It is only possible to maximise the full potential and value of Salesforce when all of your organisation’s team members are on board with your new Lighting Experience implementation, and are fully dedicated to utilising it in their daily operations. How to Drive...
In a nutshell, record types enable Salesforce admins to offer different business processes, picklist values, and page layouts to different users. You can create record types to differentiate your regular sales deals from your professional services engagements,...
Even when Salesforce users follow standard data cleanliness best practices outlined in the Salesforce guide here, duplicates are simply unavoidable in some circumstances. Every single Salesforce org has an issue with duplicates, to one degree or another, so you’re not...
