Create Salesforce Lightning Favorites

With all the Salesforce seasonal releases we are offered many new features to make our work easy and simple as a Salesforce Admins. Each release highlights the use of customization and automation to eliminate complexities for end-users. Many Classic features are being introduced into the Lightning Experience. And now Lightning Favorites. In Salesforce Classic, you have the option to customize your tabs. Similarly ...

Sales Pipeline Management

Sales Pipeline Management from a Rep’s Perspective by Cara Hogan As a sales rep, you’ll often hear your manager talking about managing the sales pipeline – adding new opportunities, closing out old opportunities, and tracking conversion rates to improve the team’s performance. Many sales reps believe their job is all about selling and doesn’t have anything to do with managing …