Over the past year we have done many blog posts on Salesforce tips and best practices. Now, at the end of the year, it seems like a good time to share some of the most popular ones. Besides, we’re too buy drinking eggnog to create any new posts this month.
In this post, we show you how you can use Salesforce List Views to filter on any field you have access to – on the object you are creating the view for – and how you can choose up to 15 fields to display as columns. You can pick the order that the columns display in and you can even sort by a column ascending or descending.
In this post, we show you how to use Salesforce Activity and Task Management to easily schedule tasks and events, assign tasks to other team members, prioritize your tasks and events by due date, and then track them through custom lists and dashboards.
In this post, we give you tips on how to eliminate and prevent the Salesforce duplicates that can cause all sorts of issues from wasted effort to inaccurate reporting.
We’d like to wish everyone Happy Holidays and a Prosperous and Safe New Year!
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