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Salesforce Tips & Tricks 24: Finding Your Salesforce Release Date

*Tips & Tricks 24 replaces Tips & Tricks 18: Finding Your Salesforce Winter '17 Release Date This video walks you through using your Salesforce instance or custom domain to find…

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Salesforce Tips & Tricks 23: Create a Lightning Calendar View

Revolution Group's Salesforce Consultant, Ashley Knott, shows us how to create a Lightning Calendar view using Salesforce Lightning Experience.

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Salesforce Tips & Tricks 22: The Salesforce Kanban View

Revolution Group Salesforce Consultant Ashley Knott walks us through the new Kanban view updates from the Salesforce Winter '17 Release.  Kanban is now available in Leads, Campaigns, etc. in addition…

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Tips & Tricks 21: Associating Multiple Accounts to One Contact for Admins

Revolution Group Salesforce Consultant Kevin Perry walks us through adding multiple accounts that become associated with one contact. Especially beneficial to Board Members who may play multiple roles at different…

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Salesforce Tips & Tricks 20: Finding the Lightning Experience Readiness Check

This video has been updated as of 6/9/17. To see the updated video, please click here. Molly Hecht, Revolution Group's Salesforce Marketing Specialist shows us how to access and take…

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Salesforce Tips & Tricks 19: Navigating the New Lightning Interface

The Salesforce Winter '17 release has drastically changed the way Lightning users navigate their Salesforce system. Learn about those major navigational changes here.

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Salesforce Tips & Tricks 17: Adding, Removing, and Moving Multiple Fields in Your Report

Revolution Group Salesforce Consultant Ashley Knott shows us how to quickly edit reports by adding, removing, and moving multiple fields at the same time with a click of a button.

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Salesforce Tips & Tricks 16: Global Searching

Revolution Group Salesforce Consultant Kevin Perry shows us how to use the Salesforce search bar to return the results you need quickly using unique searching tips.

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Salesforce Tips & Tricks 14: Associating Multiple Accounts to One Contact

Revolution Group Salesforce Consultant Kevin Perry walks us through adding multiple accounts that become associated with one contact. Especially beneficial to Board Members who may play multiple roles at different…

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Salesforce Tips & Tricks 13: Rate Knowledge Content’s Usefulness

Revolution Group Salesforce Consultant Ashley Knott shows us how to improve the content in your Salesforce Knowledge by a usefulness rating system.  By rating your content, internal and external Salesforce…

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Salesforce Tips & Tricks 12: Granting Log-in Access

Revolution Group's Salesforce Consultant Bridgette Durbin shows us how to to grant access to Salesforce's support team for troubleshooting.

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Salesforce Tips & Tricks 11: Utilizing Hover Links

Revolution Group's Salesforce Consultant Ashley Knott shows us quick ways to access information in a record through hover links.

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