5 Expert SalesForce tips for small business: should you use it?

The popular SalesForce CRM comes at a price, and it might be difficult for small businesses to decide on using it or not, especially without any priori experience, and knowing that once you've started using a software, it is very complicated to ever leave it and migrate to another solution....

The latest interface of SalesForce, which is called SalesForce Lightning, in opposition to the previous one, SalesForce Classic, is supposed to be pretty easy to use to manage your company's sales applications and the resources associated with sales activities on the SalesForce Platform....

When the button add chart is greyed out in a report created in SalesForce do not panic - a simple manipulation has to be made to be able to create a chart from that report, and the trick can be used anytime when creating reports in SalesForce: group records together for chart generation....

Before being able to offer your users to switch by themselves from SalesForce classic to Lightning through the SalesForce interface, you must consider migrating from SalesForce classic to Lightning....

To login on SalesForce account start by going to the main page of the SalesForce platform website, after having created corresponding SalesForce accounts in order to access the SalesForce dashboards and eventually access your company custom domain....

How much does a SalesForce license cost? A SalesForce Lightning license cost starts at 25$US per user and per month, at the minimum. This is without much liberty for users, as the system is limited to basic functions. A license is necessary to add user to the SalesForce account and have them accessing the company data....

If you are trying to login on SalesForce Account in an IP address that hasn't been included in the company IP address trusted range, it will be mandatory to get a security token to be able to login from another location....

Activating a flow in SalesForce flow builder can be done in the setup process automation menu, where it is necessary to create a new view to be able to add a flow in the view using the flow builder, where it will also be possible to run the flows....

Resetting the user password in SalesForce necessitates to verify all of the password policies that have been setup by the system administrator, and might sometimes lead to users feeling like they cannot reset their password in the SalesForce lightning interface....

The SalesForce platform CRM is a cloud based customer relationship management fully accessed online, from desktop or from mobile phone, through a web interface....