Level: IntermediateAdvanced Admin
Salesforce Schema Builder: See and Edit Your Data Model
Salesforce Schema Builder shows your objects, fields and relationships on one visual canvas, and it lets you add new objects and fields by dragging…
Tag
Intermediate
Level: IntermediateAdvanced Admin
Salesforce Roll-Up Summary Fields and Cross-Object Formulas
Salesforce Roll-Up Summary Fields calculate totals from child records and store them on the parent, such as the total fees collected for a course.…
Level: IntermediateAdvanced Admin
Salesforce Custom Report Types: A Step by Step Guide
Salesforce Custom Report Types let you choose exactly which objects and fields a report can use, including your own custom objects and their child…
Level: IntermediateAdvanced Admin
Salesforce Campaigns: Members, Hierarchies and Campaign Influence
Salesforce Campaigns help you plan a marketing effort, track who took part, and prove which deals that effort helped to win. A campaign can…
Level: IntermediateSalesforce
Salesforce Omni-Channel Routing and the Service Console
Salesforce Omni-Channel is a routing engine that pushes each new piece of work, like a case, to the best available agent at the right…
Level: IntermediateSalesforce
Salesforce Knowledge: Articles, Data Categories and Publishing
Salesforce Knowledge is a built-in library of help articles that agents and customers can search to solve problems quickly. Instead of writing the same…
Level: IntermediateSalesforce
Salesforce Entitlements and Milestones: SLAs Made Simple
Salesforce Entitlements tell your support team what level of help each customer has bought, and milestones track whether you deliver that help on time.…
Level: IntermediateSalesforce
Salesforce Case Rules: Assignment, Escalation and Auto-Response
Salesforce Case Rules are three automatic tools that decide who gets a new case, what happens when a case waits too long, and which…
Level: IntermediateSales Cloud
Salesforce Products and Price Books: Quotes and Forecasts
Salesforce Products and Price Books let you record exactly what you sell on each deal, at the right price for each type of customer.…
Level: IntermediateSalesforce
Salesforce AppExchange: How to Install and Manage Apps Safely
Salesforce AppExchange is the official marketplace where you can find ready-made apps, components and consultants for your Salesforce org. Instead of building every feature…