Salesforce

Salesforce Silver Partner Announcement

It is with great pleasure to announce that Forcivity has attained the status of Silver Consulting Partner with Salesforce™! The Salesforce Alliance Program tiers partners according to a list of strict criteria such as the number of certified specialists, sales volume, and more importantly customer satisfaction. Acknowledgement of this status by Salesforce gives our prospective customers the confidence that by choosing Forcivity as their technology vendor,...

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NE Dreamin 2018 Recap

The first ever Northeast Dreamin’ 2018 was a huge success and we want to say thank you to our fellow event sponsors and the NED planning committee! If you haven’t already heard, here are just a few of the adjectives used to describe this event: epic, top-notch, amazing, seamless, stellar, first-class. In true New England fashion, the snowflakes began to fall Thursday evening, only adding to...

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NE Dreamin 2018

I'm wicked excited about Northeast Dreamin and can't wait to see all 400+ plus of you! Sponsor exhibits open at 8:00 a.m. so top by our booth to meet the team, demo Correlead and grab some sweet Forcivity swag! Don't miss us in Demo Jam 2 at 1:00 p.m. to learn more about Correlead- the easiest, quickest method to get incoming leads belonging to your...

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The first ever Northeast Dreamin’ is only a couple of weeks away and the keynote lineup is impressive! We’re pleased to welcome local Boston nonprofit community legend and Salesforce Admin Evangelist, Marc Baizman. Understanding and applying business processes to drive technology is his forte, with a track record to prove it. Formerly a member of the Salesforce.org Nonprofit Customer Success team, Technology Director at Root Cause,...

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Three times a year (Spring, Summer, and Winter) Salesforce releases new versions. Both admins and business owners should make themselves aware of the changes for two reasons: First there may be changes to existing functionality that you currently use, and second there are new capabilities you can take advantages of to improve your users productivity and your customers' experience. Note that many of the new features...

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Salesforce Northeast Dreamin

Northeast Dreamin' 2018, the regions premier community led Salesforce event, kicks off Thursday November 15th at the Manchester Downtown Hotel! Meet the Forcivity team and event sponsors Thursday evening for a welcome reception and networking. Friday includes a full day of breakout sessions and keynote speakers with topics from org optimization to organizational change management. Attendees will hear from admins, users and experts on today's most...

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Correlead is configured using Custom Settings. To get to Custom Setting you can go to Setup / Custom Code / Custom Settings or click the link from the Correlead app Home Page. You will see the Correlead Lead Settings, click Manage to edit the settings. Click Edit to change the organization wide default settings. Click New if you want to define settings based on a Profile or specific...

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There are two ways Correlead helps make lead assignment better; matching accounts and contacts, and using email domains. Each company has different requirements for managing leads, and Correlead gives you more options. Match Accounts and Contacts and Create Accounts One way to reduce manual work and improve the quality of your leads is using Correlead to help match existing accounts and contacts, and tie them together effortlessly....

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Once you have created your dataset, you need to schedule a report. This updates the data on a periodic basis. To schedule a report: Click the Build tab. Select the dataset to use for your report. Click the action button. Select Schedule report. Set the following: Report name. Datasource push type. Schedule frequency. Start time. Click Schule to create the scheduled report. The scheduled reports are shown...

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Create datasets to drive your scheduled reports. The Query Builder is used to visually build relationship between Salesforce and non-Salesforce objects. You no longer need to be limited to a single object (e.g., case, account, etc.). Advanced Reporting allows you to create cross-object and cross-platform (additional connectors required) relationships that can be used to generate reports. To create a new dataset: Click to open the Build tab. Click...

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