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For Admins

Every year, Salesforce releases three major updates to its platform. The Winter, Spring, and Summer releases are planned far in advance, and they follow a strict schedule. Because of this, all users have adequate time to prepare and test for a seamless release. With the...

Einstein Analytics is a self-service application that uses artificial intelligence (AI) to analyze data for reports. It’s a secure, trusted, scalable, and mobile Salesforce solution that brings powerful analytics to users through an intuitive point-and-click interface. Where other solutions require data scientists, schemas, or queries,...

Within our Metrics 101 series, we’ve already explored why metrics are useful and how to design them in theory. But what are the technical details behind creating reports and dashboards within Salesforce? In this article, we will walk you through a step-by-step guide to transforming...

In just about every industry, executives and managers use reports to make crucial business decisions. Companies use carefully crafted metrics to measure success, drive improvements, and identify areas for new opportunities. With so much potential value, organizations everywhere should be investing resources in developing powerful...

For the past seven years, Dreamforce has hosted a forum titled “True to the Core.” In this customer-focused session, speakers from the Salesforce product team provide transparency into the development process for core platform features. Historically, they have used this time to review community-generated ideas...

With Dreamforce 2019 concluding last week, the Salesforce community is buzzing with excitement. The opening keynote touched upon many new innovations, and all additional keynotes built upon that foundation. In this article, we will be exploring the Einstein Keynote titled, “Your AI Journey Begins Here.”...

Dreamforce 2019 concluded last week in San Francisco, CA, revealing exciting news about Salesforce’s future. To kick off the event, Salesforce CEOs Marc Benioff and Keith Block hosted the opening keynote titled, “Trailblazers, Together.” They addressed a fully-packed arena along with 13 million registered online...

As part of the Winter ’20 Release, the Salesforce Mobile App has been completely transitioned to Lightning. This change not only comes with new capabilities and functionality, but it also includes a UI update. However, the new app requires admin activation, and users will remain...

Chatter is a powerful communication and collaboration tool housed within the Salesforce platform. With it, users can make Chatter posts on profiles, groups, and records. You can use it to collaborate on sales opportunities, service cases, campaigns, projects, and other Salesforce objects. By allowing your...

Service Cloud is a highly-adopted Salesforce application that many companies use to support their customers. But with businesses being different on so many fronts, how can you decide if this application will benefit your company? It’s important to completely understand the benefits and costs of...

Marketing Cloud is a popular Salesforce application that many companies add to their platform. But with all of the hype, how can you know if it is right for your business? As with any major purchase, it’s important to do thorough research before signing any...

In most industries, companies use internal communication tools to share information between employees and departments. Many organizations use more than one; email, instant messenger, portals, and message boards are all common communication tools. But did you know that Salesforce has its own tool that integrates...