Codleo Consulting - Salesforce Platinum Partner

“Excellent customer service is the number one job in any company! It is the personality of the company and the reason customers come back. Without customers there is no company!" -  Quote by Connie Edler  Salesforce is a piece of cake. Well, not for everyone. With its intricacies and many features, it is best left to a professional company (ie licensed partner) to run it so that your business gains optimally. If you are still not convinced, here are 6 reasons for hiring a support services vendor like Codleo Consulting. So, let's read today’s blog and convince ourselves.  The top 6 reasons why one needs Salesforce Support Services are:  User training - Salesforce Support Services includes providing customized and engaging training programs/modules for various teams or departments. The services of Salesforce Support Services in India include supervision of the various owners and rectification of any issues/mistakes which may come up along the journey.  Better im...

Businesses seeking to onboard a PM tool for their teams are spoilt for choice as so many are currently available in the market. So how do you know which is right for you? Tough call to make, right? To help our growing community, we have put together some handy tips that guide you in the right direction.  Evaluation of different apps is based on the following criteria:  User Interface (UI) - The ideal project management app mandates a UX that updates constantly, can be personalized based on client needs and organizes communication processes. Users should be able to identify & use collaboration functionalities simply, irrespective of the complexities involved. Features like a drag-and-drop interface, fields that can be personalized, and an interactive board view are bonuses.  User friendly - Project teams are always running against the clock unfortunately as they have many moving parts, therefore their PM app should be very user-friendly with a support department that ...

Salesforce admins whether working for a licensed partner or employed in a firm have lots to do and many responsibilities. Among the many responsibilities are some that have nothing to do with the CRM tool itself. Managing excel documents with their data is one of these. In this blog, we glance at some tips that all Salesforce admins should be aware of when beginning their careers.  Below are the top tips every admin should know:  Searching for duplicate entries. Dirty data is not what any company needs in its repository. And duplicate information is an essential component of dirty data. It’s always a good idea to scan the data in excel to weeding out duplicate entries. Let’s see how. Start with highlighting the column you want to find duplicates in, click on Conditional Formatting and then Highlight Cells Rules, ending with Duplicate Values. Press OK. You will get the results (and duplicate entries, if any).   Search for entries that contain. Having data in your list...

 CAREER OPTIONS IN THE SALESFORCE Hello you all. For all those who wish to enter the exciting universe of Salesforce INC or looking to reskill/upskill to have a career makeover, this is the blog for you.  In it, we explore how Salesforce has so many career paths that you can take and even switch over to once you are firmly found a secure footing. One of the best things about the Salesforce ecosystem is the huge scope of opportunities, traversing roles, and nature of companies. You can begin your career as an Admin, moving on to Consultant, to Developer, to Architect, to Solution Engineer, to Chief Revenue Officer, or a different trajectory.  Careers can be made in a host of businesses, End-users, Consultancies (SIs), AppExchange Companies (ISVs), Salesforce offices worldwide, as well as Salesforce Product Development Outsourcers (PDOs). Each profile and each company have their own varied characteristics that you can select to match your lifestyle, choices, & career ob...