How Salesforce Contractors, Freelancers, and Consultants can Use Asana
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...
Pardot Users Can use Einstein for Send Time Optimization
Americans who work on a computer spend on average over 9 hours sitting in front of the computer working, checking emails, and navigating in and out of various applications they need to complete their jobs. With the...
Use Global Actions to Launch an Asana Form
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...
Slack-First Customer 360 Strategy, How Your Team Can Use It
Salesforce recently completed its acquisition of Slack, a messaging app for businesses that helps colleagues stay connected. With the new acquisition brings several integrations available for Salesforce and Slack....
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,...
High Velocity Sales, What You Need to Know before you buy
High Velocity Sales is a Salesforce product that is designed to help digital sales teams thrive. In this blog post, I’ll be sharing with you an overview of High Velocity Sales, its core features, and how it can help...
What You Need to Know About Salesforce Einstein Chatbots
What you need to know about Einstein Chatbots If you’ve surfed the web in the past ten years, you’ve probably had the opportunity to start a conversation with the company whose site you’ve visited. Maybe you wanted to...
100 Terms to Help Prepare for the Platform App Builder Exam
The Salesforce Platform App Builder Certification Exam can be a very challenging one. It's an exam designed for individuals who have experience designing and building applications efficiently on the Lightning platform....
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...