A Little Bit
Salesforce
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How To Bulk Create Campaign Member Statuses in Salesforce
Standard campaign statuses are essential to have consistent reports within Salesforce, but there’s no easy way to bulk create new statuses within the UI. In this tutorial, I’ll show you how to bulk create campaign member statuses in Salesforce using the Data Loader.
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12 Noteworthy Features in the Salesforce Winter ’18 Release
The Salesforce Winter ’18 release is coming soon. So it’s time to do a recap of my favorite features coming up in the new release. This release builds artificial intelligence (AI) right into the Salesforce platform, so you can build apps that get smarter with every interaction. Here are my top 12 picks for the Winter ’18 release including dynamic branding in Communities, multi-touch campaign influence models and an enhanced out of office feature in Chatter.
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5 Noteworthy Sales Cloud Features in the Salesforce Spring ’17 Release
The Salesforce Spring ’17 release is being rolled out to all ORGs later this week, so it’s time to do a recap of my favorite features coming up in the new release. This release includes some of the most-requested Lightning Experience usability enhancements. If you’re like me and have been hesitant to switch your Sales Cloud users over to the Lightning Experience, this release might change your mind.
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5 Noteworthy Sales Cloud Features in the Salesforce Winter ’17 Release
The Salesforce Winter ’17 release is almost here! So it’s time to do a recap of my favourite features coming up in the new release. This release has a whopping 300 new and improved features that came from over 65,000 suggestions on the IdeaExchange! Here are my top 5 picks for the Winter ’17 release including customizable campaign influence, activity filters and the ability to add multiple people to campaigns quickly.