Salesforce comes with multiple user features, one of which is called Contact Roles. This simply organizes the members of the organization within the system so that every member knows who holds what role and who needs to be contacted should a particular need for assistance arises. It also informs organizational members of the best time to contact any point person. (more…)

In the Salesforce Connect system, there is a new feature that users will gain access to and it’s called Indirect Lookup Relationship. What you have here is a field type that can be used to connect custom or standard objects to external ones. You can consider it as an improved version of regular lookup relationships as the latter can only connect standard with custom objects. (more…)

There are different zones in Salesforce and one of them pertains to Articles. Zones refer to content collections and in this system, you can easily organize them for better tracking and accessibility. Did you know that you can classify articles and other knowledge components by following a few simple steps? What results are efficient and easy-to-navigate drop-down menus across the board. (more…)

Organization is quite easy when it comes to Salesforce. For example, there’s a data assignment function for answers that you can look into. Basically, you start with a category, create sub-categories, then assign questions under these. Here’s a sample series: Product > Features > Questions > Answers. (more…)

There are different tools that you can access in Salesforce. One of them is called Pardot and it’s something that can be highly beneficial for your business. (more…)

There might be times when you accidentally misplace or delete important data in Salesforce. Can you ever restore these deleted data? Luckily, Salesforce provides a way to recover your lost data. This article will cover troubleshooting the recovery of lost or deleted Salesforce data. (more…)

Sales teams effectively use Salesforce for generating and managing leads that can prospectively turn into successful sales. But not all of these B2B leads are actually sales-ready when they are turned over to the marketing team. To prevent this from happening, marketing automation tool Pardot can be integrated into Salesforce. (more…)

Salesforce Sales Cloud has a feature that lets you import your offline conversions into AdWords. Google AdWords is one of the biggest online advertising services on the Internet, so merging its functionalities in offline conversions to Salesforce makes it even more productive for marketing and sales teams. (more…)

Have you heard of forecasting? In Salesforce, you can actually choose to customize this feature so that it becomes easier for your team not only to view available forecasts on the system but also submit their own series of documents within the same platform. (more…)

In the Salesforce program, users that have developer and administrator access can choose to create what are known as console components. Console components are things that help identify potential resolutions for business processes that have been automated. There are different types of console components that can be created in Salesforce but the same steps apply to their creation. (more…)