Tag: Platform

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How to Configure Synonym Groups in Salesforce

Synonym Groups is another productivity feature in Salesforce that allows  you to define synonyms for specific keywords so that your users can search inside Salesforce ...
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How to Show Account Logos in Salesforce

In Salesforce, you can enable Account Logos in setup along with Automated Account Fields to show logos to reps when they are viewing an account.
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How To Set Up & Use Quick Text in Salesforce

Quick Text is a great productivity feature from Salesforce. It can save users' time from typing repetitive text, such as greetings, answers to FAQs etc
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How To Manage Duplicate Records in Salesforce

How To Manage Duplicate Records in Salesforce? Salesforce has an out of the box feature (called “Duplicate Management”) to identify, alert and handle duplicate records
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How To Determine Your Salesforce Instance and it’s Location

How To Determine Your Salesforce Instance and it’s Location. There are 3 methods to find out the name of your Salesforce Instance. And once you ...
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Step By Step Guide on Getting Started with Salesforce Console

How to get started with Salesforce Console. How to configure it, customize it and use it. Here is a step by step visual guide to ...
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Visualize Your Data in a Calendar

Here is a step-by-step guide on how to create a custom calendar on an object in Salesforce and visualize your data in a calendar.
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Met the New Salesforce … and Fell In Love All Over Again !

The New Salesforce. The New UI. It's cool, sleek, beautiful, elegant, sexy. Enterprise software need not look boring and monotonous. It can be glamorous.
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How To Get a List of All Your Salesforce Objects & Fields

Get a list of all the objects and fields in your Salesforce org using this simple application. There is no need to install anything on ...
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Introducing All Access Pass