the navigation bar

Salesforce have increased the number of recent items shown in item menus from three to five. They also made some styling enhancements, such as bold section names and separators, just so it’s a little easier to tell the difference between sections. This means an object’s item menu now displays up to five times each in the Favourites, Recent Records, and Recent lists sections.

This applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. 

Find what you need fast with search results that reflect how you navigate

The items in an app’s navigation bar now help determine your top search results in Lightning Experience. And because your users can personalise an app’s navigation bar, they have more say in how they search in Lightning Experience. This applies to Lightning Experience in all editions and affects search results only for the app currently in use.

Access Lightning Experience from Safari on iPad devices (beta)

Now, users can run the full desktop version of Lightning Experience on their iPad device, which is handy for when they’re away from their desktop or laptop. In Setup, simply enter Lightning Experience in the Quick Find box, and then select Lightning Experience on iPad Browsers (Beta). 

This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. 

It’s worth noting that Lightning Experience on iPad browser is a beta feature, meaning it’s a preview and isn’t part of the “services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion and make your purchase decisions only on the basis of generally available products and features. Learn more here.

Keep Record Context When Switching from Salesforce Classic to Lightning Experience 

Spring ’19 has brought with it the ability to keep record context when switching over to Lightning Experience.

When you switch, you’ll land on the same page in Lightning Experience, if it exists. If the same page doesn’t exist in Lightning Experience, you’re redirected instead to your default landing page, whatever that may be set to in your org’s customisations.

This applies to Lightning Experience and Salesforce Classic in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. 

New email template stuff: enhanced letterheads and images 

Want more consistent branding and compliance? With enhanced letterheads, you can now include header and footer info in Lightning email templates. You can also add images and global merge fields to letterheads and email templates to give your messaging that extra li’l something.

Here are the feature details, as described by Salesforce themselves:

Create Knowledge actions and Global Quick actions

You can now create an article from pretty much wherever you fancy. Simply choose Knowledge when you build global quick actions that create a record. Plus, new Knowledge-to-Knowledge lookup fields are now a thing, helping you make actions in the Buttons, Links, and Actions screen in the Object Manager.

This change applies to Lightning Experience only. Salesforce Knowledge is available in Essentials, Developer, and Unlimited editions, and for an additional cost in Professional, Performance, and Enterprise editions.

MORE lookup features for Lightning Knowledge

Create an article from a lookup while creating other records, and add article-to-article lookup fields so you can use a related list of articles and build even more types of article actions.

Have I said “article(s)” too much? Has it lost all meaning now?

This change applies to Lightning Experience only. Salesforce Knowledge is available in Essentials, Developer, and Unlimited editions, and for an additional cost in Professional, Performance, and Enterprise editions. 

  • Create master-detail relationships

This allows you to make use of Knowledge as the parent in a master-detail lookup relationship. Say you wanted to create a master-detail relationship between articles and the records in an article review custom object. Well, now you can. Then, you can create roll-up summaries from fields in the custom object.

  • Use Cascade-Delete with Knowledge

Cascade-delete is this new thing which removes related records in a lookup when articles are deleted. You can use this in lookups from custom objects to Knowledge.

If you wanted to, you could delete records from an article review custom object when the article version is deleted. Just bear in mind that lookups to Knowledge link to a specific article version, and if you publish an article and don’t use the option to Publish as a new version, the previously published version is deleted. Child records in a master-detail relationship using cascade-delete are therefore also deleted. 

  • Build Knowledge-to-Knowledge lookups

Now you can choose Knowledge as the target in a lookup field on the Knowledge object — just add the Knowledge related list to your page layouts. This change also lets you create new Knowledge record actions in the Buttons, Links, and Actions screen of the object manager, and create global quick actions with Knowledge. 

  • Create an article from the lookup while creating a related record 

When you create a record with a lookup to Knowledge, you can now choose to create an article from the lookup dropdown. And once you save the article, it’s linked to your new record. 

Evaluate each record in reports with row-level formulas (beta) 

If you need to answer business questions, you’ll sometimes need to make a calculation on every row in a report. For example, if you were to calculate the number of days between each opportunity’s created date and close date, you’d subtract the created date from the close date.

With row-level formulas, you don’t need to export report data to a spreadsheet or ask an admin to help you out with a one-off custom formula field — instead, you write a row-level formula directly into the Lightning report builder.

You can enable the row-level formulas beta feature from Setup. Just enter Reports in the Quick Find box, then click Reports and Dashboards Settings. Select Enable Row-Level Formulas (Lightning Experience Only) and click Save. 

Please note that this feature is in beta, so don’t go making any purchasing decisions based off this yet.

New Salesforce CMS (beta)

So CMS for Community Cloud has gotten even bigger and better, and is calling itself Salesforce CMS. Salesforce wanted to improve its usability and flexibility, so there are loads of new features.

