Did you know you can change the colors in your Salesforce dashboards? You can do this using dashboard palettes.
A Salesforce approval process is a very useful tool in Salesforce to limit quotes, opportunities, or other changes that may require a manager’s intervention to make it active. For instance, you may want to have an opportunity “approved” if the value is over $5,000. Maybe a quote or the win could also be limited to an approval. What’s really nice is that the option to add the approvals as a related list is also there so you can see the history of the particular record.
Salesforce roll-up summary fields are helpful since they can aggregate data from child objects to parent objects. Read More
Many companies have different divisions or lines of business that follow different sales processes. By using the Salesforce sales processes functionality, you will be able to set this up. Read on for how you can do this. Read More
Features like forecasting are often a key reason for implementing a CRM like Salesforce. Here we will dive in to what forecasting is in Salesforce is and why it is important. In addition, we will highlight a recent updates Salesforce has made to make forecasting even more valuable. Read More
Salesforce administrators often need to track different types of the same record. When this need arises, Salesforce record types will help you get this set up properly. Read More
A major benefit of a CRM product is the ability to automate your processes and Salesforce is no exception. There are several Salesforce automation options available to you and we will go through what the differences are between them below. Read More
Have you noticed that whenever you go into an object the Salesforce default list view is “Recently Viewed”? Luckily there are a several ways you can change this. Read More
