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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...
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...
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...
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...
How to launch an Asana project when you create a Salesforce Campaign using the Salesforce and Asana integration When you create a Salesforce campaign, you can automatically kick off an Asana project. If you haven't connected Salesforce and Asana be sure to skip to the...
Selecting the Right Salesforce Offering Are you at the point in the decision process where you’ve come to the realization that Salesforce is the right CRM software for you and your company, but are completely overwhelmed by the thought of attempting to select the...
How to launch a post-sales process using the Salesforce and Asana integration “Today’s operations and sales teams are spending more time on ‘work about work’ than on the work that actually drives their business forward,” said Alex Hood, Head of Product at Asana....
How to Monitor Pipeline with a List View in Salesforce In this video, we're going to be looking at how to monitor the pipeline with the list view. This is going to be useful for sales managers or sales directors who need to review the pipeline individually or...
For the everyday marketer, prospects and clients are primarily their target audiences. Their marketing initiatives and efforts typically revolve around these two audiences and their needs. Their campaigns, content, and goals are closely aligned to these audiences in...
Salesforce CPQ: How to Resize Columns in QLE Today we will be covering a Salesforce CPQ topic. How to resize columns in QLE. This is a new feature from the Winter 2021 release. The default setting in CPQ does not allow column resizing. So, let's turn that on first. 1....