How to build an actual report.
Report Build
Report Build
Custom dashboards allow you and your users to get a far better understanding of what’s going on in your organization.
Customizing the home page allows you to make sure that pertinent info is showing up for your team right when they log in.
Make a custom app for your Salesforce users, so they see what they need – when they need it.
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