March 2023
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What Is The Salesforce Waffle?
Towards the top-left corner of every Salesforce page, you’ll see this icon: What do you call this thing? This icon is actually called the App…
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My 5 Favourite Salesforce Shortcuts
Did you know that Salesforce has shortcut keys? These are simple keystrokes that perform useful Salesforce actions. I use shortcuts a lot to work more…
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Intro to Einstein GPT
I’m a big fan of using Artificial Intelligence (AI) to help small and medium businesses grow and retain customers. You’d have had to have been…
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How To Use Kanban Display In Salesforce
The Salesforce Kanban view is a visual representation of data in a Kanban board format, which is commonly used in agile project management methodologies. In…
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How To Get Started With A Salesforce Bot To Support Your Customers
Hello there bot-fans. Have you considered creating a Salesforce bot to help support your customers? It’s a great thing to start with and to build…
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To Do List On The Salesforce Utility Bar
With the Winetr ’23 Release of Salesforce we can now add a ‘To Do List’ to the handy, and much underappreciated, Utility Bar. The Utility…