In this video, we will cover how to create a list view in Salesforce. List views allow you to filter out records based on any field that we have access to. List views are used to quickly...
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Daniel Gonzalez
How to Trigger a Task to Asana from a Salesforce Case
Connect Salesforce and Asana The Salesforce and Asana integration is available to Asana Business and Enterprise customers who have the Salesforce Enterprise, or Unlimited accounts. While it is...
How to Use Global Actions in Salesforce
What are Global Actions in Salesforce? How can you use them? In this video, we will cover how to use Global Actions in Salesforce. Global Actions in Salesforce allow users to log call details,...
How to Send List Emails in Salesforce
How to Send List Emails From Salesforce A list email allows you to email to an individual email to each recipient in a list instead of one email to the entire group. So you can send individual and...
How to Monitor Pipeline with a List View in Salesforce
How to Monitor Pipeline with a List View in Salesforce In this video, we're going to be looking at how to monitor the pipeline with the list view. This is going to be useful for sales managers or...
An Overview of the Asana & Salesforce Integration
Salesforce and Asana Integration One of the greatest advantages to the Salesforce ecosystem is the number of applications available through the Appexchange. Most organizations that use Salesforce...
Retain Salesforce Resources, Tactics to Get Them to Stay
Retain Salesforce Resources It’s no secret Salesforce administrators, Sales/Service Ops professionals with Salesforce experience, and Salesforce developers are in high demand. Working as a...
Improve Salesforce UX – 4 Tactics
Time to improve your Salesforce UX Establish a Feedback, Review, and Rollout Process for Salesforce Users A good user experience provides your end-users with an intuitive, simple, and easy-to-use...
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