Administrative

Terry's Tidbits - a Salesforce Blog | Things I've Learned about Salesforce

April 12, 2019
SSO with Azure AD

Single Sign On with Microsoft Azure AD

Applies to: Lightning One of the simplest things you can do to help improve user adoption of Salesforce is to enable Single Sign On (SSO).  SSO […]
November 21, 2018

Terry’s Tidbits: Integrating Salesforce and Microsoft Office 365 SharePoint

Available for Lightning and Classic, Professional Edition and up   Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You […]
November 14, 2018

Terry’s Tips: Salesforce 2019 Winter Release Highlights You Will Love

Applies to: Lightning   The Salesforce Winter ‘19 Release is here! Have you had a chance to try out its new features? I have and am […]
September 27, 2017

Using reCAPTCHA on Salesforce Web-to-Lead Forms

Applies to: Lightning and Classic Tired of getting spam from your Salesforce Web-to-Lead form? The Web-to-Lead option provides us an easy method for adding new Lead […]
April 17, 2017

How to setup Salesforce Lightning for Outlook

Applies to: Lightning Effective time management is one of the essential attributes in ensuring sales success. In an effort to continuously develop advanced solutions to help […]
April 3, 2017
salesforce inbox

Connecting to your Customers Made Easier with Salesforce Inbox

Applies to: Classic and Lightning Gaining a competitive advantage in todays business environment requires a technology that enables you to leverage all your customer relationships. Salesforce […]
March 20, 2017
crm system

7 Ways a CRM System Can Boost Your Business in 2017

Applies to: Classic and Lightning Your company’s capacity to thrive in a competitive environment highly relies on how well you interact with and serve your current […]
December 30, 2016
home team consulting

Year in Review: Home Team Consulting’s 2016 Highlights

Applies to: Classic and Lightning The year 2016  was a successful year of growth at Home Team Consulting but most important is the impact I was […]
December 15, 2016

How to Use Salesforce for Outlook to Sync Contacts, Events and Tasks

Applies to: Classic and Lightning We have a several options available to us for integrating Microsoft Outlook and Salesforce.  We have talked about how to use the […]