There’s something satisfying about a clean, organized space. When everything is in its place, there’s so much potential to be organized and productive. You can achieve that sort of zen with your Salesforce org too.
There’s a popular quote by Tony Gaskins that reads “Doors open to those who are bold enough to knock.”
You lock the doors to your home, your car, and your office. Even your phone has a password. But how secure is your Salesforce org?
The Salesforce Optimizer Report creates a personalized blueprint so your team can get the most out of your investment
Clean Up Salesforce by Ditching Your Unused Apps and Packages
With a robust system like Salesforce, there are many tips and tricks to help you get the most from your investment. But, arguably, one of the most important things you can do is keep clean, accurate data. If your data is inaccurate, full of duplicates, and just generally messy, your team can’t be as productive.
It’s no secret that tracking your marketing return on investment (ROI) isn’t an exact science. Determining which touch points made THE difference, calculating ever-shifting lifetime values, creating effective feedback loops for sometimes crazy-long deal cycles, and factoring in the more nebulous impact of brand-building efforts… well, it can make even seasoned marketers want to throw up their hands in frustration. Fortunately, Salesforce Sales Cloud has a built-in feature to help you align your marketing efforts with sales: Salesforce Campaigns.
When you need an easy, intuitive way to sort, prioritize, and analyze your Salesforce records, check out list views. Available in both Classic and Lightning Experience, list views help you get organized and make the most out of your records, without having to create and run reports. In Lightning, you can even edit data quickly right from your list. And once you’ve found a list view you use all the time, you can pin it for even easier access.
Jacob Aust’s social media profiles could cause some serious FOMO.* His timeline is filled with pictures of him climbing mountains, staring out over gorgeous lakes, hiking in national parks, and snowboarding with friends. To look at it, you’d think he must have a rich uncle or something.
In the summer of 2017, Zach Edgell was in a minor car wreck. When the first responders sent him to the ER to get checked over, it seemed like a technicality. He expected doctors to quickly scan him over and send him home.