2021 trends IT Leaders are seeing in their low code Digital Transformation
The pandemic has accelerated the need for businesses to embark on their digital transformation and find new ways to leverage technology to drive their business forward. With the rapid shift and need for quick...
Disqualifying Leads in Salesforce
When you’re building out your sales process, one of the most important considerations is how you’ll track information on disqualified leads, so you can go back and understand why leads aren’t converting to...
Salesforce for Product Managers, Understanding Unqualified Leads & Lost Opportunities
As a product manager, there are a few things you can do to get feedback from marketing and sales in Salesforce in order to get feedback as to why your leads might not be the right fit and reasons why opportunities...
Some of Our Favorite Sessions at Trailheadx
Trailheadx, was a virtual event that took place on June 23rd, 2021. Other than Dreamforce, the premier event for trailblazers, Trailheadx is one of the most anticipated events for Trailblazers and Salesforce admins...
How to Post on Chatter, Salesforce Collaboration Tool
Chatter is a Salesforce real-time collaboration application that allows users to work together, talk to each other, and share information. You can follow people, establish networks and share files in real-time. Chatter...
How to Create a List View in Salesforce
In this video, we will cover how to create a list view in Salesforce. List views allow you to filter out records based on any field that we have access to. List views are used to quickly segment lists of records, they...
How to Trigger a Task to Asana from a Salesforce Case
Connect Salesforce and Asana The Salesforce and Asana integration is available to Asana Business and Enterprise customers who have the Salesforce Enterprise, or Unlimited accounts. While it is optimized for Salesforce...
How to Use Global Actions in Salesforce
What are Global Actions in Salesforce? How can you use them? In this video, we will cover how to use Global Actions in Salesforce. Global Actions in Salesforce allow users to log call details, create or update records,...
How to Prepare for Your Salesforce Implementation
How to Prepare for Your Salesforce Implementation When preparing for a Salesforce implementation one of the most critical steps prior to the implementation is often overlooked. This single step can cost organizations a...