Relative Dates in Salesforce

This article is about the Relative Dates explains them in more detail, but the short version is that instead of using a specific date like 4/1/2019, you can use a “relative” date like “TODAY”, “NEXT WEEK”, “LAST QUARTER”, and so on. You can immediately see how these are useful in reports, because you can simply plug in …

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Improve Salesforce Adoption by New features

One of the biggest challenges that Salesforce Administrators face is getting end-users to use the system regularly. Often there is a rush of excitement (and fear) when Salesforce is first rolled out to a company, team, or department. Then, that initial burst of enthusiasm passes and it can be hard to get people to change …

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Salesforce issues in Google Chrome and ways to trouble shoot

From this Blog post giving you more information on what are common issues we face while logging in salesforce using Chrome and remedies. 1. Salesforce Mobile - Record pages will not load or load to Blank / White screen Repro 1. Log into the Salesforce Android mobile app. 2. Leave the app idle for an …

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Salesforce Territory Management Process

Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. With Territory management businesses are able to increase overall revenue by ensuring that all market segments are …

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