Bring contacts from Linkedin to Salesforce, with the click of a button... and for free!

For many business professionals, Linkedin is an integral networking tool used to reach all sorts of customers. By using a free “Export to CRM” plug-in tool, we can seamlessly bring your Linkedin contacts to your Salesforce instance, with the click of a button.

Long gone are the days on copy & pasting your contacts from Linkedin to Salesforce, with 1 click you could send a LinkedIn connection directly to Salesforce as a lead, contact, or account.

Additional features include the ability to view Linkedin profiles side-by-side with Salesforce records; as well as having Linkedin messages captured in Salesforce. This one small change can help save time & raise productivity, especially when prospecting!

For more information on this & other great ways to personalize your Salesforce, reach out to us at www.highfillservices.com/contact.html

How SFDC Trailheads can enhance Salesforce knowledge

Have you heard of using the SFDC Trailheads to better your overall understanding of Salesforce? There are over 25 trails and 90+ modules ranging from Beginner all the way up to Expert level that will help you sharpen your Salesforce skills and enhance your knowledge.

Trailheads provide developers and administrators a guided path through the key components of Salesforce using interactive online tutorials. They are self-paced and allow you to learn what you need, when you need.

The website is continually being updated with new content and modules to help you further your comprehension of Salesforce.

Did we mention it’s fun? Click the link below for more information on how to get started with Salesforce Trailheads.

For more information on this & other great way to personalize your Salesforce page, reach out to us at www.highfillservices.com/contact.html

Save time by bringing Gmail & Salesforce together!

Salesforce App exchange offers a wide range of solutions, for bringing your Gmail inbox right into your Salesforce instance. By evaluating your specific needs, we can help deliver the Gmail integration that best fits your business needs.

Some of the features that can be included are tracking and logging your emails with Salesforce, syncing your Salesforce calendar with your Gmail (Google) calendar, while also setting meetings that are reflected in both systems.

Along with tracking emails, there are opportunities to use Salesforce email templates in Gmail; edit records, manage tasks, record activities, create opportunities, save attachments to a contact or lead – that are recorded in Salesforce – without ever leaving your Gmail inbox. The possibilities are available to create seamless integration between both Salesforce & Gmail, and we can show you how.

For more information on this & other great ways to personalize your Salesforce, reach out to us at www.highfillservices.com/contact.html