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
Salesforce reports are awesome – the amount of data you have at your fingertips is sometimes overwhelming. How many Accounts have open Opportunities, and what is the sum of those Opportunities for each Account? Done. How many Cases were closed
As Salesforce Administrators, Developers and Users await the release of Winter ’17 from Salesforce, it’s important to make sure you are taking advantage of features that have rolled out in previous releases. In the Salesforce Winter ’16 release a new related list