A key feature of Salesforce is its ability to create and manage record queues. Queues in Salesforce allow teams to collaborate more effectively by prioritizing, distributing, and assigning records. A queue in Salesforce is essentially a container that holds a set of records that need to be worked on by a specific group of people. … Read more
This article will explain the Salesforce formula required to calculate the days between dates in Salesforce, as well as how to achieve it in both Salesforce Lightning and Salesforce Classic. The process of calculating the number of days between two dates is very simple in Salesforce. It is simply a matter of subtracting one date … Read more
With the release of Salesforce Lightning Experience, it become easier than ever to change the look and feel of the Salesforce User Interface, without the need for developer skills or resources. There are dozens of different customization options available. In this article, I will highlight some of the key ways you can change the Salesforce … Read more
Data is of critical importance in Salesforce because it is the foundation of the entire platform. Salesforce uses data to help businesses understand their customers, track their interactions, and make informed decisions. Getting data into and out of Salesforce is an important job for any Salesforce Administrator and there are many tools that can be … Read more
Salesforce Chatter is a collaboration tool built into the Salesforce user interface. It allows employees, partners, and customers to communicate, collaborate, and innovate in a secure environment. With Chatter, users can share updates, create, share, and organize files, and collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions. Chatter … Read more
One of the many advantages of using Salesforce to run your business, rather than a spreadsheet, or other simple CRM, is the flexibility you have to customize the access each user has to data and functionality. In some cases, this will be needed to enhance and preserve privacy and ensure staff is not interfering with … Read more
Anyone who works with Salesforce will need to have a working understanding of Objects. They are the core foundation on which Salesforce and its data structures are built. In this article, I will explain the basic principles regarding Salesforce Objects, the difference between standard and custom objects, how to create a new one, and much … Read more
The Salesforce AppExchange is a marketplace where you can find apps, components, and consulting services for all things Salesforce. It’s a one-stop shop for everything you need to customize and enhance your Salesforce Org. With over 5,000 solutions customized for Salesforce, there’s something for every department and industry. Whether you’re an admin at a small … Read more
Salesforce automation can help businesses of all sizes to improve their business processes and achieve their goals. With the help of automation tools, companies can reduce manual work, minimize errors, and focus on their core business activities. By automating tasks and workflows, businesses can save time and resources, increase efficiency, and improve the overall customer … Read more
Workbench is a web-based tool that enables Salesforce administrators and developers to interact with Salesforce.com. It offers a range of tools, including data export, that allow users to work with Salesforce data using the Salesforce APIs. Workbench can be accessed via this URL (https://workbench.developerforce.com/login.php). You do not need an account for the tool, as you … Read more