How to Mass Delete Records in Salesforce
In this video, we're going to look at the Mass Delete Records option in the Salesforce Setup menu. With this feature, you can mass deleteaccounts, leads, activities, contacts, cases, solutions, products, and reports,...
Ch- Ch- Ch- Changes: It’s All About Communication, Baby!
How to manage your Salesforce rollout communication plan. It’s Go Time. Requirements? Gathered. User Stories? Groomed. Sprints? Sprinted. UAT? U-A-Tested. You’re counting down to deployment, and tomorrow morning, your...
How to View the Salesforce Setup Audit Trail
In this video, we'll talk about the Salesforce Setup Audit Trail feature and how to start using it. The Setup Audit Trail tracks setup changes made between admins. This is an ideal troubleshooting tool if you're seeing...
Creating a CSAT Survey with GetFeedback and Pardot
With the existing functionality in Pardot, it is quite difficult to capture survey information. Years ago, I remember building out an email template for a customer satisfaction survey, rating our service from 1 - 10....
How to Integrate One Salesforce Org into Another
Hey folks! In this blog post, I will cover how we can integrate two salesforce orgs. Nowadays we have many requirements where we integrate 3rd party Apps with the Salesforce Platform. Being a Salesforce developer I...
How to Enable API Access in Salesforce
In this video, we'll show you how to access the Salesforce API for certain user profiles. The API Enabled setting in Salesforce allows that user or users to access data from external applications - an example of this...
When should you convert a lead in Salesforce
When should you convert a lead? Were you aware you stumbled into one of Salesforce’s most controversial topics when you clicked on the link to this blog? The age-old question of ‘When should I convert a Lead into an...
How to Access the Recycle Bin in Salesforce
In this video, we'll show you how to access the Recycle Bin in Salesforce. In order to do this, and depending on what data you're accessing in the Recycle Bin, you'll need certain permissions enabled first. We'll walk...
What is Einstein Behavior Scoring and how does it work?
Einstein Behavior Scoring is an intuitive tool created to help your company effectively close more deals. This feature allows sales representatives to have a clear view of each prospect and their overall likelihood of...