Now you can share content across communities more easily and collaborate with local and regional teams on your projects. You can also create content outside of your communities in CMS workspaces, which has some lovely perks. You can also take advantage of role-based access to control who can author content and access settings.

Here are some reasons this is all a bit nice:

  • Assign content access with new contributor roles that don’t require administrative access to your communities. 
  • Create one or more CMS workspaces to organize your content and share it across multiple communities at once. 

Within your individual communities, you can also customise the experience for your users. 

  • Reuse content published from one or more CMS workspaces. 
  • Curate content into collections that automatically refresh as content changes. 
  • Reuse your existing CRM data, such as inventory, to help users find what they need. 
  • Connect to an external CMS to reuse content you already host elsewhere with CMS Connect. 

This is available automatically to all Community Cloud customers, so if you’re already one of those, check it out in the App Launcher!

Again, Salesforce CMS is a beta feature. Community admins, Salesforce admins, content managers, and content admins can access this beta feature in the Salesforce App Launcher and in the Content Management workspace of any community. You can provide feedback and suggestions for Salesforce CMS in the Community Cloud group in the Trailblazer Community. 

It’s available in Lightning Experience for Lightning communities in Enterprise, Essentials, Performance, Unlimited, and Developer editions. 

Set up mass quick actions in Communities

You can set up mass quick actions in Communities now, same as in Lightning Experience. This means your customers can select up to 100 records in a list view and perform mass updates, rather than painstakingly updating records one at a time.

This applies to Lightning Communities accessed through Lightning Experience and Salesforce Classic in Enterprise, Essentials, Performance, Unlimited, and Developer editions. 

Increase password complexity requirements for Communities

Salesforce have upped their security by offering a password complecity option that needs internal and external users to include at least three of the following characters in their passwords: one number, one uppercase letter, one lowercase letter, and one special character (! ” # $ % & ‘ ( ) * + , – . / : ; < = > ? @ [ \ ] ^ _ ` { | } ~). 

This applies to Lightning and Salesforce Tabs + Visualforce communities accessed through Lightning Experience and Salesforce Classic in Essentials, Enterprise, Performance, Unlimited, and Developer editions.

Analyse your automated business processes in Automation Home (beta)

Salesforce’s new Automation Home helps you with automated business processes. With it, you can:

  • Explore flow templates on AppExchange, or navigate to an automation tool.
  • Get a quick view of the most commonly used automation types.
  • See your org’s flow activity in charts, such as total errors and total started automations.
  • Learn how much time it’s taking users to complete screen flows, so you can optimize as needed. 

This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, and Unlimited editions. 

Again, this is in beta, so you know what not to do…

Salesforce Surveys: free sending, customised email invites, and an improved UX

Now you can create surveys and send invitations for free, and only pay based on the number of responses you receive after the free allotment.
You no longer need a license to create and send surveys. Anyone who has been assigned one of the provided four profiles can create and send unlimited surveys for free.  Receive up to 300 survey responses for free. After the first 300, you can purchase an add-on response pack based on the number of responses you receive.

To help improve your response rates, you can also personalise your email invitations to participants. Plus, you can up the user experience of surveys and have more words to play with due to the increased character limit for questions, response choices, and participant comments. Mobile devices work well with these surveys too, meaning participants can fill them out on-the-go.

Path: Celebrate sales milestones with… confetti!

This one’s dead fun. Imagine celebratory confetti raining down on your screen whenever you win an opportunity. Yep, you can now help your teams celebrate their successes by throwing some virtual confetti whenever reps reach a designated path stage.

To set this up, in Setup, use the Quick Find box to find Path Settings. Then, enable Path and create or edit a Path.

I mean, it’s much better for the planet than throwing actual confetti, at least!

This applies to Lightning Experience and all versions of the mobile app in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

So, as you can see there are lots of great new features to get your teeth into this Summer. What’s your favourite? Was there anything you were hoping for that isn’t in the Summer ’19 release? Let us know in the comments below!

The coolest Lightning Experience features

What is Lightning Experience? 

Lightning Experience is the modern, beautiful user experience from Salesforce — a reinvention of the desktop environment to better support your business processes. If you wanted an intuitive, intelligent interface that helps your sales and service teams work better, Lightning Experience is your guy.  

Lightning extends further than CRM, and also transforms Service Cloud, Apps, Platform and more. No matter what department you’re in, you can experience the same user interface!

What influenced this change, you ask? Well, it’s all mobile’s doing, really. Sales reps were already using mobile to research prospective clients, get directions to meetings, and connect socially with customers, so Salesforce took what reps love about mobile, and applied it to desktop. Simple as that, really.

