Top 8 Underrated Features of Financial Services Cloud (FSC)

In 2016, Salesforce released Financial Services Cloud (FSC) — initially to serve the wealth management market. Since then, it has expanded to retail banking, commercial banking, and insurance to become a one-stop solution for the modern bank. Having worked with numerous banks and equipment finance companies that use Salesforce Financial Services Cloud, I’ve noticed a real trend toward companies underutilizing the amazing

Time Tracking in Salesforce

Fostering is pleased to announce that we have released a time-proven application, one we use every day for tracking clients’ billable time, to the Salesforce AppExchange marketplace. Time Tracking for Salesforce! Here are some of the highlights: Track time to an Account and one more record of your choice (custom or standard object). Customize billable rates per user (optional) Configure

Salesforce Spring ’22 Release 100 (+/-) new features… Here are a few of my favorites.

Salesforce Spring ’22 Release 100 (+/-) new features… Here are a few of my favorites. Have you heard about Salesforce Releases? If not, Salesforce releases a lot of new features, three times per year. This is the benefit of using Software as a Service (SaaS). You pay a monthly price and always get the newest software, without expensive downtime and server

Customer 360° View Pitfalls

Do you want to avoid the pitfalls of Customer 360° View failure? I’ve done Salesforce for over 10 years and have implemented 100+ companies. Watch the below video in which I outline the top three Customer 360° failures.  

Moving to Flow

Flow is the Way to Go Process Builder and Workflow Retirement So, you may have heard, Flow is the standard for process automation as Salesforce made it official that Process Builder and Workflow will be retiring starting October of 2022 (Winter ’23 Release). You won’t be able to create any new Workflow Rules and Processes in the future. Here is the retirement timeline:

Midwest Dreamin’ 2022

Hello Matt, Do you feel like you’ve missed out on Salesforce events in Minnesota? We sure have! We are excited to sponsor a live in-person event taking place at the Hyatt Regency in Minneapolis, June 20th – 22nd. Can you believe it’s been nearly three years since a large Salesforce event has taken place in Minnesota?! Salesforce-sponsored events are great, but we really appreciate

How to Set up & How I Use the Salesforce Utility Bar

Have you wondered how to have a static section for items like training links, flows, external links, Visualforce pages, phone dialer, and more in Salesforce? Look no further… the Utility Bar is here. What Is a Salesforce Utility Bar? Think of the utility bar as a kind of utility belt. You want things that are easily accessible anytime you are

What Does Software Development Take?

Software Development. What Does It Take? I often get asked, “Matt, I have an app idea…. that should be easy to do, right?” Anything is easy to do with the right skills and methodology in practice. The difficult part, the average Joe, has no idea of the right methodology or skills needed. Most people think we just write some code and

Payment Processing in Salesforce

Announcing a new payments partner for Fostering We’re excited to announce our partnership with Century Business Solutions! Their payment integration, EBizCharge, simplifies credit card and ACH processing, increases efficiency, and lowers costs in Salesforce. Featuring recurring payments and a client payment management portal included. Learn More about Ebiz Charge in Salesforce Manage payments Salesforce & save time Accept credit, debit, and EMV payments directly inside Salesforce Automatically applies

Manage Your Field Service with Salesforce

Many people think Salesforce is just for Sales. However, it can do so much more! Salesforce has added many feature clouds, such as Field Service Lightning (FSL). FSL is a great tool for any company managing a fleet of on-site technicians or companies looking for scheduling efficiency. Here are a few features of FSL: Dispatching Console Mobile Technician App on iPhone and Andriod Work