The Salesforce Path is fantastic as a quick visual for users to see the current stage or status of a Salesforce record. To take a look at Paths in detail…
Posts published in “Salesforce”
Salesforce NPSP, or Non-Profit Success Pack, is a set of customized features and tools that help non-profit organizations manage their fundraising, programs, and operations on the Salesforce platform. NPSP is…
Salesforce PRM is a software solution that helps businesses manage their partner and channel relationships. It is designed to streamline the processes of recruiting, onboarding, training, marketing, selling, and rewarding…
Salesforce is a powerful platform that allows you to manage your customer relationships, sales, marketing, and more. One of the features that Salesforce offers is the ability to create matching…
Global picklists are a feature in Salesforce that allows you to create and manage picklist values that can be shared across multiple fields and objects. A picklist is a field…
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 and attach to records, such…
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 of…
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 on…
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 Salesforce…
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 love…