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Terry's Tidbits - a Salesforce Blog | Things I've Learned about Salesforce

May 8, 2019

Create Salesforce Test Records with Ease

Applies to: Classic and Lightning A good best practice for developers is to have a helper class that builds test records. I’ve taken the best of […]
November 21, 2018

Terry’s Tidbits: Integrating Salesforce and Microsoft Office 365 SharePoint

Available for Lightning and Classic, Professional Edition and up   Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You […]
November 14, 2018

Terry’s Tips: Salesforce 2019 Winter Release Highlights You Will Love

Applies to: Lightning   The Salesforce Winter ‘19 Release is here! Have you had a chance to try out its new features? I have and am […]
February 25, 2018

Exciting Features from Salesforce Spring ’18 Release Highlights

Applies to: Lightning The first release of the year is in, and it’s got many users excited with new features and functionality. This makes Salesforce even […]
August 24, 2017
Salesforce REGEX Examples to Enforce Data Entry Standards

Salesforce REGEX Examples to Enforce Data Entry Standards

Applies to: Lightning and Classic Accuracy is a necessity when it comes to business databases. Ensuring accuracy starts with effective data entry standards. REGEX() is a […]
April 17, 2017

How to setup Salesforce Lightning for Outlook

Applies to: Lightning Effective time management is one of the essential attributes in ensuring sales success. In an effort to continuously develop advanced solutions to help […]
April 3, 2017
salesforce inbox

Connecting to your Customers Made Easier with Salesforce Inbox

Applies to: Classic and Lightning Gaining a competitive advantage in todays business environment requires a technology that enables you to leverage all your customer relationships. Salesforce […]
March 20, 2017
crm system

7 Ways a CRM System Can Boost Your Business in 2017

Applies to: Classic and Lightning Your company’s capacity to thrive in a competitive environment highly relies on how well you interact with and serve your current […]
December 30, 2016
home team consulting

Year in Review: Home Team Consulting’s 2016 Highlights

Applies to: Classic and Lightning The year 2016  was a successful year of growth at Home Team Consulting but most important is the impact I was […]