How to enable and use Lightning Email Template Builder

Email Template Builder has changed the face of creating Email Templates and mass mailing in general with Salesforce. The new Template Builder allows you to create more tailored messages to the needs of an ever-changing market.  By itself, Email Template Builder is very easy to use and intuitive.  Therefore, in this post, we will mainly… Continue reading How to enable and use Lightning Email Template Builder

Lead Conversion

Once we have created a new record on the Lead object and after initial discussions with a potential client, we would like to move on to the next sales process, i.e. creating records on objects: Account, Contact i Opportunity.  Conversion, as standard Salesforce automation is called, allows you to create 3 records with 2 clicks… Continue reading Lead Conversion

Lead Object

Work in Salesforce is based on 4 basic objects like: Leads – potential customers or potential interests Accounts – companies with which we already cooperate Contacts – these are employees of companies, they can often be people previously saved as Lead Opportunities – a record by which we prepare and present an offer for the… Continue reading Lead Object

Summary Salesforce Summer’21 Release.

To sum up Salesforce Summer’21 Release, the latest system update, we wrote 6 articles for you, which in our opinion are the most interesting solutions introduced this summer. As the last article in this series, we would like to present you the summary Trailhead (platform for learning Salesforce), where you will find tasks and descriptions… Continue reading Summary Salesforce Summer’21 Release.

LinkedIn with Native Sales Navigator Integration

LinkedIn Sales Navigator is available to Salesforce users who have Linkedin license – Sales Navigator Team or Enterprise. This solution allows you to view linkedin contacts directly in Salesforce. With the latest Salesforce Summer’21 Release, LinkedIn Sales Navigator is available directly in the system and there is no need to install an external application from… Continue reading LinkedIn with Native Sales Navigator Integration

Mass Action from Split View

An interesting convenience introduced by Salesforce with the Summer’21 Release is the ability to perform mass actions from the Split View. Previously, mass editing of records was only possible in the Table view. Split View is a combination of viewing records in the form of a table and a full record editing view. The attached… Continue reading Mass Action from Split View

Download a Dashboard Image to a File – Salesforce Summer’21 release.

Brief information about the new helpful solution used in Dashboards. The ability to download the Dashboard view in .PNG format has been added, which allows you to create a ‘screenshot’ without having to use an external screen capture tool. This option is available from the drop-down list of buttons in the upper right corner of… Continue reading Download a Dashboard Image to a File – Salesforce Summer’21 release.

Report Inline Editing – Salesforce summer’21 release

Another summer novelty that the Salesforce update brought us is the ability to edit fields in records directly in the Report. This saves time when you want to improve some value by reviewing the data with the report. Thanks to this improvement, we will not have to open each record separately in a new tab,… Continue reading Report Inline Editing – Salesforce summer’21 release