Salesforce Essentials Archives

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Salesforce Essentials

Exporting a Report in Salesforce

Posted byby Emily Call
August 13, 2023

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...

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Salesforce Essentials

Creating Summary Reports in Salesforce

Posted byby Emily Call
August 11, 2023

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...

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How to Create a New Account in Salesforce

Posted byby Emily Call
July 2, 2023

In Salesforce, managing and organizing customer information is essential for effective customer relationship management (CRM). The Account object serves as a central component in Salesforce’s CRM platform, allowing organizations to...

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How to Create a New Lead in Salesforce

Posted byby Emily Call
July 1, 2023

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,...

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How to Create a New Contact in Salesforce

Posted byby Emily Call
June 30, 2023

In Salesforce, managing and nurturing relationships with customers is vital for building strong business connections and driving sales success. The Contact object serves as a core component in Salesforce’s Customer...

Report Types vs Report Formats Salesforce

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Salesforce Essentials

Report Types vs. Report Formats in Salesforce

Posted byby Emily Call
November 15, 2022

Report Types and Formats in Salesforce can be very confusing, especially when you are newer to the salesforce ecosystem. The differences between these two functionality is crucial to know for...

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Salesforce Essentials

How to Create a Custom Profile

Posted byby Emily Call
November 2, 2022

Custom profiles in salesforce are the bread and butter of object-level security for any org. Profiles are where you open up access from the org-wide default security to groups of...

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Salesforce Essentials

How to Set up the Data Loader on an M1 Mac

Posted byby Emily Call
October 27, 2022

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....

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Salesforce Essentials

How to Create a New Lead Stage in Salesforce

Posted byby Emily Call
October 27, 2022

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...

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Salesforce Essentials

How to Create a Geolocation Field

Posted byby Emily Call
October 26, 2022

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...