Salesforce Instance Health Check-up

Generally believed that leading a wholesome lifestyle is positively correlated with leading a fruitful life. When we are in good physical and mental health, we are more likely to have the energy, focus, and motivation to pursue our goals and succeed in various aspects of our lives, including work, relationships, and personal growth. We may […]

Salesforce Easy makes your life Easy

Salesforce Easy makes your life Easy

The world is constantly evolving and so are the tools we use to make our lives easier. Salesforce has recently launched Salesforce Easy to replace its existing Salesforce Essentials. Salesforce makes it easier for users to quickly access the data they need to make informed decisions about their customers.  Working together to achieve goals is […]

Record sharing using Salesforce Flow

Record Sharing using Salesforce Flow - Sweet Potato Tec

Sharing plays a crucial role in salesforce. Ever wonder if you can share the record with users based on the data in a lookup field. Well, your wish has come true – the flow now allows you to do this without writing a single line of code. Let’s look at this in details with an […]

Breaking Barriers: How I Became a Salesforce Certified Expert

Meenas-Story-of-becoming-Salesforce-Certified-Administrator-Sweet-Potato-Tec-Best-Salesforce-Specialist-UK

My name is Meena and I am a Salesforce-certified professional. I have heard the quotes  “Effort pays off!” and “Nothing is impossible if you try!” many times, but it was only at the age of 41 that I realized that these quotes can be turned into actions. Let me tell you my story of how […]

Salesforce CPQ Product Rule

Sarav loves Samsung Phones and Salesforce. When we asked him for content around product rules, he created this really simple video! We loved it. Hope you do too!

Need to track duration at every Salesforce opportunity stage?

We all know Salesforce is an incredible platform for managing sales operations. Opportunity Stages define an organization’s sales process. In this blog, we are going to calculate the time taken by an Opportunity stage till it reaches the “Closed Won” or “Closed Lost” stage.This functionality plays a crucial role in Pipeline management. This reveals information […]

Talk the right amount in meetings!

TL;DR – Just look at the post image to help you talk the right amount in meetings. We – humans – love to talk, that’s in our genes. That’s how humans evolved to become one of the most innovative life forms – by passing information between our tribes, our friends, and our children. One thing […]

Workflow To Flow Migration – Salesforce Tool

Workflow To Flow Migration- Salesforce Tool

Introduction As salesforce admins, you might have used various process automation tools such as workflows, process builders, and flows. There are often questions around what automation tools to use when we come across some requirements. Salesforce might end all these debates as they standardize everything to flow. They will also help us – ‘Migrate to […]

Salesforce- Google Ads integration

Salesforce Google Ads Integration - Sweet Potato Tec

Customer Requirement  The client is a UK-based company that manages digital marketing for its customers in both Salesforce and another database. The digital marketing teams were manually entering the same details from Salesforce into their database wizard, which in turn activates the campaign in Google Ads and Bing Ads. The database wizard had an optimization engine that ensured it secures the right […]