Free Resources & Webinars
Fear No More, Flow Help is Here - Free Webinar on Salesforce Flow
Fear No More, Flow Help is Here
Don’t let the fear of Salesforce Flows stop you from learning more. In this webinar, we will talk about how to get started creating efficient Flows and transitioning workflows and process builders to Flow.
We will walk through Flow examples of simple ways you can take advantage of the new features Salesforce Flow offers that you haven’t had before.
Review of TargetX newly delivered triggers that replace common workflows related to TargetX tools.
Using the Birthdate Field in Salesforce to send relevant birthday messages
Although Birthdate comes as a standard field in Salesforce, it offers a different functionality than a standard date field. If you’ve struggled to use Relative Date filters (such as TODAY or THIS MONTH) with Birthdate, we’ve got your solution.
Utilizing Salesforce Duplicate Tools - Free Webinar
Duplicate data is not only annoying it can cause real headaches due to inaccurate communications sent to students creating confusion. In this webinar, we will walk through the Salesforce Duplicate tools and how best to use them in real-world scenarios. Additionally, we discuss prevention and maintenance to keep your data squeaky clean.
Using Public Groups to easily share reports, email templates, records, and more.
Use this free resource to learn how to utilize public groups to securely and easily share reports, dashboards, email templates, and more within your Salesforce, Education Cloud, or TargetX CRM.