Category: Sales Cloud

April 7, 2021

Open Opportunities/Cases list view in Flow

I had a challenge today at work. I needed to display a list of Open Opportunities and Open Cases for any given Account. The aim was to give an account manager a quick view of what Opportunities and Cases were currently in progress for the Account before they touched base with their key contact. At first, I thought I could just use a related list, […]

May 6, 2019

New: Sales Cloud Consultant Course

This hands-on course (http://bit.ly/sfccloud) takes you through the steps a consultant would cover to deliver a new Sales Cloud implementation for a client. We identify the business requirements and pain-points and chapter by chapter we set out how to solve them by implementing features of Sales Cloud. Covering all the curriculum for the Salesforce Certified Sales Cloud Consultant, completing this course will not only prepare […]