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Case Study: Bringing Together Salesforce Consulting & High Performance Training for Yulista Holding LLC

HigherEchelon's key differentiator is that we bring together high performance training and transformational technology to solve the complex challenges facing organizations in today's modern business environment. For many clients, those challenges involve a mix of human capital and technology needs. On the one hand, organizations need to optimize and empower people to be resilient, adaptable,...
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7 Superb New Features in the Salesforce Winter ‘22 Release

Author: Katie Levy If you’re a member of the Salesforce ecosystem, you know how exciting Salesforce release seasons can be! With new features and enhancements, community ideas delivered, and more, Salesforce’s three releases per year bring fantastic opportunities to take advantage of the platform’s free, real-time innovation. If you are new to the Salesforce...
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Ignored documentation puts your Salesforce functionality at risk

Authors: Katie Levy & Ashley Hayes Editor: Rachel Bryars Documentation is one of the most overlooked -- and critical -- components of any Salesforce effort. When it comes to saving time, building efficiently, and quite simply, making sure your Salesforce org stays functional as new changes are introduced, documentation is crucial. Whether you are...
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How to Upgrade and Streamline Your Employee Onboarding Process with Salesforce

Author: Ashley Hayes, HigherEchelon Salesforce Trainer New employee onboarding is the perfect time to acclimate new hires to their roles, introduce them to company policies, and help them to feel like part of a team. But every employee onboarding process comes with its own challenges. New hires are bombarded with requisite paperwork and often...
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7 Tips For Using Tableau CRM Analytics Dashboard for Project Planning & Implementation

Author: Daryush Nadimi Have you been considering Tableau CRM (formerly known as Einstein Analytics) as an additional suite to your Salesforce Enterprise solution, but don't know where to start or how to use it for project planning and implementation? Tableau CRM is a powerful tool that can be designed to serve two critical purposes....
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