In this video we show how to use native list views in Salesforce lightning to pull a targeted list of records such as leads, contacts or opportunities.
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Using Approval Processes in Salesforce to Support Application Review | Video
In this short video we will demonstrate how to use the native Salesforce approval process functionality to support admissions application review. While this example uses a higher education process, it can be easily modified to support a variety of approval processes.
Why a Salesforce Org Strategy Is Important and How to Start One
Creating a strategy doesn’t have to take a lot of time and can be a great way to confirm you’re architecting the solution correctly, determine how you maintain the integrity of your system long term, set expectations with users, get ahead of concerns, and more.
Should Your Education Departments Be In One Salesforce Environment?
5 things to consider when deciding if a single Salesforce org is best for your various education departments.
The Impact of a Connected Campus
Elevation team member Katie Mrskos explores the human impact of implementing a Connected Campus
Commerce Cloud vs. Experience Cloud for Nonprofit and Education Teams
Deciding between Commerce Cloud and Experience Cloud? What’s the difference and which may be right for your team? We’re here to help.
Recent Posts
Easily Manage Salesforce Records with Salesforce List Views | Video- Using Approval Processes in Salesforce to Support Application Review | Video
- Sending List Emails in Salesforce | Video
- Why a Salesforce Org Strategy Is Important and How to Start One
- Should Your Education Departments Be In One Salesforce Environment?
