FORCEMEDIC DESIGN
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.
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.
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, 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...
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...
Alright, everyone. We have all heard of calendars and we all know Salesforce has them. Now, it's time to ask: Salesforce calendars: What are they? What do they do? How do they work? What do they not do? What are Salesforce calendars and what do calendars do? We all...
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...
IT’S HERE! One of the most requested features in the history of Salesforce is exiting Beta with the Spring ’22 Release. You can start using this game-changing functionality now! Before you do, allow us to share this brief overview of what inline report editing is, how...
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,...
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...
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...
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...
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.
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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