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How to Add Filters to Dashboards in Salesforce
In today's video, we'll show you how to add filters to dashboards in Salesforce. Depending on the use case, you may need to add filters to better understand metrics on your dashboard. Filters can be added when creating or editing your dashboard so dashboard users can...
Salesforce Marketing Cloud, A Detailed Overview
Introduction As businesses look for ways to broaden their brand visibility and enhance customer experience, you will need to utilize different tools and methods to achieve your digital marketing goals. Salesforce Marketing Cloud allows you to manage different...
How pivotal is Salesforce in the acquisition/valuation process for organizations?
An Interview with Former Chief of staff at a SaaS company. I had the privilege of sitting down with a former chief of staff at a recently acquired software company. Due to the recent sale and the organization's privacy, he and the company shall remain anonymous. This...
Salesforce 101
Quick Tutorials to Help You Get Started with Salesforce
How to Bypass Login Verification in Salesforce
In this video, we'll show you how to bypass login verification in Salesforce. If you or other users are consistently logging in from the same computer, you may want to bypass the step of login verification. This is something that can be done by updating the Login IP...
How to Find the Record Type ID in Salesforce
In this video, we'll show you how to check the Record Type ID of a Record Type in Salesforce. You'll need to have access to the Record Type ID whenever you are referencing a record type in changes you are making within your Salesforce Org. We will be locating the...
How to Deactivate Salesforce Users
In this video, we'll show you how to Deactivate Salesforce Users. In Salesforce, you cannot delete users outright, as other references to the user may exist throughout your org. Instead, you can remove users from your org by deactivating them - this way, you'll remove...
SALESFORCE 201
Expand Your Knowledge on The Salesforce Platform, with More In-depth Topics
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