Download button CaseNine

The Download Button – An AppExchange App

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Most Salesforce users work with multiple accounts. Every account has its own place for attachments, but sometimes it can be useful to have the same file available for every account. This might come in handy when you quickly need a template for an invoice or presentation. Nobody likes to ask the marketing or finance department to send you the template …

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5 Advantages of Salesforce NPSP

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About a year ago Salesforce.org introduced the Nonprofit Cloud, a combination of Salesforce products that meet the specific needs of nonprofit organizations. A big part of the Nonprofit Cloud is the Nonprofit Success Pack (NPSP), this pack adds elements to Salesforce that are specifically created for nonprofit organizations. Some examples are donation and donor management functionalities and a dashboard for …

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Artificial Intelligence and Salesforce Einstein

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AI and voice are relatively new concepts for businesses. Concepts which can seem very difficult to start with but, just as with Blockchain, Salesforce has created a platform, Salesforce Einstein, to make it very easy for you to incorporate AI in your business. What is artificial intelligence Artificial intelligence is the concept of intelligent machines ‘thinking’ like humans. This means …

Salesforce blockchain

What is Salesforce Blockchain?

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We were very excited when Salesforce announced Salesforce Blockchain during the TrailheaDX conference. Now it is officially here and we would like to help you understand what Salesforce Blockchain is. What is blockchain? In Business, blockchain is a relatively new way of storing data. Blockchain is unique and safer because it consists of a chain of blocks filled with data …

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How to visualize data in Salesforce

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Did you know it is really easy to visualize your data in Salesforce? As a company you probably have a lot of data in Salesforce. Data can be pretty useful to figure out which areas need improvement or are doing really well. Visualized data makes that even easier. Why visualize data? Data presented in charts and tables is easier to …

TrailheaDX 2019

CaseNine to TrailheaDX

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At the end of May a part of the CaseNine team traveled to San Francisco for the TrailheaDX conference. The Salesforce TrailheaDX conference is an event by Salesforce where Salesforce developers can network, follow workshops and where you can learn about new updates and releases of Salesforce. #TDX19 The CaseNine team was very enthusiastic about the event. “I just started …

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Switching to Salesforce Lightning

Maudy Van Eldik Salesforce Leave a Comment

Not sure if you want to switch from Salesforce Classic to lightning? Switching seems like a project that costs a lot of time, not to mention the teams that need to be introduced and get used to a renewed system. Regardless if it takes time, we are convinced switching from Salesforce Classic to Lightning is worth the extra effort. User-friendly …

Advantages of Salesforce Mobile App

5 advantages of a mobile CRM

Maudy Van Eldik Salesforce

Recognize this? Visiting a (potential) client and you cannot get your laptop to work or access the right data and records immediately, despite your preparations. Luckily, most CRM platforms have a mobile app these days. Using a mobile CRM puts an end to these kinds of issues. Next to having immediate access to your records, there are more advantages to …

Salesforce1 platform

Salesforce1 platform

CaseNine Salesforce

Force.com, runs on Salesforce, is a platform on which you can develop and run different applications. Salesforce CRM is an online system where users can monitor their entire sales process. The Force.com platform allows you to create or add-ons (additional features) for Salesforce, or run an entirely stand-alone application. Wizz-kid skills? Is this just a platform for developers and whiz-kids …

May the Force (.com) be with us!

May the Force (.com) be with us!

CaseNine Salesforce

A DTAP Street is a well-known method in IT to launch properly tested and approved software. First develop in a separate environment , transferring to testing, then accept for the acceptance test by the end users and finally to production. In the cloud era , this method seems to have an inhibitory effect on the rate of release of new …