Resources

Just started 2026 with meetings with client in Victoria (on Vancouver Island). A great way to start the year is meeting with clients, and friends, to see what is everyone thinking of doing in 2026. We are going to start to offer AI training to clients who want to know the pros, and cons, of … Continue reading “Starting 2026”

Our team recently completed a Cybersecurity Training Strategy Session. This allows our team to help identify what are the risks that companies may have (in the cyber/system/Internet world) and help to quantify those risks. From there, then we can work with other teams, including Client IT teams, to help protect against those risks!

The Float into the Clouds team has been working with a government health body to help them evaluate using Marketing Cloud within their current architecture. This project could help that health body migrate from postal mailings for reminders to sending emails and SMS’s instantly once results are available. As part of this proof of concept … Continue reading “Salesforce Marketing Cloud Proof of Concept”

Our team just completed the Salesforce Salesforce AI Certification. With this certification, but also first hand experience with a recent client, we are ready to help other organizations leverage Agentforce and the other impressive Einstein features in Salesforce.

Our team just completed the Salesforce Data Cloud Certification. With this certification, but also first hand experience with a recent client, we are ready to help other organizations leverage Data Cloud. With Data Cloud organizations can help consolidate multiple data sources into one cohesive source of data to be actioned on.

We recently had a client that wanted to move their complex Account Engagement setup into Salesforce only. That was because they had a lot of automations, and all of their emails were operational in nature, so they wanted to leverage the power of Salesforce to send the emails. This was instead of having to use … Continue reading “Migrating from Account Engagement (aka Pardot) to Salesforce”

A member of our team just completed the Salesforce AI Associate certification. While the certification itself is Salesforce focused, there is a lot of interesting learning materials that help people understand the ethical implications of AI and how it works. So if you are interested in AI (not Salesforce itself) and want to learn more … Continue reading “Salesforce AI Associate”

We work with one client that does seasonal hiring for various retailers. As such, with the Holiday hiring already getting ready, we have been working with the client to improve the screening processes they use to easier to use, within Salesforce.

We have been helping two different volunteer-focused firms on their membership drives, specifically in how to make them more efficient (i.e. less manual time) for driving new volunteer sign-ups. It’s exciting to help a volunteer focused organization get new volunteers joining their organizations!

Our team has been helping two different clients using Salesforce Financial Services Cloud. So, we figured we might as well get certified. We will provide the updates on this exciting adventure!

The Float into the Clouds team has been busy with a number of projects! This includes a new project for providing grants for Government projects. We have also worked on the following: * Building an integration between Salesforce and a Loan Approval System* Building an integration between Salesforce and a Recruitment Management System* Implementing a … Continue reading “Keeping Busy with Projects”

The team just completed an exciting project using Salesforce to help with Covid-19 relief efforts.  Recently a client came with the requirement to match businesses with one another who can help each other during this difficult time.  With a tight timeline of a few weeks to go live, the client needed a way to match … Continue reading “Helping with the Covid-19 Pandemic”

After successfully completing a Community migration project, the Float into the Clouds team was leveraged to build a new applicant management system. This applicant management system plugs in the Recruitment Marketing Platform Talemetry via API. From there, as a new applicant applies online, the Salesforce system then receives the applications and helps recruiters sort them. … Continue reading “Building New Recruitment System”

Float int the Clouds has been working hard over the past few months to condense four different Salesforce orgs that one client has, into one Salesforce org. This has been a challenge to do given the amount of different business processes and automations that are in four different orgs. However, the Float into the Clouds … Continue reading “Condensing Multiple Orgs”

The Float into the Clouds team has recently helped a client in the recruitment industry revitalize the experience for their Hiring Managers! Previously Hiring Managers would use the old Salesforce Portal technology to submit job openings and reviewing candidates. While the old portal technology, within Salesforce, was usable, it was not visually appealing. So, with … Continue reading “Building New Community”

The Float into the Clouds team is helping a client condense 15 different case submission forms into one.  This will make it easier for users by allowing them to only…

We have recently had a member of our team complete the Salesforce Certified Sharing and Visibility Designer.  This…

The Float into the Clouds team has been busy going into fall.  We are pleased to welcome two new clients.  Additionally, we have three large implementations under…

With recent changes to Salesforce’s Pardot certification, we are pleased to announce our team now has both the Pardot…

Float into the Clouds is helping two clients implement Salesforce in their organizations in March.  Presently Float into the Clouds is helping to use Process Builder, Approval Processes and Workflows for both of these clients.  This will help them migrate their business processes into Salesforce.

Float into the Clouds is helping an automotive/sport vehicle company introduce a module in Salesforce to manage their Delinquent Loans.  This module uses the Salesforce Service Cloud, Process Builder and Flow to automate the entire process in their call center.

Float into the Clouds was busy in 2016.  Some of the projects our team worked on included: Completing an Enterprise Salesforce Analysis (to determine what could be used better, what wasn’t being used, and where limitations and concerns were) Completing an integration between Google Analytics, Marketo and Salesforce so true cost per opportunity lead per … Continue reading “A Busy 2016”

Our founder, Jeff Summers, recently completed his Hubspot Email Specialist Certified.  With this new certification Float into the Clouds is able to help businesses implement Hubspot’s email solution.  Additionally, Float into the Clouds is already Hubspot certified.

Our founder, Jeff Summers, recently completed his 9th SalesForce certification. The newest certification, the SalesForce Marketing Cloud Consultant, solidifies his experience in implementing the Marketing Cloud!

