Category: General Salesforce
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Why Choose Salesforce
Evaluating your next CRM Salesforce has built a reputation for being the #1 CRM Platform on the market. They continue to evolve and push the boundaries of technology, bringing amazing features to their customers. But Salesforce licenses are not cheap. No, not when you look at the up-front costs associated with purchasing licenses and implementation.…
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Using Trailhead for more than just Salesforce
Did you know you can find online lessons for far more than just Salesforce topics on Trailhead? For learning Salesforce it’s an amazing tool. But it even has non-Salesforce content such as Knowing yourself as a Leader Become a Great Manager Drucker School—Customer & Market Strategy And many others! Check out Trailhead and start your…
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How Do You Describe Salesforce?
“What Exactly Is Salesforce?” I sometimes run into people that have not heard of Salesforce. It doesn’t happen very often. But when I do, I try to figure out how to best describe what Salesforce is to them. Me: Salesforce is a Customer Success Platform that allows users to “easily log, manage, and analyze all…
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Where Are My Salesforce Report Formats In Lightning Experience?
If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning…
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How To Set Up a New Salesforce Org
Have a New Salesforce Org? If you purchased a new Salesforce org, you may be wondering where to begin setting it up. In this blog we’ll explore a few of the essential areas to review and configure to help get you started. When you first sign into your new Salesforce org you will see that…
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Getting Started with the New Salesforce Lightning Experience
If you haven’t had a chance to see it or try it, you should immediately sign up for a developer org and see what all the fuss is about. What exactly is Lightning Experience? Lightning Experience is a next generation Salesforce UI that delivers many new features to benefit sales teams of all sizes. Salesforce…
