Salesforce

Salesforce Surveys is now available with the Spring ’18 release! This new feature allows you to create easy-to-use forms for collecting feedback and data by using a simple editor. All the survey data you collect is stored within your org. You can then use Salesforce to view survey data, create reports and dashboards, and share insights with your company. I’m going to walk through how to enable, customize and activate your first Salesforce Survey.

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.

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.