Blog

Blog
Field Audit Trail
Salesforce standard functionality includes Field History Tracking, which allows you to retain data for up to 18 months. However, some businesses have the requirement to retain their data for much longer than 18 months. This is where Field Audit Trail comes into play, as this allows you to retain data for up to 10 years!

By Tyler Steyaert

On 07/09/2021
Blog
Winter '22 Release
While summer is referred to as a vacation period, for Salesforce it is one of the busiest times of the year. Late August they traditionally launch the Winter release preview. Our Customer Success Manager Stijn Zeebroek highlighted 5 features that will significantly improve the user experience and adoption.

By stijn.zeebroek

On 25/08/2021
Blog
Explore the redesigned Salesforce Community
One of the great advantages of Salesforce is the large amount of information that is available on the web. Google “Salesforce” and you'll be fine for a few days. To structure all the information, Salesforce launched the Salesforce online community more than a decade ago. From its launch in 2006, it was clear that the online community would boost Salesforce's growth.

By stijn.zeebroek

On 03/08/2021

Community
Blog
Typeform and how to integrate it with Salesforce
Here at Cloud Innovation, we’ve been looking for a survey-tool to integrate with our Salesforce Org. We want to be able to automatically send an email, including a survey link, to clients when a case is closed or a project goes live. This way we’re able to get feedback and improve our way of working. In this blog you will be able to find out how exactly we did this.

By Sooi Versavel

On 20/07/2021
Blog
The difference between learning Tableau CRM and Tableau desktop
Tableau CRM (previously known as Einstein Analytics) and Tableau are both amazing tools to gain insights in your data, but how hard are they to learn? Do you have to be a data scientist or a data enthusiast? These are the questions that I tried to answer during my internship at Cloud Innovation. These past weeks I learned the basics of each platform and compared the two. In this blog I’m going to tell you about my experience.

By Sooi Versavel

On 10/06/2021