This means the pages are now optimised with users in mind, and there are lots of new, flexible, interactive features and tools that help sales and service teams visualise and focus on the right deals, the right customers, and the right activities every time they log on. Lightning was basically built from everything Salesforce has learned from its users over the years. 

Why is it called Lightning? 

Lightning is fast, visually stunning, and each lightning bolt is different to the next. This is a lot like Lightning Experience. It’s fast, beautiful, and unique to each sales and service user.  

What about Classic? 

Some orgs, depending on their company size and culture, might not be ready to move off Salesforce Classic yet. This can take time, and Salesforce knows this. That’s why Salesforce have made it easy to use both to ease users over to the new way of doing things.  

What makes Lightning so cool? 

There are too many benefits to cover them all here, but here are some of the best bits. 

  • Efficient navigation and the ability to switch between custom-branded apps 
  • Quick access to productivity tools like Notes and Recent Items in the utility bar 
  • New record layouts that focus on what you can do, instead of what you can view
  • Turbocharged list views that let you easily filter and see your data
  • Beautiful dashboards with components that span both columns and rows
  • Sleek report views that you can filter quickly to see the data that’s most important to you.

Home 

Start the day right with a customisable home page. You can use the Lightning App Builder to create custom Home pages for different profiles. There’s a performance chart to help you monitor how close you are to achieving your goals, and you can see relevant, timely news articles about customer, partners and competitors.  

You can also view upcoming meetings and tasks due today, and identify key issues and selling activities with the Assistant and Top Deals.  

Opportunity workspace 

This action-optimised workspace encapsulates your sales process, but makes the whole thing much faster and smarter. How, you ask? It showcases key record details in the new highlights panel at the top of the page, and has a handy composer to quickly log calls, create tasks, send emails and more.  

It can also show you all the related info you need on hover using quick view, without having to leave the opportunity page. Customise coaching scripts for each step in your sales process, create records quickly with fewer clicks, and close those deals faster than ever! 

Accounts and Contacts 

Again, the layout’s been optimised for accounts and contacts, but with organised content based on their primary use case — reference. This means that sales and service reps can find and gather the information they need at a glance.  

You can also get key coaching details on account records with a customizable Path to support your sales process, work smarter and keep your data clean with field-level duplicate matching, and review your past and upcoming activities at a glance.  

Reports and dashboards 

The updated dashboard editor features components that span both columns and rows, and gives users the ability to create their own reporting filters and dashboards with more than 3 columns!  

And all your reports that were in Salesforce Classic? They can be automatically viewed in Lightning Experience too, transferring all permissions and sharing settings from Classic over with them.  Plus, they’re way prettier.  

List views 

You can now visualise any list view with a handy chart and add filters to narrow your results.  Your data can be seen in seconds with these list view charts, and you can even quickly create filters to see that data in the way that you want to.  

Create list views by using an intuitive filters panel, use type-ahead search to find a favourite list view faster, automatically open your list views created in Classic, and share them with user groups in your org. With the inline editor, you can also make quick changes to records in the list view, and with the ‘pin’ option you can pin your favourite list view to make sure it loads as your default.  

Kanban View 

The Kanban view organises a set of records into columns that help you track the status/stage of your work at a glance. All you need to do to update a record’s status is to drag it into a different column. Easy peasy. You can also configure the board by selecting what fields columns and summaries are based on, and get personalised alerts on key opportunities on the go. 

Console Apps 

Your sales and service reps can quickly find, update, and create records with minimal scrolls and mouseclicks thanks to this tab-based workspace. This means they can manage multiple records on a single screen and take advantage of the standard Lightning console apps for Sales and Service, to really help support their fast-paced work.

Custom brand images and colours 

Nail your branding across all your channels with Lightning Themes. With Lightning Experience, your theme and brand colours will show up in various places in your user interface, including page backgrounds, the global header, navigation bar, tabs, and buttons. You can choose one of Salesforce’s built-in themes, or get your own custom theme created! 

Personalised Lightning Experience navigation bar 

You can now become even more productive by personalising the Lightning Experience navigation bar to suit the way you work. Reorder and add navigation items to the navigation bar, such as a frequently used dashboard or list. 

Some more cool things: 

  • Use phone features without needing to leave Salesforce. 
  • Send emails through Gmail or Office365 accounts with your Salesforce email.
  • Switch between apps that you can brand and customise, and create and access records directly via the navigation bar. 
  • See open tasks, upcoming meetings and accomplishments in the activity timeline on each opportunity, lead, account, and contact. 
  • Take better notes with auto-save, rich text capabilities, inline images, and versioning.
  • Relate a note to multiple records and share notes with teammates or Chatter groups. 
  • Preview files in a richer way without needing Adobe Flash Player.
  • Find your tasks on a new page with a new master-detail view, so you can see a single task and your entire tasks list in one place, side by side. 
  • Experience a new and improved global search for finding records faster, which includes top results and recent records too.  

