Codleo Consulting
CompanyMy Favorite Discussions
Popular Salesforce Blogs
Assign Permission Set at the User Creation Made Simple: What You Need to Know | Salesforce Guide
Step 1: Create a Permission Set Step 2: Create a Record- Triggered Flow to Assign Permission Set at the time of User Creation Don't forget…
Learn All About Salesforce CPQ Discount Schedule
Discount Schedule refers to the discount on the Products based on some particular criteria like Quantity of the product that customers buy, Term of subscription…
Major Problems That NGOs Face and How Salesforce's NPSP Solves Them
Non-Governmental organizations play a vital role in the growth of any society, community, or country. In many cases, they can also bridge the gap between…
Popular Salesforce Videos
What are the Objects in Salesforce?
What is the difference between Profile Vs Permission Set? Salesforce Interview Questions and Answers by CRS Info Solutions. Watch this video to learn more. Read…
Difference between Profile and Roles in Salesforce
Learn about the difference between Profile and Roles? Watch this video and do let us know if you have any questions or concerns.
How to Find More Prospects, Win More Deals, and Keep Customer Happy with Salesforce Essentials
Watch this video to learn how to minimize busy work and empower your sales and support teams to spend more time closing deals and engaging…
Popular Salesforce Infographics
How Your Business Can Leverage The Power of Salesforce Community Cloud?
Community Cloud is a cloud-based platform that enables businesses (small, medium, big) to build exceptional and interactive CRM-powered portals, forums, and sites that are faster…
How to Choose the Right Salesforce Partner | Infographic
Choosing the right partner is a key factor that can make or break the success of your project. Salesforce is a powerful CRM platform, which…
Salesforce vs. MS Dynamics 365 - Which is Best For You?
Two of the most popular options are Salesforce and MS Dynamics 365. And while every business has different priorities, there are some features, like user…