We're Not in MRI Anymore
How do I find literally anything quickly in Salesforce?
Global Search
How do I log into the mobile app?
video demo
How do I know what REC my deals are slated for?
Create a report for your opportunities and add the REC date field
How can I reduce the number of clicks it takes me to get to something I look at often?
Create a list view, then pin the tab
How do I capture account notes?
Log activity on the account
I want my report emailed to me.
Set up a report subscription
What does a girl have to do for some keyboard shortcuts?!
Ctrl+/
I want to set a reminder to follow up on something discussed.
Log a task
I want to see data from multiple reports in one place
Create a dashboard
How do I easily log my emails?
Download Outlook integration, pin the panel, enable "Log emails faster" toggle
I want to review my account activities before and after ICSC
Create and run an activity report
Help! I need to update the same field on multiple deals quickly.
Inline editing through list views or reports, or split view