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In this video, we show you how to create a calendar view for any object in Salesforce. This is a feature that can easily help you keep track of high-priority items and tasks while filtering out excess information....

In this video, we show you how to add an image to your email signature in Salesforce. This is useful when you want to add your company logo to your signature. You'll need to have the image you want to use uploaded to...

In this video, we'll show you everything you need to know about Salesforce lead conversion. We show you the basics of a Lead object, and how you might acquire leads. We'll also give examples of when that lead should be...

In this video, we show you how you can keep your prospects and customer lists clean. It's a common issue for organizations to not know which records are prospects, nor which revenue is new vs. what is repeat business....

In this video, we'll show you how to use Opportunity Products in Salesforce. In many cases, Salesforce users will create multiple amount fields under the Opportunity product, but this manual solution is not necessary....

In this video, we show you an overview of Salesforce's Global Search feature. Global Search is a quick and accessible way to search records from all objects within your Salesforce instance (with the exception of some...

In this video, we'll show you how Salesforce Contractors, Freelancers, and Consultants can use Asana in conjunction with their Salesforce org. Using Global Actions and a Lightning Web Component, you can link Asana...

In this video, we show you how to use Global Actions in Salesforce to launch an Asana Form. This will require the use of both Global Actions and Lightning Web Components and is a great use case for those who either...

In this video, we'll show you how to add a calendar to your personal view in Salesforce. It's a common circumstance to need to add other calendars to your current view. When adding a new calendar to your personal view,...