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Silo Connectors Blog

Learn how to maximize Salesforce with tips, tutorials, and insights from Certified Salesforce Experts.

Introducing The Salesforce Optimizer App

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

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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Build Salesforce Dashboards

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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How to Create a Report in Salesforce Lightning

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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Salesforce Process Builder and How to Use it

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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Understanding Salesforce Storage Types and Allocations

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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How to Create Record Types in Salesforce and Business Processes

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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How to Implement Salesforce Path in Lightning

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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