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THE BLOG
In today’s video, we’ll show you how to Clone Apps in Salesforce. Cloning Apps is a Winter ’23 Beta feature that is useful when you need to create a new custom lightning app, but your configuration will be fairly similar to one you’ve already created. To start using...
Making a successful Salesforce implementation requires careful planning and execution. In this blog, I’ll share some key insights based on what I’ve learned over the years which can help you get the most out of your Salesforce implementation. My perspective is from...
In today’s video, we’ll show you how to set up Quick Text in Salesforce. Quick Text is a great way to automate messaging by setting pre-defined messages for different communication scenarios. To start using quick text in Salesforce, follow these steps: 1. Navigate to...
In today’s video, we’ll show you how to use Permission Set Groups in Salesforce. Permission Set Groups are ideal when you have a recurring group of permission sets that you’ll need to assign to multiple users. Having this set up is a major time-saver when onboarding...
As a Salesforce Administrator, staying on top of everything that goes on in your org can be a daunting task, especially if you’re balancing other responsibilities. But careful planning and taking the right steps early on is key to maintaining your org in an efficient...
In today’s video, we’ll show you how to create custom metadata types in Salesforce. Metadata is data that describes other data, such as when a file was created. We can use this functionality to our advantage to extend our customizations; we can do things like create...
Power users are those who use a product the most. They can assist in training, troubleshooting issues and increasing user adoption. But how can you identify Salesforce power users? IntroductionPower users can be defined as the individuals that interact with a product...
In today’s video, we’re going to show you how to setup Quick Actions in Salesforce. Quick Actions are things you’d like easy access to from the Salesforce mobile app. These actions can be customized from the Publisher so you can access the actions you use the most. To...
So you’re thinking about implementing Salesforce in your business? We are SO excited for you! Salesforce is an incredible and beautiful tool, and the customization possibilities are virtually endless. As you daydream about everything that Salesforce can automate and...