Swiftype gives users something they always knew they would want, but for some reason didn’t exist. With just one search, a user can find everything relevant to the task at hand: Accounts in Salesforce, Gmail conversation threads, Documents on Google G Suite, Dropbox or Office 365 and more! Rather than spending time searching for bits […]
Salesforce’s global search is an incredibly powerful tool. I’ve met many Salesforce customers who decided to move to the platform based on the search functionality alone. Simply type a word, phrase, phone number, or anything else, and Salesforce will search the entire system for anywhere that thing shows up. The only problem is that if […]
In this week’s Tip of the Week, we highlight a fantastic out-of-the-box tool to help supercharge your Salesforce searches. But if searching in Salesforce has still got you down and you need to take it to the next level, it might be time to look at an AppExchange solution. There are a number on the […]
The real power in Salesforce comes from relationships. Contacts are related to Accounts, Cases are related to Contacts, Opportunities have Contacts and Accounts, and the list goes on and on. The more time you put into developing strong connections between your objects in Salesforce, the more benefit you get from limited duplicates and useful related […]
