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Posted inin Salesforce Admin
Salesforce Reporting

How to Create a Metric Dashboard Component in Salesforce

Posted byby Emily Call
May 10, 2023

Using a metric dashboard component in Salesforce is a powerful feature that allows users to track and monitor key performance indicators (KPIs) and other important metrics. Essentially, metric charts provide...

Posted inin Salesforce Admin
Salesforce Reporting

Create a Gauge Dashboard Component in Salesforce

Posted byby Emily Call
May 9, 2023

Using a gauge dashboard component in Salesforce is a powerful feature that allows users to visualize data in a way that is more intuitive and user-friendly. Essentially, gauges are circular...

Posted inin Salesforce Admin
Salesforce Reporting

Create a Donut Chart Dashboard Component in Salesforce

Posted byby Emily Call
May 5, 2023

Using a donut chart dashboard component in Salesforce is a powerful feature that allows users to visualize data in a way that is more intuitive and user-friendly. Essentially, donut charts...

Posted inin Salesforce Admin

How to Install a Package in Salesforce

Posted byby Emily Call
May 3, 2023

Installing a package in Salesforce is a powerful feature that allows users to easily add new functionality and capabilities to their Salesforce org. Essentially, packages are pre-built sets of code,...

Posted inin Salesforce Admin
Salesforce Reporting

Subscribe to a Dashboard in Salesforce

Posted byby Emily Call
May 2, 2023

Subscribing to a Salesforce dashboard is a powerful feature that allows users to receive regular updates and notifications about the performance of their business metrics. Essentially, subscribing to a dashboard...

Posted inin Salesforce Admin

How to Enable Account Teams in Salesforce

Posted byby Emily Call
April 28, 2023

Salesforce account teams are a powerful feature that enable individuals and teams to collaborate on managing customer accounts within the Salesforce platform. Essentially, account teams provide a way to assign...

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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...

Posted inin Common Errors
Salesforce Admin

Kanban View in Salesforce Lists

Posted byby Emily Call
April 26, 2023

Salesforce list views with Kanban view is a powerful feature that allows users to visualize their data in a way that is more intuitive and user-friendly. Essentially, Kanban view is...

Posted inin Salesforce Admin

How to Create a Dependent Picklist in Salesforce

Posted byby Emily Call
April 21, 2023

Salesforce dependent picklist are a powerful feature that allows users to create dynamic lists of options that change based on previous selections. Essentially, dependent picklists help to streamline data entry...

Posted inin Salesforce Admin

How to Assign a Task to a Queue in Salesforce

Posted byby Emily Call
April 19, 2023

Salesforce tasks are an important feature of the Salesforce platform that help individuals and teams stay organized and on top of their responsibilities. Tasks are essentially to-do items that need...