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 data for custom objects as well. With the Data Import Wizard, you can import up to 50,000 records at a time. You can import data…
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 three types of automation processes that Process Builder supports. A record change process starts when a record is created or updated. An event process starts…
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). Apex syntax looks like Java and acts like database stored procedures. Apex allows developers to add business logic to most system events, including button clicks,…
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 accurate quotes fast. CPQ Bundles When sales reps create a quote, they have to choose a product and some products have to be sold with…
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 Explorer) comes with a unique cookie that tracks your online behavior. Data on your mobile phone is also monitored and tracked by cookies. Cookies are…
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 needs to approve an employee’s time off for vacation. When the employee submits the request, the manager needs to receive the request. To automate this…
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. Themes and color palettes helps you organize the data on your dashboard. For example, you can highlight a set of summary metrics by choosing a…
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 can also be managed from reports by using charts, tables, and metrics. One reason to use a dashboard is to provide a focus for your…
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 tool used to analyze Salesforce data. To obtain the data that you need, the Lighting Report Builder is able to do the following to records:…
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 certain type of opportunity, lead, account, contact, campaign, dashboard, or even a custom object. A Salesforce Administrator is not needed to create a list view…