Send Custom Notification Using Salesforce Surveys
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...
Update a Record Using Salesforce Surveys
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...
Create a New Record with a Salesforce Survey
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
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...
Create a Data Mapping in Salesforce Surveys
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...
Add a Matrix Question to Your Salesforce Survey
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...
Exporting a Report in Salesforce
In the fast-paced world of business, the ability to transform raw data into actionable insights is invaluable. Salesforce, a leading customer relationship management (CRM) platform, not only empowers organizations to...
Creating Summary Reports in Salesforce
In today’s fast-paced business environment, data is the driving force behind informed decision-making. This is where Salesforce’s summary reports come into play. Summary reports offer a dynamic way to distill...
Create a Tabular Report in Salesforce
In Salesforce, generating meaningful and organized reports is crucial for analyzing data, tracking performance, and making informed business decisions. A tabular report is a powerful reporting feature that presents data...
Create an Account Report in Salesforce
In Salesforce, generating insightful and comprehensive reports is crucial for analyzing customer data, tracking sales performance, and making informed business decisions. An Account report is a powerful reporting feature that...