PhoneIQ | Blog: Salesforce Category

7 min

Salesforce Winter ’22 Release Highlights

The latest Salesforce release is out, and with it a ton of new features and functionality. Don’t have time to plug through a two-and-a-half-hour-long module? No problem! We’ve got the recap right here.

Nov 15, 2021

Matt Graessle

Salesforce

5 min

How to Create a Reporting Snapshot in Salesforce Lightning

Enter Reporting Snapshots, which give you the ability to track things like period-over-period deltas in the information that matters to you most.

Nov 10, 2021

Tim Bauman

Salesforce

7 min

Quick Guide to using Salesforce Surveys

It is no secret that everyone expects first-class customer service when they choose to do business with a company. Strong client-centric organizations take this very seriously. Of course, we may think that we’re delivering on that mission, but we’ll never really know . . . unless we ask.

Nov 5, 2021

Matt Graessle

Salesforce

5 min

4 Steps to Successfully Deploy Your Call Center in Salesforce Lightning

As more and more companies think about things like customer or employee experience, automation, and artificial intelligence, a more important question arises in the realm of telephony: How can we gather as much data from our phone conversations as possible, and augment our existing data set to provide even greater insight into what our customers are looking for?

Oct 29, 2021

Matt Graessle

Salesforce

7 min

How to Deploy Standard Field Picklist Values in Salesforce

Some of the standard fields provided by Salesforce come in the Picklist format, including a set of preloaded values for the field. This article will discuss Picklist fields, especially those for standard fields in Salesforce.

Oct 25, 2021

Matt Graessle

Salesforce

7 min

Salesforce Standard Objects: Quick Guide for Salesforce Beginners

This guide is a quick overview of the most essential Standard Objects in Salesforce. After reading this, you should be able to begin using out-of-the-box features and functionality, and start working your way towards being the next Salesforce success story.

Oct 14, 2021

Matt Graessle