Introduction to Creating & Using Salesforce Reports

Every Salesforce User can benefit from working with Salesforce Reports. We often say that one of the best Salesforce features is that “…even mere mortals can learn to create a Salesforce Report….”

Salesforce Web to Lead

All Salesforce Editions include the Web-to-Lead feature. Web-to-Lead allows you to create one or more web forms to place on your web site to capture initial information from potential customers interested in your products or services.

Salesforce Related Lists

Each Salesforce object can have multiple related objects linked to the object. Each record linked to the “parent record” can appear in a Related List such as Related Contacts and Opportunity Productss

Creating and Using Salesforce Sandboxes

Salesforce Sandboxes are test environments that Salesforce provides as a “safe space” for testing, training or experimenting with different configurations, apps, or significant changes to your setup. It enables you to create partial or sometimes full copies of your Salesforce Production environment to test within.

Salesforce Einstein Activity Capture with Outlook

Salesforce Einstein Activity Capture automatically records to the Salesforce Activity Timeline. All emails are recorded that are sent or received in Microsoft Outlook when a Sender or Recipient of the email matches a Contact or Lead Email Address in Salesforce.

Our Favorite Salesforce AppExchange Apps 2021

In this webinar we present our favorite Appexchange apps that can make the Salesforce experience more productive for most Salesforce customers. Many of the apps we present are free on the Appexchange. Take a look and see if your organization could benefit from any of these apps.

Creating and Using Salesforce Quick Text

Ever get tired of typing the same thing over and over again? A little known Salesforce productivity tool is Quick Text. Quick Text saves users’ time and increases standardization. Users can insert predefined messages like greetings, answers to common questions, phone call follow-ups and short notes.

Mass Updating Salesforce Data

Salesforce Administrators often need to make changes to multiple Salesforce records at the same time. There are several methods for updating multiple Salesforce records and this webinar shows you how to make mass record updates.

Managing Salesforce Record Sharing

The Salesforce Administrator can determine which Salesforce records a User can view or update using a combination of Organization Wide Defaults, Sharing Rules and the Role Hierarchy. Users can also be given the authority to share a specific record they own with other Users.

Getting Better Adoption of Salesforce

Executives who have Saleforce most often say their top priority is getting a higher level of adoption of Salesforce – especially amongst their sales team. Convincing CRM users to actually use the tool is one of these executives’ biggest challenges.

Creating & Using Salesforce List Views Spring 21

List Views show a filtered list of records with the fields you wish to see. For each Tab in the Salesforce Lightning Navigation Bar you can use standard and custom List Views.

Salesforce Approval Processes 2021

A Salesforce Approval Process automates how records such as Quotes can be approved in Salesforce. You can specify each step of an Approval, including from whom to request Approval and what to do at each point of the process.

Creating Salesforce Custom Actions

You can create Custom Action Buttons to place on any Salesforce Lightning Page and these Actions can create new records including a new related record such as a Task for example.

Setting Up and Using Salesforce Multi Factor Authentication – MFA1

Starting February 1, 2022, Salesforce will begin requiring customers to enable Multi-Factor Authentication (MFA) in order to access Salesforce products. You may be asking “What is MFA?” or “What are the MFA options we can use?”, etc.

Setting up New Salesforce Users

In this webinar we review the step-by-step best practices for how to set up a new Salesforce User. We also cover what steps to take if this new User is to inherit Accounts, Cases, Opportunities and/or Activities owned by another User or Users.

Salesforce Lightning User Tips & Tricks Spring 2021

This session is one of our most popular Webinars. It includes tips and tricks that any Salesforce user will find helpful. Learn Salesforce shortcuts that reduce keystrokes. Discover little known Salesforce capabilities you can take advantage of to increase productivity.

Creating and Using Salesforce Permission Sets

A Salesforce Permission Set is a collection of settings and permissions that give users access to various tools and functions. Permission Sets extend users’ functional access without changing their User Profiles.

