Create an Email Template. Create and Email Alert. Go to Flow; create new Flow. Choose, “Screen Flow.” Choose, “Action”>Email Alert
Choose the date field. Group ROWS by Date Field. Drop down area. Group date by Calendar Month. Link to a one-minute video.
There are four report types in Salesforce Classic. Tabular Summary Matrix Joined Tabular: Best for simple display of data in rows, like an Excel spreadsheet. Also best for exporting data. Summary: Add a Grouping: Choose a field to group data, such as Account name, Month created, etc. Used to display data aggregated within groups. Example: … Read more
Many of us feel that our kids spend too much time on social media. That’s a real concern when you factor in the potential downside of using social media versus the upside. We’re all familiar by now with the downsides: Being exposed to bullying Feeling left out Not living up to artificial standards conveyed on … Read more