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How to Install Apps from the Salesforce AppExchange
In today's video, we'll show you how to install apps from the Salesforce AppExchange. The AppExchange is full of solutions that allow you to easily add capabilities to your Salesforce org. Note that you'll need the permission "Download AppExchange Packages" to do...
Salesforce Validation Rules: Best Practices
Salesforce Validation Rules can be incredibly powerful. They can provide guidance for end users, ensure all of the necessary data is filled out, and they can verify that the data being entered is clean and useful. However, if not managed well, validation rules can...
Prospecting Based on Last Completed Activity
In this video, we show you how you can start prospecting based on the last completed activity. This can be used on any object that you'd use to prospect off of, but in this example, we'll use contacts. In order to begin prospecting based on the last completed...
Salesforce 101
Quick Tutorials to Help You Get Started with Salesforce
How to Install Apps from the Salesforce AppExchange
In today's video, we'll show you how to install apps from the Salesforce AppExchange. The AppExchange is full of solutions that allow you to easily add capabilities to your Salesforce org. Note that you'll need the permission "Download AppExchange Packages" to do...
Prospecting Based on Last Completed Activity
In this video, we show you how you can start prospecting based on the last completed activity. This can be used on any object that you'd use to prospect off of, but in this example, we'll use contacts. In order to begin prospecting based on the last completed...
Salesforce Flows | How to Declaratively Remove Duplicates from Get (all) Records
In this blog, I am going to show a declarative solution to deduping records when a ‘Get Records’ is set to return all records and we need to select a value, from these records, that appear multiple times. Why? In Salesforce Flows, we use ‘Get Records’ where we can...
SALESFORCE 201
Expand Your Knowledge on The Salesforce Platform, with More In-depth Topics
Salesforce Genie: Everything You Need to Know
At Dreamforce ‘22, Salesforce introduced its latest product, Salesforce Genie - described as Salesforce as a “real-time platform for customer magic.” But what exactly does this product do, and how can it help your business? Let’s look at what this new product by...
How to Continuously Improve your Salesforce Platform: the Secrets of Digital Transformation
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...
Scratch Orgs vs. Sandboxes: Salesforce Environment Management Strategies
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...