Use Cases for Automating Salesforce with Flows

Salesforce Flows can incorporate sophisticated automations that used to require expensive development by programmers. A Flow can look up, create, update, and delete records for multiple objects. Flows are created using the point-and-click Salesforce Flow Builder.

Using Salesforce Chatter

A third party study revealed that Salesforce Chatter can reduce email 26%, eliminate 25% of meetings, find information 39% faster and increase idea generation by 29%. Yet most Salesforce users are not very familiar with Chatter and how to use it effectively.

Using the New Salesforce Email Template Builder

Make more attractive Salesforce Lightning email templates using the new Email Template Builder. New in the Winter 21 Release of Salesforce is a new way to create email templates.

Duplicate Check for Salesforce

Eliminating duplicate records in Salesforce is a challenge every Salesforce customer faces. While the Salesforce Duplicate Matching features help to show where possible duplicates exist, it does not allow for mass checking or mass merging of possible duplicates.

Creating Salesforce Custom Notifications

Salesforce Notifications can be sent to both the Salesforce web browser client as well as to users’ mobile phones. Mobile Notifications are similar to Notifications sent to iPhones and Android phones by other mobile apps. They can even pop up on the phone lock screen.

Creating Salesforce Rollup Summary Fields

Salesforce Rollup Summary fields allow you to show summary information from related child records. For example, in the Opportunity you could show the sum of all Opportunity Products that belong to a certain Product Family.

Salesforce Duplicate Management

You can customize the logic that’s used to identify duplicate records in Salesforce. You can control whether you allow users to create duplicate records inside Salesforce and to merge duplicate records. You also can create reports on the duplicates you do allow users to save.

Using and Managing Salesforce Products & Price Books

This webinar starts with an overview of Salesforce Products and how they are used in Opportunities. We show you how Products can be searched and selected within an Opportunity, including enhanced methods to search Products.

Customizing Salesforce Lightning Pages

In this webinar we show different ways to customize Salesforce Lightning Pages using the Lightning App Builder. We address some often-missed capabilities of Salesforce Lightning customization and components.

Creating & Using Salesforce Matrix Reports

Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. You might use this type of report for comparing related totals, especially if you have large amounts of data.

Quoting with Salesforce

There are three different ways to generate Quotes in Salesforce: a) create a new Salesforce Quote record linked to the Opportunity and send a Quote using the standard Salesforce Quote Template…

Overview of Salesforce Customer Community

The Salesforce Lightning Customer Community is a powerful portal that allows you and your customers to more easily interact. We find that most Salesforce customers, however, do not fully understand what can be done with the Customer Community and how to deploy it.

Using FormAssembly Web Forms with Salesforce

FormAssembly is one of the most popular Salesforce apps with our customers. It is amazingly powerful because it can be used in many ways to allow customers and partners to enter information into Web forms that can create or update records in Salesforce.

Simple Email Campaigns using Salesforce List Emails & Campaigns

FormAssembly is one of the most popular Salesforce apps with our customers. It is amazingly powerful because it can be used in many ways to allow customers and partners to enter information into Web forms that can create or update records in Salesforce.

Using Salesforce Search Features

Salesforce offers both simple and advanced features to quickly find and get to the record you want to work with. In this webinar, designed for all Salesforce users, we show different ways to search for records.

Salesforce Lightning User Tips & Tricks Spring 2020

This video is one of our most popular. It includes tips and tricks that nearly any Salesforce user will find helpful. Learn Salesforce shortcuts that reduce keystrokes.

Salesforce Administration Tips & Tricks 2020

Salesforce has so many features and capabilities that it is challenging for even the most experienced and savvy Salesforce Administrators to keep up on.

Salesforce Case Management

Salesforce Service Cloud is the leading Customer Service app. It offers just about every bell & whistle that any Call Center manager might ever desire. However, many companies using Salesforce do not operate large Call Centers.

Using & Customizing the New Salesforce Mobile App

With the Winter 20 Release Salesforce introduced a brand new Salesforce Mobile App. This new app is far easier to navigate and faster and easier to use.

