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Tip of the Week – These Salesforce cheat sheets will boost your skills

Whether you’re new to the Salesforce community, or have been around for years, you understand the vast potential of the platform. With incredibly powerful functionality, and new features rolling out quarterly, keeping up with the system can feel daunting while trying to keep up with your growing business. Not to worry, these cheat sheets, designed […]

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App of the Week – Simplify Salesforce permissions with Permission Assignment Rules

If you’re a Salesforce administrator, you know how difficult it can be to manage a complex permission structure for your business. Standard Salesforce permissions can fall short when you want to have both limited visibility of a record, but also grant access to a larger team based on roles and profiles. In that case, you’re […]

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App of the Week – This free Chrome extension brings Salesforce Dashboards to a new level

Salesforce Dashboards rock! Take data from multiple Reports, visualize that data with easy-to-understand charts, then put them together on one page, all with a simple drag-and-drop interface. Dashboards let you get the pulse of your business at a glance. But there are some notable limitations. For example, you can only have 3 columns on one […]

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Tip of the Week – Easily design custom Salesforce solutions with the Schema Builder

If you’re a Salesforce administrator or developer, you know what a hassle it can be to build custom objects and fields. Dozens of clicks, repetitive processes, convoluted settings, and if your solution requires fields on multiple objects (as they so often do), it’s even worse. Close your eyes and imagine a world where building custom […]

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Tip of the Week – Salesforce Omni-Channel is better with Lightning Editions

Getting work out to the best agents in real time is always a challenge, and Salesforce has addressed that challenge with Omni-Channel. Omni-Channel seamlessly streams Leads, Cases, and most standard and custom Salesforce objects directly to the correct agents based on specialty, availability, and current bandwidth. The problem is that to get the most out […]

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Tip of the Week – Use Named Credentials in Salesforce to simplify integration maintenance

Integrations are integral when you want to take your Salesforce org to the next level. The integrations you use may be as simple as generating short links for SMS messages, or as complex as feeding live data between Salesforce and your accounting software or back-office data warehouse. If you’re a Salesforce developer, you’ve probably had […]

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