Updated Who Sees What Videos
The popular “Who Sees What” Video series has been updated for Lightning. #salesforce
The popular “Who Sees What” Video series has been updated for Lightning. #salesforce
Configuring Salesforce Duplicate Rules helps to prevent new duplicate records from being created. Duplicate records are a huge problem in Salesforce if you do not manage them carefully. They can cause serious problems for Sales, Service, and Marketing teams and can destroy the experience for customers. Note: Configuring Salesforce Duplicate Rules does not help identify…
There are some Salesforce records that can be classified as being “transient” – meaning they change from one stage to another over time. For example, Leads, Opportunities, and Cases are common examples. As the record progresses from initial creation to completion, additional information is added. This is where applying validation rules to enforce data entry…
Great tips on getting your Salesforce Admin certification by Rakesh Gupta (the Automation Champion). #salesforceadmns
You can now sort your Salesforce List Views by up to 5 columns — giving you faster, in-app data segmentation without exporting to Excel. Need to prioritize your sales pipeline? Try sorting Opportunities by Amount (descending) and then Close Date to focus on your biggest, most urgent deals first. A simple update, but a huge…
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
Salesforce User Access Policies will be Generally Available in the Summer ’24 release. Configuring these policies can make onboarding new users so much simpler. To use them, first you need to enable some settings. If you select the first one, the second one will be automatically selected. Next, click New User Access Policy. In this…
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Thank you for sharing great article related to salesforce. i want to contribute a article related to salesforce. how can i do please guide me.
Hi Manchun
Please feel free to email me the article or a link (daryl@certifycrm.com). If I think it is newsworthy I may include it in my monthly newsletter to all students or if a suitable training resource add a link to it in one of my courses. Alternatively you can post to LinkedIn or Twitter. Please note: I will not add a link advertising your Salesforce Training website (competition) but if you have something you wish to freely share then I will definitely consider it.
regards
Daryl Moon, CertifyCRM.com