Uncategorized Archives - Salesforce Emily

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Organization-wide Email Address in Salesforce

Posted byby Emily Call
October 13, 2023

Organization-Wide Email Addresses in Salesforce serve as a versatile tool for enhancing communication within your organization. This feature enables you to send emails on behalf of your organization, allowing for...

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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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Create a Line Chart Dashboard Component in Salesforce

Posted byby Emily Call
May 16, 2023

Using a line chart dashboard component in Salesforce is a powerful feature that allows users to track and visualize trends in their business metrics over time. Essentially, line charts are...

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Enable Opportunity Teams

Posted byby Emily Call
April 27, 2023

Salesforce opportunity teams are a powerful feature that allow individuals and teams to work collaboratively on sales opportunities within the Salesforce platform. Essentially, opportunity teams provide a way to assign...

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Move a Field In Salesforce

Posted byby Emily Call
April 19, 2023

Moving a field in Salesforce refers to altering its position within a page layout. There are several reasons why you might want to move a field, which mainly revolves around...

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Dynamic Dashboards in Salesforce

Posted byby Emily Call
November 2, 2022

Dynamic Dashboards in salesforce are a great tool for upper leaders in a company to look at KPIs from the different standpoints of a company. This tool allows you to...

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Trailhead: Create a Home Security Bundle with Product Rules

Posted byby Emily Call
May 6, 2022

Trailhead is such an amazing tool in our ecosystem to learn salesforce. With that, you can learn most of the ‘extras’ offered by salesforce. One of these extras is CPQ...

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Trailhead: Build a Discount Calculator

Posted byby Emily Call
May 6, 2022

It’s no secret that trailhead is an amazing way to learn Salesforce. Particularly the automation tools. Flows are the future of Salesforce automation. So it is so amazing when we...

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Salesforce App Builder Certification Study Guide

Posted byby Emily Call
April 12, 2022

My next certification that I am shooting for will be the App Builder Certification. This is one of the few certifications that crosses between an administrator path and a developer...

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What is an Apex Static Method

Posted byby Emily Call
April 12, 2022

As you may know, APEX in salesforce is extremely similar to Java. So in researching this topic you may want to take a look at both SFDC and Java Resources....