Auto Create Complex Excel Workbooks

At one of our clients the Customer Success Managers (CSMs) were spending hours each week manually assembling Salesforce reports into Excel files for their clients. This reporting was far from simple. It included multiple tabs, conditional formatting, charts, graphs, and highlighted data. As the company’s customer base grew, so did the requests for new data…

Home-Based Healthcare: Customized Salesforce Field Service Solutions

Home-based healthcare providers face unique scheduling and operational challenges, particularly when managing multiple patient appointments within the same household. Cloud Notions recently partnered with a leading home-based primary care provider to deploy Salesforce Field Service (Home Health), delivering a customized solution that streamlined appointment scheduling, optimized dispatching, and seamlessly integrated with Athena Health’s EMR Appointment…

Seamless Healthcare: Connecting Salesforce Health Cloud with Athena Health EMR

Cloud Notions recently completed a transformative integration between Salesforce Health Cloud and Athena Health EMR, enabling seamless two-way communication for patient registration and appointment scheduling. This integration eliminates redundant data entry and ensures real-time synchronization between systems, providing healthcare organizations with a more streamlined workflow.

Protect Your Business: The Importance of CRM Backups

When it comes to managing customer relationships, businesses rely on Customer Relationship Management (CRM) systems like Salesforce. These systems hold mission-critical data, such as contracts, license information, employment history, orders, shipments, credit card information, patient records, and other sensitive data. However, many businesses do not consider the importance of backing up their CRM data until…

Pardot Connector Tip: Sending Lead Assignment Emails

Pardot (aka “Marketing Cloud Account Engagement”) is a powerful marketing automation tool. When Pardot is integrated with Salesforce, it becomes even more powerful, allowing for seamless communication between sales and marketing teams. However, there is a little-known issue with the standard Pardot-to-Salesforce connector user that can cause problems with email notifications for Salesforce Lead Assignment…