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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…
Problem: Salesforce Opportunities often get stuck at certain stages, and it’s challenging to visualize where they become stuck. Solution: Create an event every time the Opportunity changes stage with a simple record-triggered flow. Install the Free Salesforce Labs Time Warp component to display these events in their own tab on the Opportunity Lightning Record Page….
It’s the old adage: “How can I get experience if I don’t have a job, but I can’t get a job without experience?” Having certifications is only part of the story, you need the experience to back them up. Projects are a great way to get that experience; you can create your own developer org…
Too many sales teams rely on the raw Opportunity Amount field when forecasting, and it can create a false sense of security. The Amount field alone doesn’t reflect the actual likelihood of closing the deal. A better approach is to focus on the weighted value. Multiply the Opportunity Amount by the Probability to get a…
Part 2 of our transition to flow where you get to build a complex flow for customer feedback.
Today we have released a brand new course – Salesforce Associate on our new learning platform at certifycrm.com This 100% free and 100% online course will prepare you for the Salesforce Associate exam. This is the ideal entry point to a new Salesforce Career. We will take you through all the Salesforce clouds by combining…
