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Salesforce Tips & Tricks 48: Winter ’19 Release Searchable List Views

In the new Salesforce Winter Release, Salesforce introduced a new feature, called searchable list views. In the past, you had to use either a list view or global search, but…

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Salesforce Tips & Tricks 48: Winter ’19 Release How to Mass Change the Owner

In this tips and tricks, we're going to show you how to mass change the owner of a lead, campaign and custom object list view. This is a new feature…

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Salesforce Tips & Tricks 47: Folders and Subfolders

In this episode of Tips and Tricks, Salesforce Consultant Kevin Perry will show us how to utilize folders and subfolders to organize reports in Salesforce Lightning.

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Salesforce Tips & Tricks 46: Themes and Branding

In this episode of Tips and Tricks, Salesforce Consultant Kevin Perry will show Salesforce Admins how to use themes and branding.

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Salesforce Tips & Tricks 45: How to Populate Addresses

In this Tips and Tricks, I'm going to show you how to properly add addresses into Salesforce. Right here, you see an account billing address report that shows the billing…

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Salesforce Tips & Tricks 44: Create and Utilize List Views for Tasks

In this episode of tips and tricks, Salesforce Consultant Kevin Perry will show us how to create and utilize list views for tasks.

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Salesforce Tips & Tricks 43: Customize Related Lists

Revolution Group's Salesforce Consultant Kevin Perry shows us how users can customize his or her related lists so that the most valuable related list is at the top.

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Salesforce Tips & Tricks 42: Keyboard Shortcuts

This video shows you how to utilize Salesforce keyboard shortcuts to quickly perform an intended function.

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Salesforce Sales Cloud Demo

Let’s sell the way we want, and connect to our customers how they want, with Salesforce Sales Cloud. Watch the demo to see how you can transform your sales department…

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Developers and Admins: This is for you. What’s the deal with Salesforce DX?

Salesforce DX is a 180-degree shift in the future of software development on the Salesforce platform. While it may be nerve–racking for some, rest assured, it's a very exciting aspect of the ever-changing software development landscape. Salesforce DX is almost, but not quite a magic…

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Salesforce Tips & Tricks 41: Mention a Record in Chatter

In the Summer '18 release, Salesforce added the functionality to mention a record within a chatter post. Follow Kevin Perry, Salesforce Consultant in this one minute tutorial.

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Salesforce Tips & Tricks 38: Create a Chatter Post with Process Builder

In this tips and tricks video, Revolution Group's Salesforce Consultant Kevin Perry shows us how to create a chatter post automatically using Salesforce's Process Builder.

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