Level: IntermediateSalesforce
Salesforce Duplicate Rules and Matching Rules Explained
Salesforce Duplicate Rules and matching rules stop the same customer, lead or course from being entered twice. Duplicates look harmless at first. Then a…
Tag
Intermediate
Level: IntermediateSalesforce
Lightning App Builder: Build Custom Apps in Salesforce
Lightning App Builder is the drag-and-drop tool you use to design pages in Salesforce. You already used it in our page layouts and Lightning…
Level: IntermediateSalesforce
Salesforce Flow Types: Screen, Record-Triggered and Scheduled
Salesforce Flow Types decide how and when your automation starts. In our first Flow Builder guide, you built a simple flow and learned the…
Level: IntermediateSalesforce
Salesforce Approval Processes Step by Step
Salesforce Approval Processes send a record to the right person for a yes or no before a change takes effect. Think of a big…
Level: IntermediateSalesforce
Salesforce Data Loader and Data Import Wizard Guide
Salesforce Data Loader and the Data Import Wizard help you move many records in or out of Salesforce at once. Typing 500 courses by…