View Lightning Records Using Full View
Discover the advantages of using Full View to view your Lightning records. This feature provides a comprehensive view of all your data in one place. You still miss the old-style classic page view where you can have your record details and the related records on the same page without navigating or clicking to any page. Then there is great news for you. Now, with Salesforce records full view feature. You can have your record details and the related list records in a single page with a full view It gives off a more classic feel to the page layout. No more clicks and navigate to tabs. **New Feature – Full view (1) displays all details and related lists on the same page. Grouped view (2) – the original Lightning Experience record view, focuses on specifics by grouping information across tabs and columns. If you’re already using Lightning Experience, you can change your org’s default record view in Setup Enter Record Page Settings in the Quick Find box, and select Record Page Settings and enable the full view with the help of your system administrator Note: To maintain performance quality, Full view isn’t available for all org configurations. To access Full view your page layout must have: Request a Free Consultation YOU MIGHT ALSO LIKE
Display List as Split View for Standard Navigation
Do you often find yourself working through multiple records in a list? Looking for a better way to navigate your website? Consider using split-view display lists for standard navigation. Find out why in this informative post. This Cool feature by Salesforce gives the standard ListView layout a real boost, it will allow you to view the data in the list view as well as the detail of the selected record. If you have previously worked with the Console view, this gives a very similar feel. You just need to change the DISPLAY AS dropdown to Split View to use this feature. It’s easy and increases your productivity while working with multiple records at a time. You can see a list view and a record side by side. No extra click by navigating back and forth between the list and records. It is an amazing feature to take an overview of your records in no time by quickly skimming through a set of records. Note: The split view feature is only applicable for the objects added as a navigation item on the navigation bar. Request a Free Consultation YOU MIGHT ALSO LIKE
The Ultimate Checklist for Choosing the Perfect Consultant
Choosing the right consultant can make or break your project. Follow these 5 essential tips to ensure you find the perfect fit for your needs 1. Solid experience A good consultant should have the experience to deal with challenges. She or he may not know your specific company or industry, but you and your people know your company and your industry quite well, don’t you? What the consultant brings to the table is experience in addressing the types of issues you face; Consultant’s customer testimonials and previous projects show their successful implementations. These consultants will often be able to leverage some of this work and knowledge to more efficiently build your solution. 2. Strong communication skills A consultant should possess strong communication skills, verbal as well as in writing. Perhaps more important than the Consultant’s ability to speak articulately and write eloquently, is his ability to listen. 3. Create excellent Bond For any consultant to be successful in helping your company, a trust-based relationship should be there so that you should be comfortable sharing sensitive details of your business. Happy clients can point to great customer service. The client coming back to the Consultant is a very good indicator of a customer’s abilities. 4. Certification Appropriate qualification shows their updated knowledge in their respective domain and the Salesforce technology upgrades. Salesforce certifications usually are a good indicator of a Consultant’s knowledge. 5. Dependable character An effective consultant must be a person of the highest character and must be a polished professional. The consultant must be there to put the best efforts for the client ahead of their own. The right consultant can add great value, but the wrong consultant can destroy value as well as vision. Are you looking for a certified Salesforce Consultant? Please get in touch with CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
Get things done with “Salesforce Task Management”
Salesforce task management software is the place where all the information you need in one single place where one can easily pull data to see what’s working and what isn’t. This broad knowledge helps you manage your resources better and target more profitable clients. The main work of Salesforce Task Management is to manage the existing task, and organize and prioritize your workdays. Handling specific tasks or distinct requirements of a project and multi-level task structure is where task management software works effectively. You can easily schedule tasks and events, assign tasks to other team members, prioritize your tasks and events by the due date, and track events and tasks through custom lists, reports, and dashboards. System automation can also be configured here. The task assigned and scheduled can also be viewed by people in the upper hierarchy. The task object has a list view called delegated task which allows you to view all the tasks you have assigned to others. Salesforce Task Management doesn’t allow you with any of the task dependencies. Request a Free Consultation YOU MIGHT ALSO LIKE
Why Pardot is the best Marketing Automation tool for Salesforce?
