Data Import Wizard Data Import Wizard allows you to import data for standard Salesforce objects such as accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import […]
Process Builder vs Workflow
What is the business value of using Process Builder versus Workflow? Process builder automates your business processes and provides a visual flow as you are creating the process. There are […]
Apex Triggers
Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on Salesforce servers along with calls to the API (Application Programming Interface). […]
Salesforce CPQ (Configure, Price, Quote)
Salesforce CPQ takes the complication out of selling product offerings by creating pre-made product bundles for sales reps to choose from. Bundles provide sales reps with the ability to create […]
Salesforce DMP
Data Management Platforms or also known as DMPs have two main functions: The “data in” function The “data out” function The “Data In” Function Each computer and browser you use (Chrome, Internet […]
Business Process Automation
How do you decide on which automation tool to use? Salesforce provides several tools to automate repetitive business processes. Approvals Process Builder Workflow Flow Builder Record Approvals Example: A manager […]
Salesforce Lightning Dashboard Themes and Palettes
Adding a customized color to your dashboard gives it personality and brings it to life! You can choose either a light or dark theme and one of 14 color palettes. […]
Create a Lightning Experience Dashboard
What is a Dashboard in Lightning Experience? Dashboards can provide a visual display of trends, quantities, and also able to measure the impact of their activities. The data from dashboards […]
Reports in Lighting Experience
What is a Report in Lightning Experience? A report is a list of records (opportunities, accounts, leads etc.) that meet the criteria that you define. Lighting Report Builder is a […]
Salesforce Lightning: Create and Customize List Views
List views allow you to see a filtered list of records, such as contacts, accounts, or custom objects. For example, you can customize list views to only see a […]