Out Of the Box, Power of Point & Click, Process builder

The Deceptive LastActivityDate (as many call it) – Find the real one using the Process builder !

January 29, 2017 — 3 Comments

Flows, Power of Point & Click, Process builder

Power of Point & Click Series – 4 : Auto-associate a new Lead with an existing Contact using flows !

December 3, 2016 — 0 Comments

Formula Tricks, Out Of the Box, Power of Point & Click, Reports

Power of Point & Click Series – 3 : How to build formula in Salesforce Reports !

November 19, 2016 — 2 Comments

Power of Point & Click

Power of Point & Click Series – 2 : Learn how to Set up recurring Time-based workflows in Salesforce!

November 13, 2016 — 20 Comments

Power of Point & Click, Roll-up Summary fields

Power of Point & Click Series – 1 : Tricky ways to use roll-up summaries to your best !

November 13, 2016 — 0 Comments