Follow these five steps to keep your Salesforce UI (User Interface) organized and clean — and your Salesforce users productive and happy!
Keep your CRM and your email sender reputation squeaky clean by setting a policy for when to delete old leads.
Downloading apps and packages from the Salesforce AppExchange can help you maximize your investment — and make life easier on your team. But, if there isn’t a system in place to keep an accurate record of what you’ve downloaded and how it’s used, things can get out-of-hand pretty quickly.
A 4x Salesforce-certified tech consultant, Marciana Davis has worked hard to teach herself new skills and carve out a career path that will help her accomplish her goals and dreams.
With the Salesforce Security Health Check dashboard, you can find and fix vulnerabilities in your security settings.
The Salesforce Optimizer tool helps companies identify any potential problem areas with their implementation and provides tips on how to fix it.
Just like in your home, your Salesforce workspace often accumulates clutter over time. One common source is installed apps and packages.
One of the most important things you can do to get the most our of Salesforce is keep clean, accurate data. If your data is inaccurate, full of duplicates, and just generally messy, your team can’t be as productive.
Salesforce Sales Cloud has a built-in feature to help you align your marketing efforts with sales: Campaigns. Marketers can use this often-overlooked Salesforce feature to analyze how a specific campaign impacts leads, the company’s pipeline, closed deals, and customer lifetime value.
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.