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Salesforce reports are one of the platform’s greatest strengths. They give teams visibility, support decision-making, and turn raw data into insights the business can act on. But over time, something almost every Salesforce organisation experiences begins to creep in: Report sprawl. How report sprawl quietly takes over your org Most Salesforce report clutter does not…
5 steps to a Successful Salesforce Career: Getting your first Salesforce job or improving your career prospects is important. Step 1 – Learn Objective: Get Skilled The first of the 5 steps to a Successful Salesforce Career is to learn the Salesforce product you want to become skilled at. You can do that on your…
I had a challenge today at work. I needed to display a list of Open Opportunities and Open Cases for any given Account. The aim was to give an account manager a quick view of what Opportunities and Cases were currently in progress for the Account before they touched base with their key contact. At…
This hands-on course takes you through the steps a consultant would cover to deliver a new Sales Cloud implementation for a client. We identify the business requirements and pain points and chapter by chapter we set out how to solve them by implementing features of Sales Cloud. Covering all the curriculum for the Salesforce Certified…
So who doesn’t want a free merge tool for Salesforce? Yep 100% free, no strings attached. Cloud Answers have a tool that allows you to merge records just like we did with classic (but in Lightning)! Get it here: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcyysUAB Manual Merge In this Free Merge Tool, The Manual Merge function is just like the…
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….
