On a scale of 1-10, with 10 being the highest, how would you rate your use of Salesforce? Are there features or functionality that you wish you understood better? Whether you are in Sales, Marketing, Customer Service, IT, Management, or
In our previous posts, we showed you how you could calculate a 3-month moving average of Closed Won Opportunities (Part I) as well as figuring out the conversion rate of all leads over a period of time (Part II). In
With the Summer ’17 release now available in time for the 4th of July holiday, we thought we would take this opportunity to showcase a few of the cool features that this release has to offer. It’s our very own
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.