Salesforce Lightning Experience

A Video Comparison: Transition to Salesforce Lightning Experience Salesforce Lightning Experience has been with us for a while, and got extensive coverage in this blog- even including a quick introduction video by Mr. Roy Gilad. Nevertheless, it’s always great to learn more and as this blog’s purpose is to give you the best Salesforce tips

April’s Top Salesforce Articles

This month’s roundup has some of the best articles I’ve read in a while! most are short, informative and creatively written, but I’ve also included a couple of longer articles that thoroughly cover important issues. these articles were chosen carefully to create a list that will benefit both Administrators and Developers. Hope I did a

How to Get the Most Out of Salesforce Custom Buttons

Salesforce’s custom buttons are great for improving the user’s experience. However, what we have seen is that these buttons are underutilized and often misunderstood or ignored. Let’s change that shall we? Simple buttons can be used to link objects together. The more complicated custom buttons can help to pre-populate different fields on new records or

Tracking Mass Emails In Salesforce

With all leads and contacts information kept centrally in the Salesforce crm tutorial, it is only natural to use the native mass emails in Salesforce functionality. This particular feature has been primarily designed to fully leverage this CRM application’s infrastructure to offer efficient communications with both leads and contacts. Let us now take a closer

All You Need to Know When Importing Contacts Into Salesforce

In Salesforce, there are several ways of importing data. If you are familiar with how Salesforce works, you will find it much easier to import contacts, emails, and data from spreadsheets and other places. Importing contacts into Salesforce requires one to have a clear understanding or knowledge on how to integrate different data management software

How to Create a Custom Object in Salesforce – Practical Tips

Most of the people are not aware of what custom objects is. A custom object is a database table whose properties are unique and can be used for automation. The field stores special data used by companies. If you want to track the usage of your organization, a custom report should be created with the

Salesforce MVP Roy Gilad’s Tip of the Month

Naming conventions are very common in the domain of programming , but you should definitely start use naming convention in your Declarative logic as well.  This will keep things organized and help your peers know where everything stands. The way I found best for naming declarative tools: Workflow, Process Builder, Filed Update and even an

How to Schedule a Report in Salesforce – 5 Practical Ways

Reports and dashboards happen to be very critical components of the Salesforce CRM. First of all, they can conveniently reveal the past and even current business performance. This means they can play a vital role in driving the success and adoption of this business application. In our current business atmosphere, there is a need for

[Infographic] A Beginner’s Guide to Social Selling

The modern consumer is already social and your sales strategy needs to be social too. Just look at this infographic to understand why. 78% of sales people using social media outsell their peers and 73% of salespeople who used social selling, outperformed their peers. Besides interesting statistics, this infographic also shares 3 easy steps to