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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...

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Pardot URL Basic Naming Structure Guidelines

May 11, 2022 | Administrator, Marketing, Pardot, Salesforce, Salesforce Blog

When you’re creating assets in Pardot, you’ll have the option to create custom URLs for more than just landing pages but for images, custom redirects, and other assets. So when we’re creating these URLs, especially for landing pages, we want to consider SEO, because...

Overview of Salesforce Licenses

May 4, 2022 | Administrator, Salesforce, Salesforce Blog

Salesforce Licenses Explained What are the different Salesforce licenses? We'll help you with a great overview of all Salesforce licenses. When it comes to Salesforce licenses, things can feel overwhelming. In order to help to make sense of it all, we’ve outlined the...

What is Salesforce Revenue Cloud

Apr 20, 2022 | Administrator, Revenue Cloud, Sales, Salesforce Blog

No matter how great the products and services we sell may be, the biggest driving factor to customer satisfaction is a pleasant customer experience. Approximately 80% of customer LTV comes after the first order. And over 2/3 of deals fall through at the quoting stage....

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Salesforce 101

Quick Tutorials to Help You Get Started with Salesforce

How to Give Salesforce Support Access

Dec 27, 2021 | Administrator, IT, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In this video, we'll show you how to give Salesforce Support Access to your Salesforce org. You may need to give Salesforce access when troubleshooting within your org. You can also grant support access to other providers you may have installed apps from. You can also...

How to Find Your Salesforce Org ID

Dec 20, 2021 | Administrator, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In this video, we'll show you how to check the Salesforce Org ID. Your Salesforce Org ID is the identifier for your Salesforce instance, and you'll need it when you need to check the status of your Salesforce instance, or whenever you need to contact Salesforce...

How to Use Salesforce Composite Rest API

Dec 15, 2021 | Apex, Developer, IT, Salesforce, Salesforce Blog, Salesforce Tutorials, Setup & Optimization

Hey folks, In this blog, I will cover what is the Salesforce Composite Rest API, How we can use the Composite Rest API, and what the benefits are of Composite Rest API. What is Rest API? A Rest API stands for RESTful API. Rest API is a web interface. It allows us to...

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SALESFORCE 201

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

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