Salesforce Day

Fidizzi was represented by Miguel Carvalho and Daniel Baptista at Salesforce Day, the Super Customer Experience Summit, that took place in Lisbon.It was a day to discover all the Superpowers that Service Cloud, Commerce Cloud,…

Read More

4 Ways to ensure Salesforce Security at Your Level

Since its initiation as a CRM intended to engage outreach groups through mechanization, Salesforce has added endless highlights and capacities. It has additionally turned into a center point for tremendous…

Read More

Why Salesforce is one of the Best careers in 2022?

Salesforce is an S for S-based CRM platform, as AAS stands for software as a service and as a cloud computing term, meaning services delivered from a browser or web…

Read More

How to create a Global Picklist in Salesforce

A Global Picklist can be characterized to guarantee information exactness and congruity, by giving a focal arrangement of values that can be utilized across different articles.This article will attract a…

Read More

Introduction to Salesforce Macros

As an administrator, you can enable macros at the organic level so that they are accessible to all your users.For this demonstration, let’s imagine you are an inside sales rep…

Read More

How To Use Tasks To Increase Sales Productivity in Salesforce

With lightning Tasks and experiences, you can create one-on-one journeys to your contacts and opportunities. This will help you close deals faster and sell smarter, tasks that are at the…

Read More

How important are Cross Filters in Salesforce Reporting?

Salesforce Cross Filters permit the user to make a report that recognizes records regardless of a connected record, where you have no requirement for the connected item’s information (so you…

Read More

Filter Data Access with Restriction Rules

Did you know that there is a new feature that allows you to filter access to records in a completely new way, historically granted access to Salesforce staff records with…

Read More

How to Create a Formula Field in Salesforce

There are many types of custom fields you can make, however, formula fields emphatically affect your organization. They can support you by showing and influencing a lot of new, undiscovered…

Read More

All You Need To Know About Quick Actions

Salesforce Quick Actions give your clients a fast method for achieving an undertaking, for example, making a record, updating records, sending an email or logging a call. These are numerous…

Read More