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Category: Edge

  • Edge

Connecting JIRA with Salesforce for Case Management: A Practical Guide

by Brandon Sherman Leave a Comment on Connecting JIRA with Salesforce for Case Management: A Practical Guide
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Overview

If you’ve ever found yourself toggling between Salesforce and JIRA while trying to manage customer issues, you’re not alone. Support teams live in

…
Posted in Edge
  • Edge

How to Customize the Check-In and Check-Out Process in Salesforce Maps

by Austin Pappas
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Field Sales teams rely on Salesforce Maps for effective route planning and on-site activity tracking. Among its many features, the Check-In and Check-Out actions …

Posted in Edge | Tagged check in, check out, custom button, maps, record, reminders, salesforce, workflows
  • Edge
  • HLS

HLS Salesforce Trends: A Look at 2025

by David Widman
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As the health and life sciences (HLS) industry continues to evolve, organizations are increasingly turning to innovative technologies to streamline operations, enhance patient outcomes, …

Posted in Edge, HLS
  • Edge
  • Professional Services

4 Ways to Customize Your Salesforce CPQ Quote Line Editor

by Katie Ngoh
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The Salesforce CPQ Quote Line Editor is more than just a quoting tool—it’s a powerhouse for managing even the most complex quotes. But the …

Posted in Edge, Professional Services
  • Edge
  • Edge Client Success

Dreamforce 2024: The “Unbotting” of AI

by Amy Burrows
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Dreamforce 2024: The “Unbotting” of AI

This year’s Dreamforce brought a wave of innovation and excitement, and one of the most anticipated launches was …

Posted in Edge, Edge Client Success | Tagged agentforce, AI, dreamforce, salesforce
  • Edge

Salesforce Spring ’23 Release Recap

by David Widman
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With the Spring ‘23 Release, several new features and enhancements have been introduced to change your Salesforce org. Here are the standout updates we …

Posted in Edge
  • Edge

Salesforce Winter ‘23 Release Top Picks

by Liza Lemkuil
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It may only be in the middle of winter, but the Salesforce Winter ’23 Release has been out for some time now. After testing …

Posted in Edge
  • Edge

Skills for Landing your Dream Job in Salesforce Consulting

by Amy Burrows
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The pathway to working as a Salesforce Consultant is far from straight. There are multiple ways to break into the industry and no one …

Posted in Edge
  • Edge

My Favorite Lesser-Known Salesforce Features

by Brandon Sherman
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There are so many features in Salesforce, it’s easy to miss some of the simplest (and most effective) tools provided out of the box. …

Posted in Edge

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