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For most Salesforce owners, technology ownership is a painful journey of reducing costs and maximizing efficiencies. There’s also a struggle between having individuality or being forced to succeed under either the Financial or Product/Engineering organizations. For...
In today’s video, we’re going to show you how to change themes in Salesforce. By default, Salesforce has its own theme and branding set with your org. But you can actually customize your org to your company’s branding. To change themes in Salesforce, follow these...
Innovative Salesforce application development requires different environments to work through the different stages of development. Along with maintaining your Production org, you should have development, testing, and training done in different environments. Software...
In this video, we’ll show you how to monitor storage usage in Salesforce. When maintaining and optimizing your Salesforce org, you may want easy access to information detailing what parts of your org are taking up the most storage. Luckily, we can easily access this...
What's the #1 Mistake of a Salesforce Implementation? According to Lila Logue, Regional Sales Manager at Roycon, it is hands down Data Governance. In a conversation with Lila, we’ll uncover some of the greatest challenges that arise as the result of poor data...
Marketing software is a $121 billion dollar industry. The industry is growing and shows no signs of slowing down. Known as the Martech 5000, a supergraphic that identifies all of the Martech solutions currently available, this graphic, as of 2020, indicates there are...
In this video, we show you how to use Salesforce Global Search. Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or you can filter by object in case your result set...
Where to Start Understanding the Business & Identifying ProcessesBack End Review Reviewing Technical Debt, Integrations, & Data Prioritize and Strategize So You Can Properly Complete Your AssessmentLet's Create an Actionable Plan and a System to Manage Ongoing...
In today's video, we'll show you how to customize a Salesforce homepage using the Lightning App Builder in Setup. The Lightning App Builder is a front-end interface that allows you to easily drag-and-drop modules to display the information most important to your...
Part IV: Creating an Actionable Plan & How to Manage your Ongoing Requests Whoa! You have done a lot with your inherited Salesforce org … but how do we get to the point that we are ready to action the change that you, your leadership, and your users have talked...