William J. Montgomery
MemberPopular Salesforce Blogs
How to connect multiple accounts to single contact in Salesforce?
Setups to connect contacts to multiple accounts is quite easy and quick. Following are the steps to be followed: Go to Setup, enter Account Settings…
What’s New in Salesforce Health Cloud Features? – Summer ’19
Salesforce Health Cloud Features – Salesforce releases more than 150 features three times a year during its seasonal releases – Spring, Summer, and Winter. Each…
Popular Salesforce Videos
How To Create Global Picklist In Salesforce
Learn how Global Picklist is created in Salesforce. The following points will be covered in this tutorial - 1. Introduction To Global Picklist Global picklist…
Salesforce Validation Rules - Keep your Data Clean
Watch this short video for just over 2 minutes and learn how to keep your Salesforce data clean? The answer is simple: Use field validation…
Salesforce Platform Quick Tip: How to Access Popular Items in a Single Click
Want to get to the things you use most with fewer clicks? Trailblazer and Senior Salesforce Developer, Ellie Matthewman shows us how to use favourites…
Popular Salesforce Infographics
How to Navigate a Successful Salesforce Implementation
There are many ways to navigate a Salesforce implementation. Check out this infographic to learn how to do it successfully.
Infographic: State of Service 2019
Did you know that 64% of people think that customer experience is more important than price in their choice of brand? The new trends in customer service…
How Sales Reps are Staying at the Top of Their Game | Salesforce Guide
Sales reps around the world had to rapidly adopt new methods to work around lockdowns and travel restrictions. In some cases, this meant learning new…