Category: Salesforce

Sales Data to Cloud Post
Aug 09, 2018
Data Mining to Predict Marketing Success

You are a lot of different things. You may be a college graduate. You may be a parent. You may be single or married. You may own a home or rent an apartment. There are countless pieces of information that make up YOU—the list is long. And, in the data world, those descriptors are points […]

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Customer Loyalty Salesforce Service Cloud
Jul 10, 2018
Customer Loyalty Increases Revenue: Tools for Success

The clothing I purchased online was beautiful. Unfortunately, I ordered the wrong size. I wanted to return the shirts, but there was no return label inside the package. (Hmmm?) Strike one. I waited on customer service hold for about 8 minutes and was told they could only mail me a return label. (What?) Strike two. […]

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Jul 14, 2017
Ad Victoriam Earns New Salesforce Specializations for Excellence

Within Salesforce, the Masters Initiative is used to distinguish various Salesforce joint businesses in their achievements with Salesforce products, knowledge and customer success stories. We are pleased to announce that Ad Victoriam Solutions has recently received two new Salesforce Specializations within this Masters Initiative program: Opportunity/Pipeline Management Workflow and Approval Process What These Specializations Mean […]

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Salesforce Einstein
Jun 07, 2017
Salesforce Einstein: Marketing Cloud and Artificial Intelligence (AI)

Internet technologies, especially concerning cloud marketing, change on a daily basis. Artificial intelligence (AI) applications are currently at the forefront of development. In 2016, Salesforce announced its latest artificial intelligence initiative, Einstein, at the Dreamforce conference. Einstein was certainly the main attraction, and it symbolized Salesforce’s drive toward growing its cloud technology. What is Salesforce Einstein […]

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Oct 10, 2016
Salesforce “Lightning” Winter ’17 Release Notes: Reports & Dashboards

In our previous article, we explored the general functional features improved by Salesforce’s latest release – which I like to call Lightning: The Definitive Edition. This latest Salesforce release offers a number of cool new and improved features that help grant us that increase in productivity we always crave. But new things are scary, right? Well the […]

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Salesforce Lightning Winter Release Notes
Oct 03, 2016
Salesforce “Lightning” Winter ’17 Release Notes: General Functionality

It has been a good summer. But now that winter is coming, it’s time to wake up, grab the hot cocoa and make the switch to Salesforce Lightning this Winter if you haven’t yet. Here’s why: Ever since the Winter ’16 release a year ago, many of Salesforce’s users (including myself) have been on the […]

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Implementing Pardot 5 Factors
Sep 26, 2016
5 Important Considerations When Implementing Pardot

So you bought Pardot – now what?   Pardot is a robust marketing automation tool that offers marketers all the customer tracking and communication bells and whistles of their dreams. Before implementing Pardot, read these five important points to keep in mind when first starting to use Pardot. 1. Who will be your Pardot Ninja? As […]

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Sep 12, 2016
5 Questions to Answer Before Implementing a Salesforce Community

Are you considering joining the millions of customers who have subscribed to Salesforce? Before you start trying to integrating the world’s #1 CRM, it’s important to stop for a few moments and consider what an ideal Salesforce implementation looks like for your small, medium or large-scale organization. Here are a few questions to ask yourself […]

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workflow automation icon: Ad Victoriam Solutions Salesforce blog
Jul 26, 2016
Automating Salesforce for Your Benefit: Part 1 – Workflows

  Where would Salesforce be if it did not perform our desired tasks in the background? Better yet, where would we be? Webster defines automatic as “largely or wholly involuntary.” The automation that Salesforce solutions are capable of is the epitome of this definition with its different processes that come in many different shapes and sizes. This functionality of […]

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sample Salesforce report: Ad Victoriam Solutions Salesforce blog
Jun 10, 2016
How to Visualize Sales Goals by Adding Targets to Salesforce Reports and Dashboards

It is no secret that visualization plays a key factor in one’s path to achieving their goals. Robert Collier, an inspirational writer and author of the bestseller The Secret of the Ages (1926), once said “Visualize this thing that you want, see it, feel it, believe in it. Make your mental blueprint and begin to build it.” […]

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