by Lucas Felman | Nov 2, 2021 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Inline Edits Salesforce Winter 22: CAS Come and See Video Inline Editing on Salesforce reports is here for Winter 22 release! Now you can edit text fields and numeric fields, and Salesforce is now going to open up date fields, picklist and lookup fields. You can start...
by Lucas Felman | Oct 8, 2021 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Auditing Salesforce Listviews: CAS Come and See Video Why should I audit my Salesforce List Views? How can I audit my Salesforce List Views? Salesforce Admins should audit the listviews in their org on a regular basis. Some reasons you may want to use Flow with your...
by Lucas Felman | Sep 17, 2021 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption
Send Better Email with Salesforce Flow: CAS Come and See Video You can send targeted emails with Salesforce using Flow. This is a great solution if you’re not sending a ton of emails; if you’re sending too many emails, you’ll definitely hit...
by Lucas Felman | Feb 12, 2021 | Managing Salesforce User Adoption
Salesforce Flow Scheduled Paths: The Salesforce Spring 21 release is incredibly exciting for Flow-natics like Cory from Cloud Adoption Solutions. Join Cory as he shows you how the capabilities of Salesforce Flow are expanding, and how Flow is comparing to Process...
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