FORCEMEDIC DESIGN

Salesforce Tips & Tricks Blog

Welcome to our blog where we aim to make Salesforce knowledge accessible and dare we say, enjoyable? We’re here to break down the complexities of this powerful tool with a touch of humor and a whole lot of expertise.

Salesforce Dashboards: Create, Edit and Customize

Reports are a great way to see data you have gathered in an easy-to-digest format. However, what if I told you haven’t really “seen” until you have worked with Salesforce Dashboards? Keep reading to learn more about dashboards AND how to create your own! What are...

Salesforce Duplicate Records in Lightning

Salesforce duplicate records, who needs them, who wants them! Am I right? With Lightning, there is an easy way to find these lurkers in our records. This agent of truth appears like the following. This Hero is known as the Duplicate Matching Component and is fueled by...

Use Maps to Better Understand Business Processes

Business Processes are the core of what a company does on a regular basis. It is critical they are documented, reviewed, and updated on a regular basis. A documented process often highlights: Why it exists, Starting Points, Inputs, Outputs, End Points, Visual Map, and...

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Whether you’re a Salesforce guru or just starting out, we want to help you be knowledgeable, informed, and confident. Our ForceMedic Design Blog team breaks down new Salesforce releases, discusses Salesforce products, provides time-saving tips, and shares other helpful insights here.

How to Use Salesforce Navigation Menu Faster

How to Use Salesforce Navigation Menu Faster

The Salesforce navigation menu in Lightning Experience is much more than just a way to access pages. It’s loaded with shortcuts for creating records and jumping straight to specific pages from wherever you are. As a result, you'll work faster and your...

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How to Create a Macro in Salesforce

How to Create a Macro in Salesforce

Ever have those moments in Salesforce where you find yourself doing something you did 5 minutes ago? Open new record, click, type, save, repeat… yawn. If only there was a way to automate it! Sure, those administrators could take care of this for you, but you hate to...

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