If you’re using the Salesforce Lightning interface, you may have run into the Kanban view when looking at an Opportunity list view – this was one of the most demoed features Salesforce released as the Lightning interface was taking shape.
Let’s face it, searching in Salesforce can be your best friend, or your worst enemy. There have been some new updates in the Salesforce’s Spring 17 release to ease your pain. We’ll cover a few tips and best practices about searching in
Spring is in the air! The Salesforce Spring ’17 Release is out and jam-packed with 300+ new and improved features. But what does this mean for current (and future) Salesforce Users and Administrators? What are the top features that you
Let’s shed some light on an underutilized function of Salesforce reports: formulas! Now, we’re not talking about formula fields, the kind you configure as a custom field on an object to perform some type of calculation and store that value
In sales and marketing it’s not only about how you generate new leads but how you nurture or manage them along the customer journey. The ultimate goal is to take your list of unqualified leads to become marketing qualified leads