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Salesforce Quick Tips: How do I create a new list view?

Salesforce Quick Tips: How do I create a new list view?

Nov 28, 2018 | Salesforce Products, Silver Softworks

We get many frequent questions here at Silver Softworks, one of the most common being ‘How do I create a new list view?’. To help you out we have created this easy to follow short video and step by step. Firstly click on the opportunities tab. By default you will see...
Salesforce Quick Tips: How do I access the Kanban view?

Salesforce Quick Tips: How do I access the Kanban view?

Oct 30, 2018 | Salesforce Products, Silver Softworks

The Kanban view is a way of taking one of your standard list views and visualising it in a swimlane style, allowing users to update records quickly. Follow our quick and easy guide to help visual workers create a view that is more manageable, easily adjustable and...

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