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How To Create Salesforce Reports To Show Files/Documents/Attachments
Salesforce is a powerful platform that allows you to store and manage various types of data, including documents. Documents are files that you can upload…
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How to Use Salesforce’s Action Plans and Action Plan Templates to Boost Your Sales Performance
We can be in no doubt that Salesforce is a powerful CRM platform that helps organisations manage customer relationships, track sales pipelines, and automate workflows.…
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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…
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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…
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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…