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Best Practices for Salesforce

Custom Notifications in Salesforce Summer ‘19

As one of the simpler but nonetheless powerful additions to Salesforce as of the Summer ‘19 release is the ability to create, automate and send Custom Notifications to different users, at different times. Previously, you could send only standard notifications for use cases predefined by Salesforce. However, Notification Builder puts you in control of who […]

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Salesforce Prompts (Beta) in Summer ‘19

If you have been paying attention to the various improvements that came out in the Summer ‘19 release of Salesforce, you may have come across this one, Salesforce Prompts (Beta). This new feature in Salesforce gives admins the ability to create their own in-app guidance, training and news prompts to create a better overall user […]

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App of the Week – Draggin Role

For any admin who had a large volume of users to manage, you want to take a look at this week’s app. Setting up user roles, and them changing them is usually not quick or easy to visualize how its all organized. Unless of course, you have an app specifically designed to do that! Draggin […]

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Managing Duplicates in Salesforce

Managing duplicates can be a big deal. Most businesses these days are collecting larger and larger amounts of data, however, too much data, especially if it lacks organization or management, just becomes a whole lot of noise that can be more confusing than helpful.  If your Salesforce instance has tens of thousands of leads and […]

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App of the Week – Admin Graphics Pack

Ever wish that your Salesforce org could be more visually appealing? Try adding some graphics! This light and quick application contains hundreds of images and icons that can be used on a wide variety of objects and application within your Salesforce. Go ahead, give your org some flair! Graphics Pack contains hundreds of images / […]

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