Salesforce Marketing Cloud Tips
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Using Parent Campaigns in Salesforce
Salesforce is not just about Sales and Service. Salesforce is a powerful marketing platform as well, allowing you to manage your marketing and sales activities in one place. One…
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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 Launcher, see below. Click…
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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 effectively and efficiently in…
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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 on a desert island…
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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 Salesforce, the Kanban view…
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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 out over time. Customers…
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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 Bar can be added…
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How To Add A Cross Filter To Salesforce Reports
Cross Filters are very useful for creating focused reports in Salesforce. Cross Filters allow Salesforce reporting based on primary-secondary object relationships. Plus Cross Filters allow additional filters on the…
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Do You Like It Comfy Or Compact?
It’s a bit tucked away, but did you know you can easily change the layout of Salesforce pages? And this can be configured by each user? Salesforce allows users…
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Salesforce Display – Comfy or Compact?
Do you miss the old Salesforce Classic pages? Or do you like to have lots of space on your screen? Or alternatively, do you want to cram lots of…
