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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

How to Deactivate Salesforce Users

Jan 3, 2022 | Administrator, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

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 Glossary: Familiarizing yourself with Salesforce Terminology

Dec 29, 2021 | Administrator, Salesforce, Salesforce Blog

Whether you’re new to Salesforce or just looking to clarify what exactly a specific term means in the Salesforce ecosystem, this Salesforce glossary will help you learn the lingo. Here are just a few of the most commonly used terms within the Salesforce platform, we...

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...

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Salesforce 101

Quick Tutorials to Help You Get Started with Salesforce

Customize Your Salesforce Chatter Profile and User Detail

Jul 19, 2021 | Administrator, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

In this video, we will show you how to customize your chatter profile. There are a few ways to navigate to your profile, check out this brief tutorial to learn how to customize your chatter profile in Salesforce. For more educational videos be sure to subscribe to our...

Disqualifying Leads in Salesforce

Jul 7, 2021 | Administrator, Marketing, Salesforce, Salesforce Blog, Salesforce Tutorials

When you’re building out your sales process, one of the most important considerations is how you’ll track information on disqualified leads, so you can go back and understand why leads aren’t converting to opportunities, and look for potential opportunities to match...

Salesforce for Product Managers, Understanding Unqualified Leads & Lost Opportunities

Jul 6, 2021 | Administrator, Sales, Sales Cloud, Salesforce, Salesforce 101, Salesforce Blog, Salesforce Tutorials

As a product manager, there are a few things you can do to get feedback from marketing and sales in Salesforce in order to get feedback as to why your leads might not be the right fit and reasons why opportunities don't close. Daniel will walk you through the fields...

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SALESFORCE 201

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

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