With the Summer ’17 release quickly approaching, we thought we would take this opportunity to showcase a few of the cool features that this release has to offer. 1) Keyboard Shortcuts (Lightning Only) Stop searching for your mouse pointer! Not
Dynamic Dashboards in Salesforce are an incredible feature – they allow you to have an individualized view of a dashboard, based on the record access of the individual that is viewing the dashboard. So if you have a “privatized” instance
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
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