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 multiple accounts in Salesforce. Read More
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 much easier if you would work with both at the same time. Split view in Salesforce Lightening will help you do this! Read More
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 Builder rather than going into the page layout editor. Read More
While you can switch to Classis Salesforce and use the Mail Merge functionality from there, you can easily add a custom button to the Account or Contact object layout to open within Lightning. Read More
Having a visual force page open in Microsoft Word can come in handy for mass mail merges, labels, and templates. Read More
Having a visual force page open in Microsoft Excel can come in handy for exports, reports, and merges. Read More
The Group object cannot be reported on. You can view and edit the lists from Setup but you can pull a list in Salesforce Developer Console that will include the members of each Group. Read More
Making list views available based on need helps ensure users have the information they need without having to search through many that may not pertain to them. Read More
Creating groups of users can be beneficial in many ways. They assist when sharing access and synchronization of records. Public groups are created by the Salesforce administrator but any user can be part of a group. Read More
