by Simplus team | Aug 29, 2014 | Admin, Latest News, Sales Cloud
Use What You Pay For in Salesforce Episode 4: Salesforce Dynamic Dashboards Dynamic Dashboards allow you to view a dashboard as the running user (rather than the standard static user). So say you need a Sales Pipeline dashboard, which should show an individual just...
by Simplus team | Aug 15, 2014 | Admin, Latest News, Sales Cloud
Salesforce Forecasting allow you to predict and plan the sales cycle based on a rollup of Opportunities. This rollup is determined by several factors in the Opportunity. As long as those data points are kept accurate, you don’t have to do much to take advantage of the...
by Simplus team | Aug 8, 2014 | Admin, Latest News, Sales Cloud
Salesforce Record Types allow you to offer different business processes, picklist values, and page layouts per record, based on criteria in the record, and can be applied to all objects (standard or custom). A common use-case of Record Types is for different types of...
by Simplus team | Aug 1, 2014 | Admin, Latest News, Sales Cloud
Use What You Pay For in Salesforce Episode 1: Salesforce Field History Tracking Salesforce Field History Tracking allows you to track changes on up to 20 fields per object by capturing the prior value, the user, and the date/time of the change. You can then run...
by Simplus team | Jul 30, 2014 | Admin, Latest News, Sales Cloud
Use What You Pay For in Salesforce With all the bells and whistles you get out-of-the box with Salesforce, it’s easy to miss some of the hidden gems that also come standard but aren’t automatically enabled or need a little attention to get up and running. Make sure...
