Showing articles from Dena Falek

Manual Sharing In Salesforce

July 12th, 2021

Until recently, manual sharing in Salesforce was not available in Lightning.  Instead you had to switch back to Salesforce Classic in order to share a record.  Starting earlier this year…


Zoho Survey Integration with Zoho CRM (VIDEO)

July 6th, 2021

The Zoho Survey integration with Zoho CRM will allow you to engage with your leads and contacts in new ways.  You can capture their survey results in CRM without having…


Setting up Contacts With Multiple Accounts In Salesforce

June 30th, 2021

Sometimes a contact works with more than one account and you are probably left struggling with how to make this work in Salesforce.  Luckily you can set up contacts with…


Split View in Salesforce Lightening

June 30th, 2021

When you have a list of records to update in Salesforce, it can be cumbersome to keep navigating back and forth between the list and the record.  It would be…


How Do I Use an Auto Number Field in Zoho CRM?

June 29th, 2021

An auto number field in Zoho CRM can be a really convenient way to be able to reference your records.  They can become account numbers among other things.  Learn more…


Create Records Using a Zoho CRM Workflow

June 23rd, 2021

You can now create a Zoho CRM workflow that will create a new record.  This is just another way that you can automate your processes and leave less to have…


Streamline Your Field Layout With Salesforce Dynamic Forms

June 7th, 2021

With Salesforce Dynamic Forms, you can streamline the fields that are visible based on how other fields are filled in.  And, you can do this all from the Lightening App…


Use A Prefilled Zoho Form To Update CRM Data! (Video)

June 3rd, 2021

Are you finding that a lot of your contact information is inaccurate?  You can use Zoho Forms to have your contacts update their own information by sending them a prefilled…


Using a Multi-Select lookup field in Zoho CRM

June 2nd, 2021

One of the benefits of using a CRM is to see how all your data is tied together.  One to one linkings like Contacts and Accounts is pretty simple, but…


What is Zoho CRM Sales Signals?

May 31st, 2021

Have you wondered what Zoho CRM Sales Signals are?  They provide a central location for all of your interactions with your leads, contacts or deals.  They provide notifications from all…