Emily Call

Emily Call

Enable Surveys Advanced Features in Salesforce

Salesforces surveys advanced features are really awesome tools to be used by Salesforce customers! However, they can be pretty complicated to enable. Personally, I’ve run into this issue before when...

How to Create a New Lead in Salesforce

In Salesforce, managing and nurturing potential customers is crucial for successful sales and marketing efforts. The Lead object serves as a central component in Salesforce’s Customer Relationship Management (CRM) platform,...

Create a Matrix Report in Salesforce

In Salesforce, generating insightful and comprehensive reports is essential for analyzing data, gaining valuable insights, and making informed business decisions. A matrix report is a powerful reporting feature that allows...

Create a Joined Report in Salesforce

In Salesforce, generating comprehensive and insightful reports is crucial for effective data analysis and informed decision-making. A joined report is a powerful reporting feature in Salesforce that allows users to...

How to Create a New Opportunity

The Opportunity object in Salesforce is a fundamental component of the Customer Relationship Management (CRM) platform that helps organizations manage their sales processes effectively. It serves as a central hub...