Adding Google Analytics to your salesforce experience site can be a really power tool to gather insight into your company’s health. This helps to show the details about how many...
Sending a custom notification using salesforce surveys is a great tool to have in your pocket! It can help you notify your salesforce users of important updates to their customers...
Using Salesforce surveys to update your records is a really powerful tool! This can be a crucial piece in making your data quality the best it can be! Some use...
Creating a new record with a salesforce survey is a really great tool to have in your pocket! Use cases could include creating a new lead from a survey or...
Merge fields in salesforce surveys are an incredibly powerful tool! These are fantastic to add personalization to your surveys when gathering feedback. This feedback is incredibly important and using merge...
Data Mapping in Salesforce Surveys is a really powerful tool when collecting data from your customers. It can help your data in incredible ways! The main point when it comes...
Matrix questions are an incredibly powerful tool to add to your salesforce survey! This tool allows you to add multiple questions in a disagree-to-agree scale to gain a lot of...
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...
Salesforce list views with Kanban view is a powerful feature that allows users to visualize their data in a way that is more intuitive and user-friendly. Essentially, Kanban view is...
Inline editing can be really tricky especially because there isn’t much documentation on why things are not working. Spoiler alert: it is probably because you have multiple record types on...