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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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Salesforce MFA – What is it and why is it required?

Mar 16, 2022 | Administrator, IT, Salesforce, Salesforce Blog, Setup & Optimization

As you might already know, on February 1st, 2022, the Salesforce MFA requirement went into effect. At this point in the timeline, Salesforce users are contractually required to start using MFA, or multi-factor authentication, to sign into their orgs. Orgs that have...

How to Create Lead Queues in Salesforce for Lead Distribution

Mar 9, 2022 | Administrator, Marketing, Pardot, Sales Cloud, Salesforce, Salesforce Blog, Setup & Optimization

Queues help your teams manage leads, cases, service contracts, and custom objects. Records can be placed in a queue manually or through an automatic case or lead assignment rule, and the records will remain there until they're assigned to a user or taken by one of the...

How to Restrict Login Hours in Salesforce

Mar 7, 2022 | Administrator, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In today's video, we'll show you how to restrict login hours in Salesforce. For security reasons, you might not want certain user profiles accessing yourSalesforce org outside of normal business hours. Or, you might not want your users working after hours. In any...

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Salesforce 101

Quick Tutorials to Help You Get Started with Salesforce

Everything You Need to Know About Salesforce Lead Conversion

Nov 1, 2021 | Administrator, Marketing, Marketing Cloud, Pardot, Sales, Sales Cloud, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In this video, we'll show you everything you need to know about Salesforce lead conversion. We show you the basics of a Lead object, and how you might acquire leads. We'll also give examples of when that lead should be converted to an Opportunity, and how to begin the...

How to Keep Prospect and Customer Lists Clean in Salesforce

Oct 25, 2021 | Administrator, Sales, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In this video, we show you how you can keep your prospects and customer lists clean. It's a common issue for organizations to not know which records are prospects, nor which revenue is new vs. what is repeat business. Salesforce has a Type field for both the Account...

Salesforce Opportunity Products Explained

Oct 18, 2021 | Administrator, Sales, Sales Cloud, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In this video, we'll show you how to use Opportunity Products in Salesforce. In many cases, Salesforce users will create multiple amount fields under the Opportunity product, but this manual solution is not necessary. Instead, using Opportunity Products will...

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SALESFORCE 201

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

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