Salesforce validation rules allow you to set criteria when users perform and action. This is in ensuring data and process quality among your Salesforce users. Read More
When you set up a Zoho CRM workflow, you define the actions needed when the conditions of the workflow are met. You have a choice of actions including creating new records, sending email notifications, creating tasks, etc. Zoho has now added two new options – calls or meetings. Read More
Wouldn’t it be nice if you could associate emails in a contact record to a deal in Zoho CRM? Read on to learn how. Read More
Looking for the flow associated with your canvas app? You are not alone! Even after looking at the list of my flows in Power Automate, for every environment, I still was not able to locate it. After far too long, I finally found a link to it in the canvas app itself and want to spare others from the same fate. Read More
For this tip, I’m bringing back a post from last year about organizing reports. If your organization uses a high number of reports like many of our clients, I highly recommend taking the time to organize them into categories! There are a few out-of-the-box categories to choose from, but if that’s lacking, you can add your own if you are an administrator. Read More
With the rollout of Release Wave 2, you may have noticed that Microsoft has done away with the classic “Advanced Find” feature. I use this feature more than any other in Dynamics and prefer the classic view; I’m not ready to let go! We can still access it as of October 2022 if you know where to look, but it will be removed at some point.
Did you know you can restrict access to specific field access using Zoho CRM field permissions? This a great way to be able to provide record access even if you don’t want all users to see all of the data available. Read More
A Salesforce lookup field is one of the many different kinds of field types available to you. When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values. They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few. LookUp fields can also use filters to drill down on specific data to display in the picklist or they can be based on the value of another field, or a combination of both. Read More
Salesforce inline editing for reports allows you to review a report and make changes in real time. This can be very convenient since you don’t have to go into the records to make the updates. Read More
