A Salesforce lookup field is one of the many different kinds of field types available to you. When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values. They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few. LookUp fields can also use filters to drill down on specific data to display in the picklist or they can be based on the value of another field, or a combination of both. Read More
Salesforce inline editing for reports allows you to review a report and make changes in real time. This can be very convenient since you don’t have to go into the records to make the updates. Read More
A Salesforce picklist field is a great way of keeping data consistent. By allowing only specific values; reports and processes run smoothly. You can be even more consistent by setting a default value that will pre-populate the field on the screen. For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read More
Sending Salesforce email blasts is an easy way to communicate with a number of contacts at one time. You can still personalize these emails using merge fields. Read on to learn more.
There are many things you can do with Salesforce profiles. When you give users a profile you can customize what they see and can do in Salesforce. Profiles can be used for groups of users such as Admins, Sales Reps, Operations, etc. A profile can also be created and assigned to each user for even further customizations. Read More
The Salesforce Kanban view are a nice feature if you want to visually view your records and be able to sort them easily. Read More
A Salesforce Person Account can be helpful when your business has a B2C component to it. Read More
Very often we create Salesforce dashboards for a broad audience. However, many users want to be able to drill down and see the data that is more relevant for them. This is where interactive filters come in handy.
Did you know you can change the colors in your Salesforce dashboards? You can do this using dashboard palettes.
A Salesforce approval process is a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intervention to make it active. For instance, you may want to have an opportunity “approved” if the value is over $5,000. Maybe a quote or the win could also be limited to an approval. What’s really nice is that the option to add the approvals as a related list is also there so you can see the history of the particular record.
