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The CRM screen before and after tailoring with page layouts and record types.
Salesforce Record Types: Start With 2 for a Cleaner Screen

Salesforce record types and page layouts show each team the right fields. When to use...

Tòa nhà Smart Building đã thông minh về thiết bị. Còn thông minh về con người thì sao?
Smart Building, Salesforce: 3 Reasons People Matter

Smart building isn't just about devices. Why smart buildings need a tenant and resident management...

Preparing your data before migrating to Salesforce: what to do beforehand
Prepare Your Data For Salesforce: 3 Steps That Matter

What to do before migrating your data into Salesforce, for a smoother implementation and fewer...

Cost Comparison: In-house IT Staff vs. ERP Implementation Partner
Cost Comparison: In-house IT Staff vs. ERP Implementation Partner

When SMB owners decide to implement an ERP, many start with a very natural calculation:...

Onboarding new hires into Salesforce: a 3-step process so no one gets left behind
Onboarding New Hires Into Salesforce: 3 Simple Steps

A 3-step process to onboard new hires into Salesforce effectively, without overwhelming them in their...

.Real demo: building a custom report in Salesforce Report Builder in 5 minutes
Salesforce Report Builder: 5 Easy Steps, No Coding

Real demo: build a custom Salesforce Report Builder report in 5 minutes, no technical support...