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PORTFOLIOSERVICES

Data Import Wizard

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 […]

Posted on November 23, 2019November 28, 2019 by Shantelle Smith Continue reading

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 […]

Posted on November 8, 2019 by Shantelle Smith Continue reading
Apex Triggers

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). […]

Posted on March 23, 2019November 8, 2019 by Shantelle Smith Continue reading
CPQ

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 […]

Posted on February 4, 2019November 8, 2019 by Shantelle Smith Continue reading

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 […]

Posted on February 3, 2019November 8, 2019 by Shantelle Smith Continue reading

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 […]

Posted on January 28, 2019November 8, 2019 by Shantelle Smith Continue reading

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. […]

Posted on January 19, 2019November 8, 2019 by Shantelle Smith Continue reading

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 […]

Posted on January 19, 2019January 21, 2019 by Shantelle Smith Continue reading

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 […]

Posted on January 12, 2019January 19, 2019 by Shantelle Smith Continue reading
List View

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 […]

Posted on January 5, 2019November 8, 2019 by Shantelle Smith Continue reading

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  • Apex (1)
  • Business Process Automation (2)
  • CPQ (1)
  • Customization (3)
  • Data Management (1)
  • DMP (1)
  • Lightning App (1)
  • Marketing Cloud (1)
  • Reports and Dashboards (3)
  • User Management (1)
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