Add an Opportunity Stage in Salesforce
Adding an Opportunity Stage to the stage list is something you’ll likely do a lot as a new admin. This is fairly simple and straightforward however you can run into...
How to Create a Page Layout in Salesforce
Creating a page layout or modifying a page layout in Salesforce is both simple but can get extremely complex. This is highly dependent upon the different pieces of information that...
How to create a global picklist set
Global Picklist Sets in salesforce are a really useful tool to know for a multitude of reasons. One, this will be covered across a few different salesforce exams. For those...
Creating Report Formulas in Salesforce
Report Formulas in Salesforce can be very tricky, but with a little practice and a simple scenario to grasp the concept they can be a great tool in your Salesforce...
10 Ways to Get Salesforce Experience
Getting Salesforce experience can be extremely daunting. It can also be tricky to understand what qualifies as experience. We’re getting into all of that! This post is all about how...
Create an Email Field in Salesforce
Salesforce is a really fantastic tool for entering very specific information. This information could be anything from images to phone numbers. However, today we’re going to be going over how...
Big Deal Alerts in Salesforce
Salesforce is constantly updating its features. However, we still have some of the older tools that have not been removed from the system. Big Deal Alerts are one of these...
Approval Processes
Salesforce really shines when it comes to automation. Approval Processes are one of these automations! Approval processes take a record and based upon a certain set of criteria, have you...
Moving and Manipulating Data in Salesforce
Data is the purpose of Salesforce. Moving and Manipulating that data is what makes salesforce so awesome! Any mass movement of data can be done using a tool and manual...
Quick Actions in Salesforce
Quick actions are part of the salesforce mobile app. The only time I’ve ever used or set up quick actions were for trailhead or for studying for the App Builder...