Our founder, Jeff Summers, recently completed his 7th SalesForce certification. The newest certification, the SalesForce Marketing Cloud Specialist, solidifies his experience in implementing the Marketing Cloud and its various tools including Email, Journies and more!

Our founder, Jeff Summers, recently completed his 6th SalesForce certification. The newest certification, the SalesForce Certified Sales Consultant, solidifies his experience in implementing the Sales Cloud and its various tools including Quotes, Forecasting and more!

Float into the Clouds has seen a great article, by founder Jeff Summers, that explains an easy solution, any SalesForce administrator can employ. Read it and Contact Us if you have questions!

Float into the Clouds has recently implemented a new tool to help one of its customers calculate their commissions monthly. Rather than take 15+ hours a month to calculate the commissions owed, it now only takes an hour!

The Float into the Clouds team is helping a partner implement SalesForce’s ExactTarget solution for a major marketing organization. ExactTarget is a powerful tool that allows organization to send customers customized emails based on any data in their system. Furthermore, you can put customers in journeys where they will receive specific emails based on how … Continue reading “ExactTarget Implementation”

The Float into the Clouds team is off to Singapore and Hong Kong to help a travel agency go live on SalesForce. The strength of SalesForce is that it can be used in so many industries to help deliver value to businesses and reduce manual steps. And on site training is one of many ways … Continue reading “On Site Training in Singapore and Hong Kong”

Our founder, Jeff Summers, found a great article on how you can troubleshoot SalesForce.com Workflow Rules. Great for any administrator! Link: SalesForce Guru: Workflow Troubleshooting

See how our founder, Jeff Summers, found the SalesForce World Tour experience in London on The SalesForce Guru blog.

Float into the Clouds is off to meet one of its key clients in South London to discuss business for the next year. It is great getting to learn more about a clients strategy for the year and how Float into the Clouds can help.

Float into the Clouds is pleased to announce that they have been awarded with being a SalesForce Certified Consulting Partner. Given our extensive team experience and certifications with SalesForce we are now a Registered Consulting Partner. We would love to help you with your projects!

Float into the Clouds recently helped a partner conduct a Business Process Review with a luxury travel agency in Singapore.  Over the next three months the custom solution, built on the SalesForce.com platform, will be built and then an on-site training will be scheduled.  Float into the Clouds is excited to helping with this opportunity!

Float into the Clouds is helping a pharmaceutical recruiting firm implement an entirely new dashboard reporting tool.  Rather than having reports from 5 different tools – our client will now have one dashboard that summarizes the data from across all the data sets!  We are in New York right now launching it to the team … Continue reading “Building Dashboards in New York”

Float into the Clouds likes to ensure its customers succeed with any platform they are using.  As a result, we recently held a SalesForce Post Go-Live Engagement Session with one of its clients.  We went to the client’s site and spent 30 minutes per user group to answer any questions they have and help lay … Continue reading “On-Site Engagement Workshop”

2015 looks like it will be a great year for Float into the Clouds. There has been numerous discussions around projects for 2015! Be sure to let us know about projects you need SalesForce Consulting help with!

Float into the Clouds had a great first year! We helped to implement SalesForce in 6 different organizations. Additionally, we helped about 15 other organizations enhance their current SalesForce instance. Float into the Clouds is looking forward to an exciting 2015!

Float into the Clouds recently helped a UK-based Pharmaceutical Marketing organization go live with SalesForce today. All the users attended SalesForce and were pleased to see their data already imported, and de-duplicated, so that they could effectively start managing their sales pipeline starting tomorrow!

Float into the Clouds was pleased to help a London-based University launch their SalesForce system today! The users attended the training and were excited to see how they could use SalesForce1 (the mobile version of SalesForce.com) to start recording their interactions with prospective students.

Float into the Clouds is happy to announce a new UK client. Float into the Clouds will be helping a Pharmaceutical Marketing Advertising organization implement SalesForce.com for the Sales, Account Management and Marketing functions.

Float into the Clouds is pleased to be working with a Vancouver (BC, Canada) recruiting firm to implement SalesForce.com in their organization. They are moving from a BrightEdge system that isn’t meeting their needs to the SalesForce.com platform. This recruiting form specializes in helping placing teachers overseas. This is an exciting opportunity for Float into … Continue reading “Support a Vancouver Recruiting Firm Implementation”

Float into the Clouds has started working with a UK SalesForce.com partner specialising in the non-profit/charity sector in the UK. Float into the Clouds will be offering them consulting services on many existing SalesForce.com implementations they have done as well as helping manage a number of SalesForce.com implementations for them. This is an exciting opportunity … Continue reading “Assisting UK SalesForce.com Partner”

Float into the Clouds is pleased to launch its new website. Our new website includes more details about what we do, but also is designed to work on Mobile!

Float into the Clouds is working with a University in the UK to implement SalesForce.com.  They were previously using Microsoft Dynamics and are making the move to SalesForce.com!  Float into the Clouds will be helping them achieve that goal and system changeover.

Did you know there are over 100 different SalesForce user groups!  We recommend you one if you’re using SalesForce.  They will help you learn more about SalesForce, but also meet like-minded users.   Or if you are using any system, there is likely a user group for them locally.  User Groups are a great way … Continue reading “SalesForce User Groups”

Float into the Clouds is an official company now!  We finally decided on a name after doing work like this for many companies before!  We specialize in software implementations and technology consulting and would love to help you!