How to Monitor Storage Usage in Salesforce
In today's video, we'll show you how to monitor Storage Usage in Salesforce. It's important to keep track of where your storage is being used across your org, and whether you're approaching limits so that you can be...
How pivotal is Salesforce in the acquisition/valuation process for organizations?
An Interview with Former Chief of staff at a SaaS company. I had the privilege of sitting down with a former chief of staff at a recently acquired software company. Due to the recent sale and the organization's...
How to Create Duplicate Rules in Salesforce
In today's video, we're going to show you how to set up duplicate rules in Salesforce. Duplicate Rules help detect records that may contain the same information as a previously created record. This is a helpful tool to...
Pardot URL Basic Naming Structure Guidelines
When you’re creating assets in Pardot, you’ll have the option to create custom URLs for more than just landing pages but for images, custom redirects, and other assets. So when we’re creating these URLs, especially for...
How to Create Matching Rules in Salesforce
In today's video, we're going to show you how to create matching rules in Salesforce. Matching Rules control how duplicate records are identified in Salesforce. Salesforce comes with some of its own matching rules out...
Overview of Salesforce Licenses
Salesforce Licenses Explained What are the different Salesforce licenses? We'll help you with a great overview of all Salesforce licenses. When it comes to Salesforce licenses, things can feel overwhelming. In order to...
How to Create Approval Processes in Salesforce
In today's video, we'll show you how to create Approval Processes in Salesforce. Approval Processes are automated for when a specific criteria is met,and determine what happens to the record in question is approved or...
Create a Custom Path in Salesforce – Learn Salesforce
How to Create a Custom Path in Salesforce Today we will be covering how to create a custom path in Salesforce. To start, navigate to the Object field you want the path to be based off of. In our example that will be...
What is Salesforce Revenue Cloud
No matter how great the products and services we sell may be, the biggest driving factor to customer satisfaction is a pleasant customer experience. Approximately 80% of customer LTV comes after the first order. And...