Pardot is a software as a service (SaaS) marketing automation platform by Salesforce offering email automation, targeted email campaigns, and lead management for B2B sales and marketing organizations. Pardot Comparing Pardot with other marketing automation software packages, here are why I favor Pardot for mid-sized and larger B2B companies. 1. An easy tool for impactful email marketing Pardot provides the Intuitive Email Builder mainly to build professional emails using their visual editor, which consists of Responsive, out-of-the-box templates, Custom design capabilities, fast formatting options, and hosted content. It also provides Powerful Automated Engagements which send the message at the time specified, which is basically Scheduled email sending, and also Autoresponders for your forms and landing pages. 2. Prospect Grading and Scoring. Lead scoring, when used in tandem with lead grading, can ensure that only the most qualified leads get passed from marketing to sales. Pardot allows you to distinguish who is most interesting to you (lead grading) and who is most interested in your products (lead scoring). This allows you sales efficiency as well as deep customer insight. 3. Nurturing Leads When an anonymous website visitor shares enough information about themselves to become a qualified lead, it means they’re interested in your brand. Lead nurturing campaigns help marketers build strong relationships with prospects, from their first interaction to the time they’ve become a frequent return customers. Pardot provides the most convenient platform for lead nurturing. All custom content paths can be seamlessly synced with your existing database and tools. 4. Detailed Prospect Tracking Sales prospecting is the process of searching for prospective customers or clients from your pool of leads, with the goal of identifying qualified potential buyers that can move through your sales process and convert into paying customers for your business. Pardot has the ability to website track readers even before they become registered prospects or customers. Pardot also offers to track webinar social media, Google AdWords, etc. It gives you powerful insights into prospects’ interests and requirements. Pardot gives you an incredibly powerful sales-oriented marketing machine on hand. Looking for more assistance? Get in touch with CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
How to manage a project end to end in Salesforce!!!
Project management is something that holds the base of any successful project. An organized way of handling a project contributes 90% of the success of the projects. Tasks and events with a deadline are the main factors of a project. It’s very important to have a dedicated team that defines project scopes, plan timelines, and deploy with QA tests that ensure good work at the end. Salesforce project management helps to a greater extent to achieve this. Currently, there is no project management module on Salesforce cloud platforms. Though the powerful platform abilities can be used for Lists with tasks, subtasks and milestones that includes due dates, statuses, and assignees, tools for managing and tracking tasks, Notifications that keep teams up to date on projects, convenient views of the project structures, collaboration features, such as feeds, chats and forums, interfaces that are optimized for mobile devices, the ability to report on task statuses, etc. A lack of specific project entity implies that the platform needs customization to be used for end-to-end project management. Using AppExchange for project management : Some of the salesforce project management plugins available on AppExchange are Taskfeed, TaskRay, and Mission Control. They seamlessly integrate into the platform and use its CRM data. The customer handling team of any firm has to be very well equipped with all the required functionalities, You either need to customize your Salesforce CRM system or use a plugin offered by Salesforce AppExchange. Request a Free Consultation YOU MIGHT ALSO LIKE
Design applications on your own in “Salesforce”
With the Salesforce Platform, you can design your own app and also make changes to it yourself. With the excellent built-in features of Salesforce, you can build apps with very little effort with just point and click. An app is a collection of objects that work together to serve a particular function. Steps to create a simple app : Create tabs: Other than standard tabs, you can also create custom tabs based on the application requirement. Create profiles : After the tabs and profiles are ready, you can provide data into it. Create custom object and custom fields : By following the above steps, you can create your own Salesforce app and start managing data in your Salesforce Org. Now if you want to get up and running more quickly, you can also contact us, and we can help you get up and running! We can get you up and running within a couple of days on a basic application built on the Salesforce platform. Want to experience Salesforce? Contact us! Request a Free Consultation YOU MIGHT ALSO LIKE
