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Daniel Gonzalez
Adding a Calendar to your personal view in Salesforce

Adding a Calendar to your personal view in Salesforce

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,...

Prospecting Based on Last Completed Activity

Prospecting Based on Last Completed Activity

In this video, we show you how you can start prospecting based on the last completed activity. This can be used on any object that you'd use to prospect off of, but in this example, we'll use contacts. In order to...

How to Use KanBan List Views in Salesforce

How to Use KanBan List Views in Salesforce

In this video, we show you the KanBan List View in Salesforce and how to use and customize it. KanBan List Views separate your records into cards and columns, allowing you to easily drag and drop records across...

Changing Ownership in Salesforce

Changing Ownership in Salesforce

In this video, we'll show you two different methods for changing ownership of records in Salesforce. This is an action that needs to be performed when records need to be transferred between owners. In some cases, you...

Comfy vs Compact User Interface Setting

Comfy vs Compact User Interface Setting

In this video, we'll show you the difference between the Comfy vs Compact User Interface settings, and how you can update them. By default, Salesforce uses the Comfy user interface setting, which creates more spacing...

Salesforce Task Management and Task Split Views

Salesforce Task Management and Task Split Views

In this video, we show you methods to efficient task management using task split views. Tasks are used in Salesforce to track pending activities that need to be completed. A common scenario in Salesforce is when tasks...

How to use Global Search in Salesforce

How to use Global Search in Salesforce

In this video, we show you how to use Salesforce Global Search. Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or...

How to Create A Salesforce Object Calendar

How to Create A Salesforce Object Calendar

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....

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