Salesforce formulas derive their value from other fields, expressions, or values. They can be used in a number of contexts, including custom fields for auto-calculating values, criteria for data validation and workflow, and Visualforce pages. Read More
Did you know that you can “comment” pick-list items to help your users select the correct entry?
Did you know that you can filter and sort your History and Pending tabs like you would an Excel sheet?
Tagging contact records is a way to hand-pick multiple contacts to perform certain operations. Tagged records are treated the same as an activated filter or group.
One way to automate your business processes is with Workflow Rules. If you schedule tasks after another task is completed or scheduled, rules are the way to go! Workflows let you trigger on both Events and Tasks. If the criteria for the trigger is met, an action takes place. Read More
One way to automate your business processes is with Workflow Rules. If you schedule tasks from field data updates, rules are the way to go! Workflows let you trigger on almost any Salesforce Object. If the criteria for the trigger is met, an action takes place. One of the available actions is to schedule a task. Read More
One way to automate your business processes is with Workflow Rules. If you send Email Templates from field data updates, rules are the way to go! Workflows let you trigger on almost any Salesforce Object. If the criteria for the trigger is met, an action takes place. Read More
We all need ways to interact with our clients, should it be via a website, client portal, email, and phone. Having a form integrated with your website is an optimal way to generate new leads and keep your existing customers engaged. With so many options out there it can be overwhelming, especially where cost is a concern! Zoho Forms is a great app and comes included with Zoho One. But what if you only have CRM and don’t want to purchase Forms on top of that? Fortunately, our friends at Zoho thought about that and Zoho CRM webforms let you build webforms inside Zoho and made it seamless to funnel that information right into your records! Read More
Though it may have taken some getting used to, it’s hard to deny that the Dynamics 365 unified interface is a massive improvement over the classic interface. Granted, there is still lots of room for improvement, and there are still some kinks and bugs that need to be worked out, but the new experience is overall a better one. However–if you have any filtered lookup fields on your forms, you may have noticed that by default, it shows a short list of “recent records” instead of filtered records! There are two ways to fix this. Keep reading to learn more!
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Good news, folks! The search function in Microsoft Teams has never been easier. You can now navigate to any chat or channel, and press Ctrl+F (Windows users) or Cmd+F (Mac users). You’ll notice the global search bar at the top change slightly: Read More
