FORCEMEDIC DESIGN

Salesforce Tips & Tricks Blog

Welcome to our blog where we aim to make Salesforce knowledge accessible and dare we say, enjoyable? We’re here to break down the complexities of this powerful tool with a touch of humor and a whole lot of expertise.

Salesforce Dashboards: Create, Edit and Customize

Reports are a great way to see data you have gathered in an easy-to-digest format. However, what if I told you haven’t really “seen” until you have worked with Salesforce Dashboards? Keep reading to learn more about dashboards AND how to create your own! What are...

Salesforce Duplicate Records in Lightning

Salesforce duplicate records, who needs them, who wants them! Am I right? With Lightning, there is an easy way to find these lurkers in our records. This agent of truth appears like the following. This Hero is known as the Duplicate Matching Component and is fueled by...

Use Maps to Better Understand Business Processes

Business Processes are the core of what a company does on a regular basis. It is critical they are documented, reviewed, and updated on a regular basis. A documented process often highlights: Why it exists, Starting Points, Inputs, Outputs, End Points, Visual Map, and...

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Whether you’re a Salesforce guru or just starting out, we want to help you be knowledgeable, informed, and confident. Our ForceMedic Design Blog team breaks down new Salesforce releases, discusses Salesforce products, provides time-saving tips, and shares other helpful insights here.

Use Maps to Better Understand Business Processes

Use Maps to Better Understand Business Processes

Business Processes are the core of what a company does on a regular basis. It is critical they are documented, reviewed, and updated on a regular basis. A documented process often highlights: Why it exists, Starting Points, Inputs, Outputs, End Points, Visual Map, and...

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Create Salesforce Shortcuts with Favorites

Create Salesforce Shortcuts with Favorites

Salesforce is a powerful tool that holds tons of information, but most of us don't need all of it, all the time. That's why Salesforce allows you to create favorites of the content you want to see most with Salesforce shortcuts. You can use the favorites feature to...

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Salesforce Quick Text: Your New Time Saver

Salesforce Quick Text: Your New Time Saver

Do you find yourself repeatedly typing out the same text in Salesforce? Then you might consider using the Salesforce Quick Text feature to save all that time and tedium! Quick Text are small, pre-written snippets of text you can drop into emails,...

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How to Filter in a Salesforce List

How to Filter in a Salesforce List

Recently, our team shared how to use Split View on lists. As cool as it is to have a Split View in place, however, what if you have way too much data that isn’t really relevant to what you need right now? Wouldn’t it be even better to have a filter in a Salesforce...

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Salesforce Password Management

Salesforce Password Management

It’s happened to all of us: you get to the office, get your coffee, make a little small talk about what your coworker did last night, and then go to log in and get to work, absolutely sure that you’re using the correct Salesforce password.  It doesn’t work, so you try...

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Tabs in Salesforce: Customize Your Navigation

Tabs in Salesforce: Customize Your Navigation

Would you like to customize your Salesforce Navigation bar to display just the tabs you actually use? Well, this blog post shows you step-by-step instructions on how to add, remove, and customize your tabs. Let's go! How to Customize Tabs in Salesforce. An "App" in...

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How to Use Split View in Salesforce

How to Use Split View in Salesforce

The Salesforce list view is the way most of navigate in and out of records. While list views can be enhanced with filters, charts, sharing settings, and field specificity, their weakness is the need to navigate back and forth between a list view and a Salesforce record dozens of times a day. This constant clicking was a real productivity drain when executed over and over and over again. Then, split view came to town.

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Two Salesforce Chatter Features to Save You Time

Two Salesforce Chatter Features to Save You Time

The day you began using Salesforce, you already took a powerful tool for organization, speed, and efficiency into your hands. But there's always room to go faster and to be more efficient, right? Of course! We're going to highlight two features in Salesforce Chatter...

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