Big Idea or Enduring Question: How can the ownership of Lightning Dashboards be transferred in Salesforce? Objectives: After reading this blog, you’ll be able to: Transfer the ownership of lightning dashboards and much more Business Use case Isabella Stewart, a Salesforce Administrator at Gurukul On Cloud (GoC), was approached by
Category: Sales cloud
Create Quotes Without a Related Opportunity
Big Idea or Enduring Question: How can you create a quote without associating it with an opportunity? Objectives: After reading this blog, you’ll be able to: Create a quote without a related opportunity and much more Business Use case Isabella Stewart, a Salesforce Administrator at Gurukul On Cloud (GoC), was
How to Pass Salesforce Sales Representative Certification Exam
As a newly minted Salesforce Certified Sales Representative, I am sharing my study experiences with you and want you to be the next one to ace it! So, get ready and dive in! Sales is a high-pressure job, but it can be highly rewarding. Succeeding in sales takes confidence as well
Implement Gamification to Your Salesforce
Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales? What are the ways to automate gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Learn how to use a Decision element
Auto Add Opportunity Team Member to Opportunity Follower
Big Idea or Enduring Question: How can you automatically add Opportunity Team Members to a follower on an Opportunity? Objectives: After reading this blog, you’ll be able to: Work with get records element to find the record Use decision element to check record values Use create records element to automatically
Auto Add Members to Account Team
Big Idea or Enduring Question: How can you automatically add specific users to the account team? Once an Account Manager creates a new account, the Manager can add a team member, or multiple team members, to an Account Team. This blog is a sequel to my previous blog – Auto
Display Last Activity Date on Object Record Detail Page
Big Idea or Enduring Question: How to keep track of the last activity date and show it on the object detail page? Objectives: After reading this blog, you’ll be able to: Understand the differences between Last Activity and LastModified Dates Understand how Salesforce calculates the LastActivity Date Create a formula field to
Customize Product Multi-Line Layout in Salesforce
Big Idea or Enduring Question: How to customize columns in Add Products dialog box? We often come across the requirement to add or remove fields from Add Product or multi-line layouts for opportunity products in lightning experience. For example, Add Products Left in Stock field on Add Product page. Add Corporate Discount