Video Category: Salesforce in a Tick

Custom Metadata Types

In this video we will be taking a look at Custom Metadata Types. By the end of this tutorial, you’ll have a solid grasp of how to use this feature to supercharge your Salesforce implementations.

Salesforce CPQ: Recommended Configuration

Salesforce CPQ is a Salesforce sales tool that allows you to generate quotes for complex products or services in a fast, accurate and personalized way. In this video, we will be going over some tips and recommended settings when configuring it for the first time.

Sending Email Alerts With Flow

Learn how to configure Email Alert Actions to generate emails via Flow and send them to designated recipients, which can include all these different types.

Setting Up Web to Lead

Web-to-lead is a way for organizations to acquire new leads directly into Salesforce using a website form that captures visitor information. In this video, we will be showing you a web-to-lead, how it works, its benefits, and the basics on how to get it set up.

How to Create Global Picklists

Global value sets are virtually no different from regular picklist fields, to the user they provide the same experience, but on the backend, the values and management of the picklist are handled differently. In this video, we will be talking about Global Picklists and how to create them.

How to Create Email Templates

Improves your communications by using email templates in Salesforce. We will be showing you how to do it and thus increase productivity and ensure consistent messaging.

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"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of Salesforce.com. They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the Force.com platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a Salesforce.com partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

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