Nathalie Coles

Nathalie Coles

Nathalie is a CRM Analyst at Sercante with four years of experience working with Sales & Service Cloud. When she's not working, she can be found watching Rugby Union, reading or listening to a true crime podcast. Nathalie enjoys learning from her fellow Sercantians and improving Salesforce processes.

Link to posts

How the Salesforce Integration User Saves Licenses for Real Humans

Salesforce is introducing something pretty exciting for orgs that have little wiggle room while assigning licenses to Salesforce users. A new type of license called “Salesforce Integration User” is...

May 17, 2023 | By Nathalie Coles

How to Create Custom Salesforce Round Robin Processes

One of the most common assignment needs for Salesforce leads and cases is to circulate these via a round robin assignment process. But assignment in the marketing, sales or...

February 16, 2023 | By Nathalie Coles

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