Adam Curwin
Lightning Email Templates
Hey there Skydog Community! Welcome to our November edition of Skydog Says (also the month of my Skydogiversary)! As high functioning...
"Skydog Says" is our bi-monthly series with quick tips and tricks for Salesforce and other sales/marketing tools. These tips will help turn your team into power users in no time!
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Kyle Pollak
- Oct 6, 2021
Reporting: Field History Tracking
Field history monitors field value changes over time, when the change was made and by whom.
Angela Krempel
- Sep 1, 2021
Reporting: Adding Bucket Fields
Excited to launch the September Skydog Says with my first ever post using Report Buckets! Buckets are a great way to categorize your data...
Adam Curwin
- Aug 11, 2021
Reporting: Adding Pre-filtered Reports to Record Pages
We’re excited to introduce you to the power of Salesforce “Report Charts,” which let you create pre-filtered reports that can be embedded...
Kyle Pollak
- Jul 20, 2021
Reporting: Cross Filters
Cross Filters filter records with/without associated records, i.e. Accounts without Contacts.
Adam Curwin
- May 10, 2021
Spreadsheet VLOOKUP
Compare two lists in your spreadsheets to pull related information faster.
Kyle Pollak
- Apr 15, 2021
Pinning and Favoriting
Pinning and Favoriting helps us accessing frequented pages or list views with less "clicks."
Adam Curwin
- Mar 22, 2021
Kanban View - Your Pipeline at a Glance
One of the best ways to see your entire pipeline at a glance in Salesforce is via the Kanban View.
Kyle Pollak
- Mar 9, 2021
Salesforce Trailhead
Trailhead breaks down lessons specifically designed for your sector of the business.
Adam Curwin
- Feb 22, 2021
Editing Records en Masse with List Views
Users are often slowed down in Salesforce clicking through records to edit each one.
Kyle Pollak
- Feb 4, 2021
Sharing Reports and Dashboard Folders
Utilizing folders in Salesforce helps to organize your data as well as assign access to specific users.
Corey Schwitz
- Jan 22, 2021
Creating & Editing List Views
List Views are great to quickly filter records without having to click around in Salesforce.
Adam Curwin
- Jan 6, 2021
Subscribing to Reports and Dashboards
Still logging into Salesforce to check the same report or dashboard?