
Displaying Account Fields on a Salesforce Opportunity Record Page
Salesforce opportunity record pages are great for displaying all of the key information about a particular record. But, what if you need to be working with and updating multiple...
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Heather started her career in technology, then grew into roles leading digital marketing and marketing & sales operations. Today, she holds 8x Salesforce and Pardot certifications. Before joining Sercante, Heather wore many hats, including project manager, technical writer, technical support, as well as digital marketing, marketing and sales operations. At Sercante, Heather keeps Sercante on top of Salesforce platform updates and best practices, to help clients achieve the maximum value from their technology investment. When she’s not working, you’ll find her cuddling with branch managers, on a yoga mat or ramping up her pottery skills. Her motivation is to deliver kick-ass solutions for clients and to support her team learn and grow at Sercante and in the Salesforce ecosystem.
Salesforce opportunity record pages are great for displaying all of the key information about a particular record. But, what if you need to be working with and updating multiple...
With Salesforce moving to Flow as its go to low-code automation tool, and Workflow Rules and Process Builder planned for retirement, it’s a good idea to migrate your existing...
Marketing and sales teams have a lot on their plates. Marketing is focused on generating interest and qualifying leads, and the Sales team is focused on closing deals and...
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