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Demystifying AI for Business

by Thomas McGee | October 12, 2023 | Administrator, Developer, IT, Salesforce, Salesforce Blog | 0 Comments

Introduction to AI for Business In today's digital age, Artificial Intelligence (AI) stands as a beacon of innovation, driving change across industries and reshaping the way businesses operate. This multipart series aims to unravel the complexities of AI in the...

Dreamforce Preparation | 6 Tips for Dreamforce Success from the Experts

by Samantha Perry | August 22, 2023 | Administrator, Commerce, Developer, Finance, IT, Marketing, Sales, Salesforce Blog, Service | 0 Comments

Dreamforce, Salesforce's annual mega-event, brings together professionals, experts, and enthusiasts from all over the world to learn, network, and explore the latest innovations in the realm of customer relationship management and technology. Whether you're a seasoned...

How to Install Apps from the Salesforce AppExchange

by Julie Contino | March 13, 2023 | Administrator, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials | 0 Comments

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

by Julie Contino | March 8, 2023 | Administrator, IT, Salesforce, Salesforce Blog, Setup & Optimization | 0 Comments

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

by Daniel Gonzalez | March 6, 2023 | Administrator, Sales, Sales Cloud, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials | 0 Comments

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

by Brian Colbo | March 1, 2023 | Administrator, IT, Salesforce, Salesforce Blog, Salesforce Tutorials | 0 Comments

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...

How to Login as Any User in Salesforce

by Julie Contino | February 27, 2023 | Administrator, Salesforce, Salesforce 101, Salesforce Tutorials, Setup & Optimization | 0 Comments

In today’s video, we’ll show you how to Login as any user in Salesforce. This is a tool that users with the Systems Administrator profile can use to diagnose and debug issues that they see in their orgs. To login as any user in Salesforce, follow these steps. 1....

Exploring Salesforce Data Storage

by Brian Colbo | February 22, 2023 | Administrator, IT, Roycon, Salesforce, Salesforce Blog, Setup & Optimization | 0 Comments

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage their sales, customer service, and marketing efforts. One of the key benefits of using Salesforce is its ability to store and manage vast amounts of customer...

How to Set Up Price Books in Salesforce

by Julie Contino | February 20, 2023 | Salesforce, Salesforce 101, Salesforce Tutorials, Setup & Optimization | 0 Comments

In today’s video, we’re going to show you how to Set Up Price Books in Salesforce. Price books are a collection of products, each with their own set of prices. Price books can help you easily set up different pricing models for different aspects of your business. To...

The Secret Ingredient to Salesforce Success: The Salesforce Implementation Partner

by Samantha Perry | February 15, 2023 | Administrator, IT, Salesforce, Salesforce Blog | 0 Comments

If you’re reading this, you’ve made the exciting decision to move forward with Salesforce as your CRM solution. Congratulations! At this point in the process, Salesforce clients begin to ask themselves: can my company self-implement, or do we need to hire a Salesforce...

THE BLOG

What’s Happening in the Ecosystem

When To Use Pardot, Marketing Cloud, Or Both

Aug 31, 2022 | Marketing, Marketing Cloud, Pardot, Salesforce Blog

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...

Complete Guide to Unraveling an Existing Salesforce Org

Aug 24, 2022 | Administrator, IT, Salesforce, Salesforce Blog, Setup & Optimization

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...

Inherited Salesforce Org | Creating an Actionable Plan

Aug 17, 2022 | Administrator, IT, Pardot, Salesforce, Salesforce Blog, Setup & Optimization

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...

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Salesforce 101

Quick Tutorials to Help You Get Started with Salesforce

How to Create Matching Rules in Salesforce

May 9, 2022 | Administrator, Salesforce, Salesforce 101, Salesforce Tutorials

In today's video, we're going to show you how to create matching rules in Salesforce. Matching Rules control how duplicate records are identified in Salesforce. Salesforce comes with some of its own matching rules out of the box, but we can also create our own. To...

How to Create Approval Processes in Salesforce

May 2, 2022 | Administrator, Salesforce, Salesforce 101, Salesforce Tutorials

In today's video, we'll show you how to create Approval Processes in Salesforce. Approval Processes are automated for when a specific criteria is met,and determine what happens to the record in question is approved or rejected. Additionally, approval processes can be...

Create a Custom Path in Salesforce – Learn Salesforce

Apr 25, 2022 | Administrator, Salesforce 101, Salesforce Tutorials

How to Create a Custom Path in Salesforce Today we will be covering how to create a custom path in Salesforce. To start, navigate to the Object field you want the path to be based off of. In our example that will be the Opportunity Stage field. Add or adjust the...

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SALESFORCE 201

Expand Your Knowledge on The Salesforce Platform, with More In-depth Topics

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