by Barry Allen | Nov 22, 2022 | Salesforce, Salesforce Admin
Introduction A Report is a list of records that meet the standard and criteria we define. But calling it a simple list is not good enough, and you’ll find out why in a couple of minutes. But, before we dive deep into this topic, let’s acquaint ourselves... by Barry Allen | Nov 22, 2022 | Salesforce, Salesforce Admin
Introduction to Reports and Dashboards I’m sure we’ve heard the terms reports and dashboards several times while acquainting ourselves with Salesforce. So, what does it mean? Reports and Dashboards provide answers to those important questions that can... by Barry Allen | Nov 22, 2022 | Salesforce, Salesforce Admin
Introduction User Engagement, at its core, works to empower the Users of the platform through in-app guidance. From onboarding to Deep Learning, User engagement covers it all. Salesforce provides in-app guidance via components such as info bubbles and prompts to help... by Barry Allen | Nov 20, 2022 | Salesforce, Salesforce Admin
Introduction If you’ve already worked on Compact Layouts for the desktop version of Salesforce, this whole process is going to be a breeze! And if you haven’t, fret not. You’ll be a pro at creating Compact Layouts in no time. What are Compact... by Barry Allen | Nov 20, 2022 | Salesforce, Salesforce Admin
Introduction What if there’s a way for Users to complete tasks from the page they’re on right now without navigating to a particular location in the org? With Quick Actions, Users can get a lot done with just a click → From logging a call to... by Barry Allen | Nov 20, 2022 | Salesforce, Salesforce Admin
Introduction We can enable our Users to accomplish tasks ranging from creating a record to logging a call all in the blink of an eye! Let’s say the brokers at DreamHouse hosting an open house may come across a prospective buyer, and they want to add the buyer...
