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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…
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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…
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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…
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How To Personalise Your Nav Bar On Salesforce
When you open up Salesforce you will see a list of tabs along the top. But you may want to move some tabs around so…
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Show Table Totals In CRM Analytics
When creating tables in CRM Analytics Widgets and Lenses, it’s possible to add Totals to rows and columns – it’s just not always obvious where…
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How To Hide The Row Index Column In CRM Analytics
So you’ve created a fabulous Values Table in CRM Analytics within a Lens or Widget, but you can’t get rid of the annoying index column…