Working on winning an account often requires the involvement of multiple people in your company – many of whom may be using Salesforce. While each account has an owner, Salesforce Account Teams will give a group of users access to the account. Read More
Once you have finished getting all your data into a CRM like Salesforce, reporting becomes then next important task to tackle. There are several different types of reports you can generate and this blog will cover creating joined reports in Salesforce. Read More
Auto response rules can help set your relationship with a lead off on the right foot. They let your lead know you have received their submission (from a webform or somewhere else) and eliminates the fear that they have just fallen into a black hole. Read More
Many sales leaders monitor pipelines on a regular basis and want to be able to focus on the the opportunities that have changed. Luckily now you can look at your Salesforce pipeline and see these changes at a glance. Read More
Salesforce dashboards offer great visuals of your data. For many people these images tell the story of your results much better than a report. The good news is that you can now now download the dashboard images! Read More
Until recently, manual sharing in Salesforce was not available in Lightning. Instead you had to switch back to Salesforce Classic in order to share a record. Starting earlier this year with the Spring ’21 release, Saleforce changed this and you can now manually share records in Lightning.
Sometimes a contact works with more than one account and you are probably left struggling with how to make this work in Salesforce. Luckily you can set up contacts with multiple accounts in Salesforce. Read More
When you have a list of records to update in Salesforce, it can be cumbersome to keep navigating back and forth between the list and the record. It would be much easier if you would work with both at the same time. Split view in Salesforce Lightening will help you do this! Read More
With Salesforce Dynamic Forms, you can streamline the fields that are visible based on how other fields are filled in. And, you can do this all from the Lightening App Builder rather than going into the page layout editor. Read More
While you can switch to Classis Salesforce and use the Mail Merge functionality from there, you can easily add a custom button to the Account or Contact object layout to open within Lightning. Read More
