Reduce your Maintenance Headache by using Global Picklists Speak to a Cloud Professional Traditionally, Salesforce users had to use the Picklist field by creating custom fields (Picklist or Multi-picklist) for different objects, ensuring that they have the same Picklist value. This process was manual, error-prone, and repetitive – not something any Salesforce Administrator would prefer.To …
by admin Refine your customer feedback strategy with Salesforce Surveys Speak to a Cloud Professional As a brand, you always try to offer what’s best for your customers. But do your customers also think that? It is important to know what your customers think about your business or are they really satisfied with what you’re offering. Such …
by admin You’re a Salesforce GREEN BELT now: Take a break and wrap up your backlog Speak to a Cloud Professional So you’ve made it this far – great going! You’ve learned a lot about Salesforce that would increase your productivity. Let’s look at the ground you’ve covered. You learned about: Sharing your Salesforce access with customers …
by admin Create Roll-Up Summary Fields and Calculate Aggregates Speak to a Cloud Professional Any Salesforce user would know that formula fields can calculate dependent values by pulling data or independent values entered into other fields for the same record. But what about calculating dependent values from related records? That’s where you would need roll-up summary fields. …
by admin Get free strategy and consultation for Salesforce Speak to a Cloud Professional I’m pretty sure you’re using Salesforce and things are going smoothly. But we’ve seen that business users often need specific out-of-the-box capabilities, automation, and customized processes to keep pace with competitors. In our initiatives to promote better Salesforce usage as a Platinum Partner, …
by admin Report on Historical Data with Reporting Snapshots and bring all your Past Trends to life Speak to a Cloud Professional If you are an active Salesforce user, it would be common for you to use Salesforce Reports to view the data of your business. When you do so, it would only show you the most …
by admin Integrate Salesforce to any 3rd Party Application with Zapier Magic Speak to a Cloud Professional According to a 2019 Slack survey, 76% of workers are now using more apps than they tend to used five years ago. While in broad strokes, this can be considered positive for today’s businesses, inefficient app usage can have a …
by admin Learn why everyone is migrating to Lightning Web Components Speak to a Cloud Professional Better performance, user experience, and security are the key parameters to keep in mind when pursuing innovation in tech.Along these lines, the most exciting development in the last few years was the release of Lightning Web Components by Salesforce which is …
by admin 5 Best AppExchange Apps to bring in Sales Productivity Speak to a Cloud Professional Sales team productivity has always been a constant topic of conversation in the industry — and for a good reason.According to the third edition of Salesforce’s State of Sales report, sales representatives tend to spend only 34% of their time actually …
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