Arkus, Inc.

Updating Latest Child Record on Parent Layout in Salesforce Lightning

by Ashley Leifer — published Oct 02, 2018 — last modified Jun 11, 2019 03:07 PM — filed under: Blog, Lightning Experience, Record Types, How-To

How to update the latest child record on a parent layout in Salesforce Lightning Record Pages.

Located in Archive / 2018

Updating Latest Child Record on Parent Layout in Salesforce Lightning

Usability Wins with Dynamic Lightning Pages in Salesforce

by Amy Bucciferro — published May 23, 2018 — last modified Jun 11, 2019 02:26 PM — filed under: Blog, Admin Tips, LEX, How-To

How Dynamic Lightning Pages can address some common requests in perhaps surprising ways.

Located in Archive / 2018

Usability Wins with Dynamic Lightning Pages in Salesforce

Using Chatter Like a Pro: Working It Into Your Workflow

by Jason M. Atwood (he/him) — last modified Feb 22, 2011 04:33 PM — filed under: Productivity, Spring '11, Blog, Salesforce.com, Chatter

The Spring '11 release of Salesforce.com brought some new Chatter features that can bring your productivity and collaboration to new heights.

Located in Archive / 2011

Using Chatter Like a Pro: Working It Into Your Workflow

Using DLRS To Find a Donor’s First Gift Campaign

by Dustin Cole — published Nov 13, 2020 — filed under: Blog, Nonprofit, Admin Tips, Fundraising

Here we’ll take a look at how to use a popular admin tool to find and report on a donor’s first gift campaign.

Located in Archive / 2020

Using DLRS To Find a Donor’s First Gift Campaign

Using Gmail or Outlook with Salesforce and Einstein Activity Capture

by Kelly Johnson — published Nov 03, 2021 — last modified Jan 27, 2022 08:01 PM — filed under: Blog, Email, Automation, Einstein

How and why to build on Salesforce native email features with Gmail or Outlook integrations.

Located in Archive / 2021

Using Gmail or Outlook with Salesforce and Einstein Activity Capture

Using Google Docs for GTD® , Scrums & Project Management

by Jason M. Atwood (he/him) — last modified Nov 02, 2022 05:09 PM — filed under: Blog, Google Drive, GTD, Scrums

While Google Wave died almost a year ago, Google Docs and Drive live on so it is time to revisit how we use it for Getting Things Done® (GTD® ), scrums, and ...

Located in Archive / 2013

Using Google Docs for GTD® , Scrums & Project Management

Using Google Wave for GTD®, Scrums and Project Management

by Jason M. Atwood (he/him) — last modified Sep 10, 2018 04:59 PM — filed under: GTD, Agile, Blog, Google Wave, Project Management, Scrums

Our team takes on using Google Wave for productivity, events, agendas and generally getting things done (GTD®).

Located in Archive / 2010

Using Google Wave for GTD®, Scrums and Project Management

Using Leads in Program Management

by Samantha Safin — last modified Jun 11, 2019 01:58 PM — filed under: Administrators, Blog, Process Builder, Program Management

The concept behind the Leads object in Salesforce is extremely useful, and not just for marketing and sales teams to hand-off prospects.

Located in Archive / 2018

Using Listviews to Mass Email - Alternative to Automation

by Sylvia Cabral — last modified May 22, 2014 10:40 AM — filed under: Features, Admin, Blog, Salesforce.com, Tips

A step by step guide to sending Salesforce.com mass emails in batches and track when the emails were sent all from the same view. Caution, I am going to get ...

Located in Archive / 2014

Using Listviews to Mass Email - Alternative to Automation

Using Templates to Build Salesforce Communities

by Ashley Leifer — last modified Aug 10, 2018 02:53 PM — filed under: Koa Template, Napili Template, Community Templates, Blog, Community Builder, Communities, Kokua Template

Building Salesforce communities and why utilizing a template can provide everything you need and more.

Located in Archive / 2016

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