Einstein Lead Scoring: AI Predictive Scoring

Effective Lead Management is essential for a healthy sales pipeline. Prioritisation is key. The end goal is to work with the best leads, so they become happy customers (and businesses gain a return on investment).  This post overviews Einstein Lead Scoring within Salesforce Lightning Experience.  Screenshot of Einstein Lead Scoring Table of Contents Background If

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Lightning Apps and the App Manager

In a previous post, we covered Dynamic Forms. In this #LightningFlap, we explore the capabilities of Lightning Apps and the App Manager.  Table of Contents What is an App?​ An App in Salesforce is a collection of Tabs grouped together. Each Tab provides access to different areas of the system (e.g. Accounts, Contacts, Reports, Dashboards, etc).

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Spring’ 21 Summary: Favourite Updates

It feels like 5 minutes since Winter ’21 and now we’re talking about Spring ’21! On the 18th of December, Salesforce released the Preview of the Release Notes. The following summarises some of the features which grabbed my attention. This is not exhaustive. Equally, this is based on a ‘Preview’; features are still subject to change.

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Winter ’21: Dynamic Forms in Lightning Experience

It is time for another #LightningFlap! In our last post, we looked at Activity Timelines and how they help show Tasks/Events in a single view. Click here to check that out. Before our deep-dive on Lightning Record Pages, we shall take a slight detour! Winter ’21 is coming and there is plenty to get excited

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Activity Timeline: View Activity data with ease

It’s time for a #LightningFlap ! In our last post, we covered Account Hierarchies. Lets now look at Activity Timelines. We shall cover:  What is an Activity Timeline? How do I use it? Can I turn Activity Timeline off? Summary What is an Activity Timeline? Salesforce provides the tools to give us a 360-degree view

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Account Hierarchy in Lightning Experience

It is time for a #LightningFlap! In an earlier post, I said how Account Hierarchies are better in Lightning Experience. I am now going to explore the following: What is an Account Hierarchy? How do I use it? What can Account Hierarchies not do? Lightning Experience vs Classic Bonus tips Summary What is an Account

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