Straight from the mouth of the product manager for Salesforce Optimizer, here is an intuitive introduction of the all-new Salesforce Optimizer App. Optimizer is an interactive way to review and implement expert recommendations for maintaining your organization's implementation of Salesforce. The best part? Optimizer doesn't require you to install a package. Instead, enable the app, […]
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Salesforce Chrome Update Attention all Google Chrome and Salesforce users, prepare for the Salesforce Chrome update. Coming February of 2020, Google will be releasing an update deemed Google Chrome 80. As a result, changing the behavior of cookies within your browser. Not a Chrome user? Keep reading because Mozilla Firefox and Microsoft Edge are following […]
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Dashboards and Dynamic Dashboards in Salesforce Lightning Built with source reports, filters, and components, dashboards are a great way to visualize your reports in one place. With dynamic dashboards Salesforce transforms views from user to user. You’ll hear again and again how customizable Salesforce is and that’s because it’s true! Choosing data sources and create […]
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Build Comprehensive Salesforce Lightning Reports At its core, Salesforce is a database of user and customer information. Get the most out of this valuable information with Lightning reports. The Difference Between Lightning and Classic Salesforce Report Types As times and technology change, so do the user interactions with the products they use and the way […]
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About Salesforce Process Builder Using Salesforce’s Process Builder is one of the most powerful tools in an administrator’s arsenal. It allows you to automate your organization’s business processes to save time and prevent user errors. Its use case is very similar to that of Salesforce Workflows, but is a more robust and highly customizable solution. […]
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Many organizations don't realize that Salesforce puts a cap on the storage of files and data within all Salesforce instances. And unless you have monitoring systems or protocols in place, you may not know you're near the cap until it starts to affect your business workflow. In this post... What happens when you run out […]
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Salesforce Lightning is a great tool for managing your business processes. In order to do this effectively, record types and business processes for your objects should be created to customize what user profiles can see and use for a particular process. When you tie these in with Salesforce Lightning Path, you can create a robust […]
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What is Salesforce Path? Salesforce Path is a visualization tool, used on objects, to help guide users along a Path to a final destination. Path is only available in Salesforce Lightning. It provides 5 key fields and a Guidance for Success for each section under the Path stages to provide the guidance users will use […]
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