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Salesforce Conga Software

Salesforce + Conga Composer + Conga Batch in The Legal Industry

In an effort to reduce loan document processing time from weeks to minutes, Easy Legal Finance is implementing Conga Composer and Conga Batch into its Salesforce. The specialty lender in the Legal/Loan business wanted to benefit from time savings and control of its processes with the document generation software solution. Is This a Trend in The Legal Sector? Easy Legal Finance is one of the… Read More »Salesforce + Conga Composer + Conga Batch in The Legal Industry

Salesforce Certifications 2022

An Update on Salesforce Certifications

Certifications are the stamps of approval for Salesforce Consultants. When you hire a certified Salesforce professional, you’ll have assurance that you’re receiving top-notch Salesforce services. Here are the variety of certifications available in 2022. Salesforce Administrator Work with clients to define requirements, tailor the instance, and act as a user advocate. ● Administrator● Advanced Administrator● CPQ Specialist● Marketing Cloud Administrator● Platform App Builder Salesforce Architect… Read More »An Update on Salesforce Certifications

Salesforce and Conga Configuration

The Importance of getting your Salesforce Configuration Right From The Start

Configuration in Salesforce Salesforce configuration is the process that is performed within the CRM system. This means you can add a new field to your Salesforce that uses a formula or a specific rule to achieve business outcomes… user-defined values will permit a certain module or feature to function. When that is done, you use built-in tools, features, tools, and components to create the best… Read More »The Importance of getting your Salesforce Configuration Right From The Start