Commercient wants businesses to grow more efficiently and seamlessly. By offering our SYNC data platform, data between your ERP and CRM are integrated, helping to give our clients a complete picture of sales, customers, and marketing. SYNC is a pre-built package that...
THE BLOG
How Salesforce Contractors, Freelancers, and Consultants can Use Asana
In this video, we'll show you how Salesforce Contractors, Freelancers, and Consultants can use Asana in conjunction with their Salesforce org. Using Global Actions and a Lightning Web Component, you can link Asana forms straight from Salesforce. Streamlining this...
Pardot Users Can use Einstein for Send Time Optimization
Americans who work on a computer spend on average over 9 hours sitting in front of the computer working, checking emails, and navigating in and out of various applications they need to complete their jobs. With the shift to more and more employees working from home...
Use Global Actions to Launch an Asana Form
In this video, we show you how to use Global Actions in Salesforce to launch an Asana Form. This will require the use of both Global Actions and Lightning Web Components and is a great use case for those who either don't have access to the Salesforce API or for those...
Slack-First Customer 360 Strategy, How Your Team Can Use It
Salesforce recently completed its acquisition of Slack, a messaging app for businesses that helps colleagues stay connected. With the new acquisition brings several integrations available for Salesforce and Slack. Today, we’ll be going through some of the ways that...
Adding a Calendar to your personal view in Salesforce
In this video, we'll show you how to add a calendar to your personal view in Salesforce. It's a common circumstance to need to add other calendars to your current view. When adding a new calendar to your personal view, you can easily filter and find what you're...
100 Terms to Help Prepare for the Platform App Builder Exam
The Salesforce Platform App Builder Certification Exam can be a very challenging one. It's an exam designed for individuals who have experience designing and building applications efficiently on the Lightning platform. Those looking to pass the exam should be familiar...
How to Use KanBan List Views in Salesforce
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...
Is Salesforce Easy to Learn?
Is Salesforce easy to learn? So you want to learn a new skill, eh? One glaring question that will inevitably pop up when tackling/learning a new skill will surely be...“How difficult will this be to learn?“ Well, ”difficulty“ is relative and may be hard to quantify...
Changing Ownership in Salesforce
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...