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…
Tag: salesforce
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…
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…
Salesforce Lightning: Set Up Your Organization
Hi there! This tutorial will provide step by step instructions on how to customize and configure Salesforce to meet your organization needs. First, let’s review what custom objects and fields can do. Custom Objects: You can extend your organization’s data by defining custom objects. Custom objects are like database tables that store company information. Custom…
Salesforce Lightning: Create a New User
Hi everyone! This tutorial provides a video tutorial and step by step instructions on how to create a new user in Salesforce Lightning. Instructions: Step 1: Click on the Setup menu and select Users within the Administration category. Step 2: Click on the New User button. Step 3: Enter the first name, last name, alias, email address, username…