Set up Forecasts in Salesforce
The forecast feature in salesforce is a really awesome way to show how your sales pipeline is forming and performing for the next few quarters. This allows you to take...
Campaigns in Salesforce
Campaigns in salesforce are one of the key parts of the marketing cloud. They allow us to show some of the KPIs for each campaign that we track. Tracking this...
Create a Custom Fiscal Years
Custom fiscal years in salesforce are the ability to change the standard fiscal years and change the whole structure of the calendar year. In practice this is used for changing...
Inline Editing in Salesforce with List Views
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...
What does a Salesforce Admin Do?
The Salesforce Admin career path is newer career path in the tech space and is becoming increasingly more popular. Salesforce also has projected millions of new jobs across all the...
How to Set up the Data Loader on an M1 Mac
Today we’re going to be going over how to install the data loader on mac. More specifically the M1 Mac. The process is almost identical but it is slightly different....
How to Create a Field Set in Salesforce
The field set in salesforce is a great tool to combine a few fields into a grouping that can later be used in Apex triggers and in the growingly outdated...
How to Create a New Lead Stage in Salesforce
The lead stage is one of the most important pieces of the lead data model. It is incredibly useful when trying to get a grasp on how a lead is...
How to Create a Geolocation Field
The geolocation field in salesforce is an extremely unique field. It uses longitude and latitude to display a location anywhere in the world. In practice, I have seen this used...
How to Create a Percent Field
The percent field is a great field to use when the number field is not sufficient and you need to show some type of percentage. This field is easily mistaken...