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 get a few questions answered before buying a new...
THE BLOG
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. Those looking to pass the exam should be familiar...
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 columns. We'll also show you how to customize your new...
Is Salesforce Easy to Learn?
Is Salesforce easy to learn? So you want to learn a new skill, eh? One glaring question that will inevitably pop up when tackling/learning a new skill will surely be...“How difficult will this be to learn?“ Well, ”difficulty“ is relative and may be hard to quantify...
Changing Ownership in Salesforce
In this video, we'll show you two different methods for changing ownership of records in Salesforce. This is an action that needs to be performed when records need to be transferred between owners. In some cases, you may also transfer ownership to a queue. Depending...
Comfy vs Compact User Interface Setting
In this video, we'll show you the difference between the Comfy vs Compact User Interface settings, and how you can update them. By default, Salesforce uses the Comfy user interface setting, which creates more spacing between records. However, you may want to have less...
Using MuleSoft Composer for Salesforce
Integrations are a major demand for Salesforce line-of-business users. And in most cases, those integrations need to span across the entire org. This implementation can be challenging with the growing demand that outweighs the capacity of current IT and development...
Salesforce Task Management and Task Split Views
In this video, we show you methods to efficient task management using task split views. Tasks are used in Salesforce to track pending activities that need to be completed. A common scenario in Salesforce is when tasks need to be tracked across objects. By using split...
How to make Rest API callouts from Lightning Web Components
Hey folks! In this blog post, I will cover how we can make REST API callouts from Lightning Web Components. What are Lightning Web Components (LWC)? Lightning Web Components are a new UI framework introduced by Salesforce to build lightning components. Lightning Web...
Does your business need Sales Cloud, Service Cloud or both?
If you’ve landed here today, you’re likely aware of the two most prominent and popular Salesforce products - Sales Cloud and Service Cloud. But what is the difference between the two? Which one is the best fit for your business? Do you perhaps need both Sales AND...