Category: Salesforce

Do you want to mass update records in Salesforce without a 3rd party package? Did you know that with a few clicks you can do mass updates directly in Salesforce from a list view? Check out this how-to video to learn how to create your… Read More

Tableau CRM is a self-service data visualization and business intelligence (BI) platform that integrates Salesforce data with external data. Formerly known as Einstein Analytics, this product boasts some of the most powerful data analysis capabilities in the market. When Salesforce announced the rebrand, I nearly… Read More

Even though we’ve just been delivered a bunch of new features in Spring ’21, Salesforce professionals everywhere will be glad to hear Summer ’21 is around the corner! There are many agenda items you need to prepare for with each release, but at this stage,… Read More

The manufacturing industry has been slow to adopt changes to its operations. Many are still holding onto older processes that could easily be streamlined with the implementation of the Salesforce Manufacturing Cloud. Salesforce Manufacturing Cloud was launched in late 2019 with the intention of introducing… Read More

Creating technical debt for your Salesforce system isn’t the end of the world; it’s an unavoidable necessity. Ward Cunningham, the American computer programmer who coined the term, maybe said it best back in 1992: “Shipping first-time code is like going into debt. A little debt… Read More

As each year passes, companies that use Salesforce become even more dependent on it. A few years back, people might have just used Sales or Service Cloud, but now could be using Salesforce for Marketing, Sales, Billing, Customer Support, Analytics, and more. It’s no secret… Read More

In my previous post we discussed what Salesforce Flows are, how to use the Flow Builder, and why you (and everyone who administers a Salesforce Org) should learn how to use them. Now that we’ve learnt the basics, it’s time to dive deeper and start… Read More

SharinPix is an efficient way to manage images on the Salesforce platform, whether in Lightning, Classic, or on mobile. While a Rich Text field can be used to view an image on a Salesforce record, SharinPix elevates beyond this standard option to make images available… Read More

Slack has officially joined the Salesforce Ohana, this is a major step forward for Salesforce to enable tighter collaboration between users, and their CRM system. For Slack, it could breathe a whole new lease of life into the business, and turn up the heat on… Read More