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Bulk Upload Members To A Salesforce Chatter Group
Chatter is a Salesforce’s version of Twitter/X. Chatter allows Salesforce users to collaborate on records. Admins can create Chatter Groups to allow a group of…
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Salesforce Productivity: Workbench Tool
A Salesforce tool was recommended to me several years ago, and I have used that tool every week since in my Salesforce career. That tool…
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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…
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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)…
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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…
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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,…
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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…
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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…
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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…
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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…