Salesforce Insights

CodePen - Dynamic Typing - Animated Headline
Everything You Need to Know About  Salesforce.  Sales Cloud.  Service Cloud.   CPQ.   Experience Cloud.   Field Service.   Pardot.
Salesforce Dialer: A Quick Overview

Salesforce Dialer: A Quick Overview

Calls are the foundation of sales in many businesses. But with all of the customers and leads your business communicates with on a daily basis, it can be difficult to keep track of everyone while following a proper...

How to Create Duplicate Rules in Salesforce

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

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

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

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

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

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

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...