The CRM Consultant
Free advice to help you get the most from your CRM system and to grow your business.
My #1 Recommended CRM System
Pipedrive is a sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.
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Salesforce Dashboard Properties – View Dashboard As
If you’ve ever created a Dashboard in Salesforce, you’ll have come across the Dashboard Properties option from the cog – see below. Click on the cog and you’re presented…
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Salesforce Case Reporting – What Do All The ‘Show Me’ Options Mean?
Salesforce allows users to report on Cases in many useful ways. If you create a report that uses the Cases Report Type (see image below) then you’ll be presented…
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Sending Salesforce Survey Invites To People Outside Your Organisation
Salesforce Surveys are very easy to create and can be shared with users inside and outside your organisation. Once a Survey has been created it can be tricky for…
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Blue Dot Against Fields On A Page Layout – What Does It Mean?
You may have noticed that there are certain fields on a Salesforce Page Layout that have a blue dot at the front. For example, Name, Related To and Due…
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How To Make The Chatter Component Available On Lightning Pages
You may have created a new Lightning Page for a Salesforce object and found out that the Standard Chatter Components just aren’t an option. There’s No Chatter, Chatter Feed,…
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How To Import And Export Salesforce Flow Templates
If you are a Salesforce user, you might be familiar with Flow, a powerful tool that lets you automate business processes without writing code. Flow allows you to create…
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Salesforce S Summer ’23 Release Notes For Flows
Salesforce ’23 Release Notes: What’s New for Salesforce Flow Salesforce Flow is a powerful tool that allows you to automate business processes and create engaging user experiences without writing…
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All About The New Sales Representative Certification
If you are a sales professional who wants to demonstrate your skills and knowledge in using Salesforce to manage your sales pipeline, close deals, and grow your business, you…
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How To Import And Export Salesforce Flows To Your Salesforce Org
Salesforce flows are a powerful tool to automate business processes and workflows without writing code. Flows can be created and edited using the Flow Builder, a graphical interface that…
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How To Create A Free Salesforce Developer Org
Salesforce is a cloud-based platform that provides various tools and services for businesses to manage their customer relationships, sales, marketing, analytics, and more. A Salesforce Developer Org is a…