#salesforce

Matt Nierman

Aug 14, 2018
2 min

Affordable Surveys in Salesforce using Google Forms and Zapier

Gathering survey data in Salesforce from leads, donors and customers is a common request that we encounter at Summit Technologies. With an integration from Google Forms via Zapier, data can be delivered directly into your Salesforce org for a price that non-profits and small businesses can afford. The Google Forms Advantage By now everyone reading this blog over the world wide web should be familiar with Google’s Gmail (email), Google Docs (documents) and Google Sheets (spre

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Mike Leibrand

Jul 20, 2018
2 min

Mike Leibrand earns Salesforce Certified Application Architect credential

Mike Leibrand, founder and managing partner of Summit Technologies has achieved the rare and prestigious Salesforce Certified Application Architect credential on July 20 of 2018. At the time of the award, there are fewer than twelve other Application Architects in the state of Ohio and fewer than 720 nationwide. To be awarded the credential, an individual must a demonstrate a deep understanding of native Salesforce features and functionality, as well as the ability to model a

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Mike Leibrand

Jan 15, 2018
1 min

Salesforce Spring '18 Highlights

We at Summit Technologies have read through the release notes for the Salesforce Spring '18 release (438 pages!) and here are some goodies we discovered and are excited to share with our clients! New cosmetic themes for Salesforce Lightning. No more boring, vanilla looking Salesforce orgs- change to color schemes that match your branding! Save and reuse text snips that you use frequently with Quick Text and Macros for Lightning. Opportunity Splits are now available in Lightni

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Summit Technologies announces partnership with FormAssembly, a popular Salesforce app

Mike Leibrand

Nov 26, 2017
1 min

Summit Technologies announces partnership with FormAssembly, a popular Salesforce app

ummit Technologies has entered into a partnership with FormAssembly, a hugely popular app that allows companies using Salesforce to publish

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Mike Leibrand

May 16, 2017
2 min

Salesforce Gone Bad

We see a lot of different Salesforce orgs from a wide range of companies. And a surprising number of them are, to use a technical term, are

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Does your Salesforce need a Health Check?

Mike Leibrand

Mar 12, 2017
2 min

Does your Salesforce need a Health Check?

How can you tell it is time for a checkup for your Salesforce implementation? There is not any one tell-tale sign that your Salesforce might

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Using CRM to Facilitate Fundraising For Nonprofits

Mike Leibrand

Feb 8, 2017
3 min

Using CRM to Facilitate Fundraising For Nonprofits

Fundraising for nonprofit organizations is similar to sales in for-profit companies. The same best practices that apply to companies apply t

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Summit Technologies offers Salesforce QuickStart program

Mike Leibrand

Jan 14, 2017
1 min

Summit Technologies offers Salesforce QuickStart program

Summit Technologies has launched a program aimed at helping organizations new to Salesforce get up and running quickly. The program has six different packages that vary in price and features, but all of them are designed to take only two or three weeks to complete, allowing organizations to maximize their ROI and capitalize on their excitement about adopting the industry leading CRM. All packages in Summit's QuickStart feature up-front pricing and bundle common features toget

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Mike Leibrand

Jan 13, 2017
3 min

Salesforce Gets Artificial Intelligence

Einstein is the new Salesforce Artificial Intelligence Coming in Spring of '17, Salesforce's Einstein is an exciting new artificial intelligence that is baked into the Salesforce platform. Einstein is like having your own data scientist dedicated to bringing AI to every customer relationship. It learns from all your data — CRM data, email, calendar, social, ERP, and IoT — and delivers predictions and recommendations in context of what you’re trying to do. In some cases, it ev

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Mike Leibrand

Oct 11, 2016
1 min

Salesforce App Builder Practice Exam Links

Here are some links to practice exams for the Salesforce App Builder certification. Bear in mind that most of these questions are somewhat easier than the actual exam, and the material may be a bit dated. http://www.chicagosfdc.com/salesforce-com-developer-certification-practice-exams/ http://www.salesforceben.com/dev-401-quiz/ http://www.salesforceben.com/certified-developer-mock-exam/ http://www.proprofs.com/quiz-school/story.php?title=salesforce-dev-401-mock-exam #AppBuild

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Mike Leibrand

Oct 11, 2016
1 min

Summit Technologies is now a Salesforce Partner

Summit Technologies is pleased to announce that we have joined the Salesforce Partner Program. This partnership will give Summit Technologies access to the extensive resources of the Salesforce Partner community, allowing us to better serve our clients and team of developers and Salesforce specialists. #Salesforce

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Mike Leibrand

Oct 2, 2016
1 min

Preparing for Salesforce App Developer Exam

This is an excellent article that explains recent changes in the Salesforce Developer Certification exams and how to study for the App Builder exam. http://salesforcememo.com/2016/09/05/how-to-prepare-for-and-pass-app-builder-exam/ #Salesforce #AppBuilderCertification

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Mike Leibrand

Sep 30, 2016
1 min

Passing the Salesforce App Developer Certification Exam

Salesforce Trailhead is the best place to acquire the knowledge needed to pass the certification exams. Trailhead makes learning fun by breaking it into small chunks and providing points and badges as you complete the modules, Trails and Projects. The following Trails and Projects are the ones that I have identified as providing the information needed to pass the certification exam as of June 2016: https://trailhead.salesforce.com/trails Expand Your Reach with Communities -En

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