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 […]
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. […]
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 […]
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 […]
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 […]
