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Imported for Person Accounts in Salesforce - All You Need To Know
Required Editions Information Import Wizard accessible in both Salesforce Classic and Lightning Experience. Information Import Wizard accessible all told Editions other than Database.com. Individual records…
What is Schema Builder in Salesforce? | All You Need to Know
Schema Builder is a graphical tool in Salesforce that allows you to create, modify, and visualize data models of your Salesforce organization. It provides an…
Why Duplicate Data Is a Problem | Salesforce Guide
In the event that you follow the Optimize Sales Features for Lightning Experience trail, you know the Salesforce administrator, Maria Jimenez, at Ursa Major. She…
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How to Use Salesforce for Project Management
When you think of CRM software, "Salesforce" is probably one of the first words that comes to mind. But Salesforce can do so much more…
Field Level Security In Salesforce
Field-level security is a setting that lets Salesforce admins define user restrictions as to who can access specific org data. The setting lets the admin…
Create Customers for Life with the Loyal Program in Salesforce
Ever thought about how you can retain your customers in this cutthroat competition in this growing market? A customer loyalty program is one of the…