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...
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"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?
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