I was a blast yapping with Sharif and Shivanath on the YappExchange! We covered quite a bit of content including:
Relationships. One would think that building a great relationship structure in Salesforce's Financial Services Cloud would be less complex than maintaining relationships in person, but often it is not. Relationships in FSC require a bit of trial and error, defined business processes, and some patience. Having completed a
Update on May 8, 2020: Salesforce will no longer allow orgs to enable Lightning Sync after Winter '21 (source). Salesforce is encouraging its clients to move to Einstein Activity Capture and is positioning it as the long-term activity capture product. Ah, the good old email and calendar integration discussion
The time has come! For all those that were curious as to the shelf life of Salesforce Classic, it appears we are nearing the end. Classic has been dying and Salesforce is working their clients away from the death bed by moving them to Lightning Experience starting with the Winter
Salesforce has done a great job of implementing new features over the last few years to help drive user productivity and adoption. Some of those features were cloud specific functionality (only available in Service Cloud for example) which have made their way to Sales Cloud. And, with the advent of