Creating a Living Data Dictionary in Salesforce

A data dictionary is a list/document used to describe a system and the fields and attributes associated to the system. A lot of times this can be an excel spreadsheet or a word document to describe the system, the fields, the attributes associated to the fields, etc. A Salesforce data dictionary is a very important […]

Creating Dynamic Fields in Salesforce

Not all sales agents work the same way. Not all of them build relationships with clients in a structured way that aligns with each other. However, being able to understand how they work can provide a way to create a structured measure of success. There are times when an agent may want to create their […]