Omnivo Digital

What do you think? Do you agree with our co-founder Adam Zuckerman that Flows should support Maps like Apex?

Talk about a win in the CG Cloud space! CG Cloud Account and Retail Store with associated related records all created with one data entry page, using Screen Flow. In response to our CG clients' need for a streamlined process to add retail stores in the field, we implemented a robust solution using Salesforce. We developed a user-friendly screen flow that enables field sales users to effortlessly input essential store data, automatically generating all necessary records for the new retail store to support visits. Additionally, we integrated an add-on flow that triggers an Apex Class for creating store products as needed, ensuring a seamless and efficient setup for new retail locations.

Unison, an innovative equity origination company with $1.6B in assets under management and one of our long-term partners, was hitting some growth roadblocks with its old platform. Ready for a game-changer, Unison teamed up with Omnivo Digital in 2018, and the results have been nothing short of amazing since then! We rolled out a Salesforce native solution, supercharging it with Sales, Service, and Experience Cloud to streamline everything from applications to post-closing. This digital makeover didn't just tweak the system—it turbocharged Unison's operational efficiency and performance, proving once again that tailored Salesforce solutions are the secret sauce for success!

Salesforce 101 Pro Tip: 🤼 List Views VS Reports 🤼 Training our new customers on Salesforce, there's always confusion around when to use list views VS reports, and what's the big friggin' difference anyways?! At a high level, here's one of the main differences: List Views: Quick access to filtered lists of records within a single object Reports: In-depth analysis and aggregation of data across multiple objects Overall: Use List Views for quick, task-oriented views and Reports for in-depth analysis and strategic decision-making!

A big congratulations to the team at Unison for their second DBRS-rated securitization! This achievement highlights the incredible impact of leveraging Salesforce for innovation and efficiency in the industry. Proud to support such a pioneering company in their journey. Here's to more milestones and continued success! 🚀🚀🚀👏👏👏

Meet Cortney Nardi, BS! Cortney, an all-star Salesforce Consultant at Omnivo Digital, is a true Renaissance woman whom customers love due to her determination, service, and dedication to Salesforce solutions. But that's not all... 📖 In her free time, Cortney loves to read and cross-stitch ☁ A tech-minded consultant at heart, she's most excited about Salesforce's Loyalty Cloud and Flow enhancements ✒ She's a published poet and can speak multiple languages conversationally (like we said... a true Renaissance woman 💁♀️ )

🔧 Salesforce 101 Pro Tip: Pinned List Views 🔧 Looking for an easy way to boost your productivity in Salesforce? Check out this quick Salesforce 101 Pro Tip that we always show new Salesforce users. -📌 Pin List View: Navigating to your favorite list view can be exhausting. Click the pin icon next to your most-used list view to make it your default view every time you open an object. -⭐️ Favorites for Dashboards: Add frequently used dashboards to your Favorites by clicking the star icon, and access them quickly from the Favorites drop-down menu. These features save time and simplify navigation, letting you focus on what matters most. Need more tips? Contact or follow us on LinkedIn!

Sing this to the tune of "My Favorite Things" 🎶 Raindrops on roses and whiskers on kittens, Automatically logged emails...AI-driven recommendations, Identified bottlenecks...prioritized high-value opportunities, And automated taaaasks. 🎶 Is this you?! Then you should probably be on Salesforce's Unlimited Edition 😂 If you'd like to find out about the specific benefits Unlimited Edition can bring to your org, shoot us a message!

Congrats to Chelsea Kung on her Sales Cloud Consultant Certification! Chelsea's one of Omnivo's newest team members and we can't wait to see what she's going to tackle next! 🥳 🥳 🥳

Welcome Miss Grass to the Salesforce World! We at Omnivo Digital are thrilled to announce our new partnership with Miss Grass, a pioneering brand that's redefining the cannabis experience. 🌿✨ Miss Grass is all about enhancing every moment of life, from Fast Times to Quiet Times, and everything in between. Their commitment to sustainability, quality, and community impact aligns perfectly with our values. Together, we will embark on an implementation of the Salesforce Consumer Goods Cloud. This collaboration will empower Miss Grass to master the platform while receiving strategic guidance and expert implementation from our dedicated team. Our goal is to support Miss Grass in optimizing their operations, deepening customer connections, and driving growth. Welcome to the Salesforce world, Miss Grass! We are excited to help you reach new heights and enhance the times of your customers' lives. With love + bud, The Omnivo Digital Team 🌿 #Salesforce #NewClient #OmnivoDigital #MissGrass #CannabisCommunity #CustomerSuccess #Innovation #Collaboration