There’s so much more to Lightning Experience that we’ve not gone into detail about here. If we did, this article would be much, much longer! Plus, it’s improving all the time. For example, here are some of the best Lightning bits from recent releases.

If you’re trying to figure out how to effectively change from Classic to Lightning, we’ve created a handy guide to Lightning transition below to help you. Download it for free below.

Information provided by Trailhead.

What’s new in Salesforce Lightning Experience?

Here’s a rundown of the latest Lightning Experience updates from the Salesforce Spring 19 release!

Lightning Web Components

Developers are going to love this one! These Lightning Web components are built using common web standards like modern JavaScript (ES6+), HTML, and CSS, making developers happier when working on the Lightning platform, as well as helping you achieve better app performance.

Salesforce Mobile Publisher

Prefer clicks over code? You can now easily build, design, and publish Lightning mobile apps without writing a single line of code.

Thanks to Salesforce Mobile Publisher you can design custom mobile apps with prebuilt components, then publish them to the iOS App Store or Google Play.

For example, if you have a Community you want to turn into a mobile app, you just have to fill out a big ol’ form and add the relevant images and icons. Once approved, the result will be a beautiful, custom branded app that has native functionality such as notifications all built into it. No code needed.

Lightning Flow Builder

This helps you automate your company’s business processes easier than ever. Point and click tools, a simplified user interface, new screen components, and the fact it’s easier to find your way around flows with clean lines and intuitive shapes means you get more powerful and highly customisable processes.

It’s also got the latest front-end tech for lightning-fast performance and a streamlined toolbox so it’s dead easy to find what you’re looking for. But best of all, if you have existing flows, you don’t have to do anything to migrate them over to Lightning Flow — this is now the default flow builder!

Lightning Experience Transition Assistant

Does what it says on the tin, really. This helps your move from Classic to Lightning with a step-by-step transition path. The three phases of the transition path include:

  • Discover: This phase includes a wizard that helps you move through all the steps, each containing all the content and info you’ll need to transition. You can watch videos right from the transition assistant, gain essential knowledge easier than ever, and preview Lightning with the click of a button so you can demo the Lightning experience for your stakeholders — without any risk.
  • Roll-out: This phase helps you develop your roll-out plan, turn on key Lightning Experience features, and adjust existing customisation. Then it’ll help you prepare your users for the upcoming changes and go live. When you’re ready to transition to lightning, the assistant will show you a switch that you can click on.
  • Optimise: This phase helps you drive user adoption of Lightning Experience and build on the roll-out plan with more users, new user cases, and continuous improvement.

This step-by-step guidance is a huge help to those with smaller teams and minimal risk who want to transition smoothly right away. For more complex transitions with larger teams that may take longer (or if you’re still feeling out of your depth) a partner like us can really help.

Pop-Out Utilities Windows

Want to get a bit better at multitasking? Well now you don’t have to block useful data with all your utilities taking up precious screen space. Utility windows can now pop-out to help you access everything you need to see easily, without sacrificing space, so you can see all your apps and tools at the same time.

We can’t wait to see what Summer has in store for Lightning in May! If you’re looking for help with Lightning Transition, chat to us today.

Source: Trailhead.

How we planned for the Sales Innovation Expo in 3 weeks

Three weeks ago we were offered an exhibitor’s spot at the Sales Innovation Expo to support Salesforce, and while it was short notice, we definitely couldn’t pass up the opportunity. With absolutely zero plan, no branded merchandise or stand design, and very little exhibitor experience, we instantly felt the pressure. Here’s how we managed to pull it off.

Read moreHow we planned for the Sales Innovation Expo in 3 weeks

9 things we learned at Marketing Week Live 2019

Last Thursday I was up at the absolutely hideous hour or 4am to head down to London for Marketing Week Live – or as I more accurately called it, ‘Marketing Wednesday and Thursday Live’ – catchy, no?

Taking place at Olympia, MWLive is a free two-day event that provides practical, hands-on advice from some of the most respected leaders in Marketing. I couldn’t make the Wednesday talks due to our Women in Tech event taking priority, but managed to head down on Thursday to learn some new and exciting marketing insights. And here they are.

Read more9 things we learned at Marketing Week Live 2019

Workplace diversity helps your business grow. But there’s a bit more to it than that.

It was recently found that businesses with a balance of men and women on their executive teams are 21% more likely to outperform their competitors, and those with team members from a good mix of ethnic backgrounds are 35% more likely.

While gender and ethnic diversity obviously doesn’t automatically translate into profit, the correlation is there, and it suggests that when businesses commit themselves to diverse leadership, they actually become more successful at what they do.

Read moreWorkplace diversity helps your business grow. But there’s a bit more to it than that.