Creating & Using Salesforce Macros

A little used and understood user productivity feature in Salesforce is the Macro. Macros can be used almost anywhere in Salesforce. You can easily define Macros that automate several keystrokes, making users more productive for repetitive tasks.

Creating a Salesforce Lightning Dashboard 2019

In this Webinar we show step-by-step how to create a basic Salesforce dashboard in Salesforce Lightning. We share a few tips and tricks as well as some best practices.

Salesforce Collaborative Forecasting Summer 19

A powerful feature of Salesforce that we often do not see being used is Collaborative Forecasts. For small sales teams simply viewing Open Opportunities in a List View usually works well.

Effectively Using Salesforce Lightning Activities 2019

One of the most essential features of Salesforce is the ability to track every phone call, To-Do task, email and meeting in Salesforce and linking them to Accounts, Contacts, Opportunities, Cases, projects and other objects.

Creating Custom Salesforce Fields 2019

Creating custom fields in Salesforce is rather simple. In this webinar, however, we discuss best practices, special considerations and Salesforce limitations when creating these fields.

Using Salesforce Campaigns 2019

In this Lunch & Learn Webinar we show how to use Salesforce Campaigns including some best practices and tips for campaigns.

Creating Salesforce Processes 2019

Salesforce Processes can automate many of your business processes and reduce keystrokes by your users. They also can ensure that best practices are being followed consistently and customer communications are done well.

Creating and Using Salesforce Validation Rules Spring 2019

Salesforce Validation Rules are used to ensure that necessary information is entered when necessary, and that the information entered is accurate.

Creating Salesforce Joined Reports

Joined reports let you view different types of information in a single report, so you create one report when previously you would have had to create several.

Salesforce Lightning for Outlook and Lightning Sync 2019

Salesforce offers apps for Microsoft Outlook and Exchange / Office 365: Lightning for Outlook and Lightning Sync. Lightning for Outlook works with Outlook 2016/2013 on Windows and Outlook 2016 on the Mac OSX operating system.

Salesforce Lightning User Tips & Tricks Spring 2019

This session is always our most popular. It includes tips and tricks that nearly any Salesforce user will find helpful. Learn Salesforce shortcuts that reduce keystrokes.

Salesforce Approval Processes

A Salesforce Approval Process automates how records can be approved in Salesforce. You can specify each step of an Approval, including from whom to request Approval and what to do at each point of the process.

Effectively Using Salesforce Activities

Perhaps the most essential feature of Salesforce is the ability to track every phone call, To-Do task, email and meeting in Salesforce and link them to Accounts, Contacts, Opportunities, Cases, projects and other objects.

Creating Salesforce Custom Formula Fields 2018

Custom Formula Fields can be used for many purposes including Graphical Representation of information (red, yellow and green icons/stoplights), Calculated values (e.g., Commission, Sales Potential, Margin)…

Creating and Using Salesforce Lightning Email Templates 2018

Salesforce email templates in the Lightning Experience user interface are very different than Salesforce Classic email templates.

Why use Marketing Automation

Most Salesforce customers are doing some sort of mass emailing for newsletters and other communications. But many are discovering the benefits of new marketing tools such as Pardot and Marketo.

Ascendix Search for Salesforce

Ascendix Search is an advanced searching and productivity-boosting app for Salesforce®. Whether you are an experienced Salesforce admin or a novice Salesforce user, you’ll be able to run advanced searches and perform multiple actions with your Salesforce records from the start.

Creating Salesforce Custom Formula Fields

Custom Formula Fields can be used for many purposes including Graphical Representation of information (red, yellow and green icons/stoplights), Calculated values…

Salesforce Lightning User Tips & Tricks Spring 2018

Configuring & Using Salesforce Path

Salesforce Path is a key Lightning feature. Path guides users along steps in a process, such as working an opportunity from a fresh lead to a successfully closed deal.

Creating & Using Salesforce List Views

How to create and use Salesforce List Views (using both Salesforce Classic & Lightning), including some custom List Views.