Workflow Rules – what are they, how do they work, and why you need to know about them.
This quick video about Flow will introduce you to a powerful automation tool for your org.
Process Builder is something that you NEED to know about as an admin for a small NPO.
Start wrapping your head around automations, because they are going to take your organization to the next leve.
What are the automation systems within Salesforce?
Training shouldn’t be hard – especially in Salesforce, because they’ve got a platform built just for it called Trailhead
Transferring inactive users’ records is an important part of staff turnover. Let’s make it as easy as possbile.
Backing up your data is an absolute necessity for all orgs, big or small. But it doesn’t have to be hard
Automation is a game changer for your org. Today, let’s take a quick walk through one automation tool for Salesforce – Process Builder
Picklists can save time and create high-quality data in your org by removing typing errors for common responses. BUT Salesforce also has some interesting quirks with the way they use picklists. Today we’ll talk about how to set them up, and what you need to know to be successful using them. Helpful Links Getting started […]