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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...
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...
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...
In this video, we will show you how to customize your chatter profile. There are a few ways to navigate to your profile, check out this brief tutorial to learn how to customize your chatter profile in Salesforce. For more educational videos be sure to subscribe to our...
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 don't close. Daniel will walk you through the fields...
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 connects, engages, and motivates users to work...
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 allow us to action multiple records at the same...
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 Lightning it is also compatible with 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, or send an email without leaving the page they're...
How to Send List Emails From Salesforce A list email allows you to email to an individual email to each recipient in a list instead of one email to the entire group. So you can send individual and personalized, emails to recipients on contact and lead lists and...