Blu Tiger Academy

💰 Check out our new series on Salesforce Forecasts & Quotas! Learn how to setup this awesome tool for your sales teams. We have implemented this tool many times over and wanted to share with you what we have learned along the way. You will learn how to do the following: ✔️ How to enable Forecasts ✔️ How to create a new Forecast Type ✔️ Forecast Category descriptions ✔️ Forecast Settings available in setup ✔️ Permissions users need to use and see their forecast ✔️ How to setup a Role Hierarchy & Forecast Hierarchy ✔️ Forecast tab features ✔️ How to enter Quotas We will also share lessons learned from our implementations: ✔️ What happens if you need to change the Forecast Period ✔️ Gaps in roll-ups for Forecast Managers ✔️ What happens if you need to change or edit a Forecast Type 🐾 Subscribe to Blu Tiger Academy 🐯 https://lnkd.in/eTW9f5fM -> Show your 💙 and support by subscribing! https://lnkd.in/egKng3Hj

🔔 Does your company use the Docusign for Salesforce package? If it’s been a while since your last upgrade, it’s crucial to follow the recommended steps in this link to ensure a smooth upgrade. 🔑 Key Advice: 🚫 Avoid Skipping Versions: If you are on a version older than 5.6, upgrading to the latest version on the AppExchange can break the app. We saw this happen with one of our customers - they upgraded from 4.3 to the latest version 6.8. This caused issues the following issues: DocuSign Status records were not created in Salesforce, the document routed to this first signer but then stopped and never went to the 2nd one. Save yourself some headache and make sure to upgrade through all of the versions DocuSign recommends. 🏖️ Test the Upgrade in a Sandbox first: Do you have a Salesforce sandbox connected to a DocuSign Demo Account? If not, we recommend adding this to the priority list. Testing upgrades like this can save you from breaking your DocuSign for Salesforce integration in production. https://lnkd.in/ekaXeFQv Check out our DocuSign eSignature for Salesforce playlist on YouTube for helpful tutorials: https://lnkd.in/eu4FXS4V

🐒 If you are a fan of the Blu Ninjas' MailChimp How To's, check out this video from Blu Tiger Academy 🐾 on the new paid version of the MailChimp app. We did a quick review to see how it compares to the old app in terms of features and the ability to extend its functionality with flows. https://lnkd.in/ee7jv6QF

Check out the updates we learned on the Intuit Mailchimp for Salesforce free application. https://lnkd.in/ey5e34J6

🚀 Exciting News! We have started working on the Campaign Influence Custom Model Series! In this series, you will learn how to setup custom models in Campaign Influence for orgs that are not using Account Engagement (formerly known as Pardot). You will learn about 5 different campaign attribution models and how to create Salesforce flows to create records in the Campaign Influence object. We'll start with the basics and then walk you through setting up three different campaign attribution models, step-by-step. Don't miss out—check it out now! 🔥📊 🐾 Subscribe to Blu Tiger Academy 🐯 https://lnkd.in/eTW9f5fM -> Only 9% of our viewers are subscribed. Show your 💙 and support by subscribing! #salesforcetips #salesforcetutorial #campaigninfluence #campaignattribution https://lnkd.in/e8G5eHje

❓ Do you want to allow your users to send emails to a list of people in Salesforce? ❓ Do your sales users complain about sending emails one by one from Salesforce? If yes, then this video is a must see! We will cover the appropriate scenarios for using mass/list emailing in Salesforce. You will learn the following: 📚 When to use Mass/List Email Features 📚 How to send a Mass Email in Classic 📚 How to send a List Email in Lightning 📚 How to send a List Email from the Contact or Lead tab in Lighting 📚 Pros, Cons and Limitations of each feature If you are in Lightning, there is no reason to use Mass Email - List Email has way better functionality and reporting! 🐾 Subscribe to Blu Tiger Academy 🐯 https://lnkd.in/eTW9f5fM -> Only 9% of our viewers are subscribed. Show your 💙 and support by subscribing! #salesforcetips #salesforcetutorial #massemail https://lnkd.in/eRrpsS5M

Ever wondered what the differences are between a Lightning Email template and a Classic email template? Or which one you should be using for certain scenarios? We did too. Check out the video on how to create a classic email template and a lightning email template from scratch. We will show the features that we recommend you turn on for email tracking, email template folder creation and more! Learn the pros and cons for each type of template and when you should use each one. https://lnkd.in/en7XGkbM 🐾 Subscribe to Blu Tiger Academy 🐯 https://lnkd.in/eTW9f5fM -> Only 9% of our viewers are subscribed. Show your 💙 and support by subscribing!

Do you allow your users to delete Contacts? ⁉ Do you know what happens when you delete a contact? Have you wanted to clean up your Contact database and are worried about deleting historical data? Check out our new video on how to clean up your Contact database in Salesforce safely and efficiently! https://lnkd.in/eFGkZ6FU 📚 You will learn the following: - What happens when you delete a Contact - The importance of checking a Contact's related data before deleting - How do you find contacts that are safe to delete - How to report on contacts that do not have any related records 🐾 Subscribe to Blu Tiger Academy 🐯 https://lnkd.in/eTW9f5fM -> Only 9% of our viewers are subscribed. Show your 💙 and support by subscribing!

We have spent a lot of time ⏳ working with companies using Salesforce and we understand the questions you run into when managing contacts. 🎥 This video will cover our recommendations for effectively managing your people data in Salesforce in a B2B environment. 📚 You will learn how to: - Manage the status of your contacts - Identify multiple primary contacts for a company - Update your contacts when they change companies - Use Department and Management Level to make email list pulls easier - How to merge duplicates in Classic - How to merge duplicates in Lightning - How to Create a Custom Button to Open Record in Classic to easily merge duplicates from an Account record (I know, I know this should not be a thing, but it is super helpful to reduce clicks!) 🐾 Subscribe to Blu Tiger Academy 🐯 https://lnkd.in/eTW9f5fM -> Only 8% of our viewers are subscribed. Show your 💙 and support by subscribing! https://lnkd.in/eQGJcmr3 #salesforcetraining #contactmanagement #salesforce #salesforcecrm #salesforcetips #salesforceconsulting

📚 Learn how to report on how your users are interacting (or not interacting) with Einstein Next Best Action! https://lnkd.in/ebeCBu9N   Check out our 4th 👴 Einstein Next Best action video where we review how to create reports and a dashboard on showcasing your Einstein NBA usage metrics.   🌟 Einstein Next Best Action is a feature that provides personalized recommendations to users. It is important to know which recommendations are being used, who is using them and from which records recommendations are being used. Understanding your user's behaviors and preferences are key to delivering the right recommendations at the right time.   🎥 In this video, you'll learn:  - The differences between the Recommendation objects in Salesforce and which ones are related to Einstein NBA  - How to create a custom report type  - How to see which recommendations users are accepting or declining  - How to report on which users are using Einstein NBA the most  - How to report on which recommendations are used the most   🐾 Subscribe to Blu Tiger Academy 🐯 https://lnkd.in/eTW9f5fM - don't miss the upcoming videos we are working on for this series. Show your 💙 and support by subscribing!   #salesforce #salesforceeinstein #salesforcelearning #salesforceadmin #salesforcetrailhead