One of the tasks that often comes up during client implementations at White Glove Consulting Group is data cleanup. This is a broad category and can include schema re-design, new…
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Reporting pt. 2: Tabular Reports
In the previous Salesforce Reporting blog, we learned about Report Types and Report Formats in Salesforce. For reference, the previous post can be viewed here: Reporting pt. 1: Report Types…
Salesforce Editions
There are 5 editions in Salesforce each with different features. Which edition should you or your customer pick? It depends on what you’re looking for. The editions are: Essentials, Professional,…
Salesforce Flow Builder: The Most Powerful Automation Tool
Flow Builder is the most advanced automation tool available in Salesforce. It’s a part of the low-code development revolution in Salesforce. The functions provided in Flows allow you to do…
Salesforce Multi-Currency pt. 2
In the previous blog post about Salesforce’s Multi-Currency and Advanced Currency Management, we discussed what those features are as well as how to enable them. This post will cover some…
Standard and Custom Fiscal Years
What is a Fiscal Year? The fiscal year is the financial year of a company that tracks how the company performed during the specified period. Many companies and countries start…