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

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 […]
November 11, 2016

Are you ready to roll out Salesforce Lightning Experience?

Applies to: Lightning If you want your business to thrive, you might need to reimagine your business tools. Today, it is not just about effectiveness, but […]
October 31, 2016
salesforce tools

Why Salesforce is more than just a “sales” tool

Applies to: Classic and Lightning Salesforce might have the word “sales” in it’s name but there is more to it than that. From sales and marketing […]
October 3, 2016

What is Dreamforce and Why You Need to Participate Even from Afar

Applies to: Classic and Lightning It doesn’t matter if you are a small enterprise or a Fortune 500 company, Dreamforce is a must-attend event for anyone […]
September 26, 2016
salesforce winter '17

Top 10 Salesforce Winter ’17 Release Highlights

Applies to: Lightning Salesforce is rolling out over 300 new features and updates under the Winter ’17 Release. I checked out the release notes and found many […]
September 21, 2016

How to Setup My Email to Salesforce

Applies to: Lightning and Classic My Email to Salesforce is convenient way for you to use a unique email address to attach your emails, including attachments, to a […]
August 4, 2016
Remove Salesforce for Outlook Signature Images

Remove Salesforce for Outlook Signature Images

Applies to: Lightning and Classic Salesforce for Outlook and now Lightning for Outlook are great tools for adding emails into Salesforce.  However, many of our emails […]
February 4, 2016
Salesforce Trust

Automate the Monitoring of Salesforce Trust

Applies to: Lightning and Classic Trust.salesforce.com is the place to go to check for any performance issues with your Salesforce server. Salesforce has a great reputation […]
January 19, 2016
salesforce apps

My Favorite Salesforce Apps on the AppExchange

Applies to: Lightning and Classic In honor of AppExchange’s 10th year anniversary, I thought I’d share some of my favorite apps for Salesforce. Happy Anniversary AppExchange! […]