There are many ways we can share a record in Salesforce. We can share a record manually, using groups, roles, or permission sets. We can also use sharing rules to automate the process. Additionally, we can use the Lightning Platform Security model to fine-tune our sharing settings. There are many ways we can share a […]

I have recently started using Ynab and I am really liking it so far. It is very user-friendly and has helped me to get a better handle on my finances. I was wondering if anyone else has used Ynab and what their thoughts are? Is it worth the monthly subscription fee? If you’re looking for […]

Outlook is a popular email client that many businesses use. HubSpot CRM is a customer relationship management software that helps businesses keep track of their customers and sales. Both Outlook and HubSpot CRM offer integration, which can make it easier to manage your customer relationships. Here are some instructions on how to integrate Outlook with […]

Netsuite is a cloud-based enterprise resource planning software that helps businesses manage their finances, inventory, and operations. It was founded in 1998 and is headquartered in San Mateo, California. Netsuite is owned by Oracle Corporation, one of the world’s largest enterprise software companies. Netsuite is not an Oracle product. Netsuite was founded in 1998, and […]

If you’re using Hubspot CRM to manage your customer relationships, you may be wondering how to calculate your customer lifetime value (CLV). Luckily, there’s a built-in tool that can help. Here’s a step-by-step guide to calculating CLV in Hubspot CRM. Log into your HubSpot account and navigate to the CRM home page Click on the […]

If you are looking for a budgeting tool, you may be wondering how much Ynab costs. Ynab is a budgeting software that helps you create and stick to a budget. The cost of Ynab is $5 per month, or $50 per year if you pay annually. There is also a free trial available so that […]

Zoho CRM is a cloud-based software that starts at $12 per month for the Standard Edition. The price goes up to $35 per month for the Professional Edition and $100 per month for the Enterprise Edition. There is also a free trial available. Zoho CRM offers discounts for annual plans and multiple users. Are you […]

Salesforce is a popular CRM (customer relationship management) software. It’s main function is to help businesses keep track of their customer interactions and data. However, some businesses are wondering if Salesforce can be used as a database. Salesforce offers a robust set of features that make it a great option for businesses looking for a […]

Salesforce is a cloud-based CRM software that offers its users a lot of customization options. One such option is the ability to create multiple sandboxes. A sandbox is essentially a copy of your Salesforce org that you can use for testing purposes. This way, you can make changes to your test org without affecting your […]