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...
THE BLOG
Making a Successful Salesforce Implementation
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...
Salesforce Dialer: A Quick Overview
Calls are the foundation of sales in many businesses. But with all of the customers and leads your business communicates with on a daily basis, it can be difficult to keep track of everyone while following a proper sales cadence. And manually logging all of your calls...
How to Set Up Quick Text in Salesforce
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...
How to Create a LWC Custom Lookup Component
How to Use Permission Set Groups in Salesforce
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...
Best Practices for Salesforce Admins
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...
How to Create Custom Metadata Types in Salesforce
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...
How to Identify Salesforce Power Users
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...
Best Practices for Better Email Deliverability in Pardot
Did you know on average approximately 7% of all emails end up in the spam folder? According to The 2020 Email Delivery Benchmark Study, only a little over 80% of all emails sent, actually reach the inbox. So while the email marketing channel yields one of the highest...