Video Category: Salesforce in a Tick

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.

How to Set Up Custom Fiscal Year

In this video you will learn the two options available in Salesforce to define a fiscal year. In addition, we will show you how to set up a custom fiscal year according to your business financial structure.

Learn How to Create a Path

As a Salesforce admin you always want to boost productivity and help your sales reps gather complete data during the sales process. To help your agents, you can create different paths to guide them through the steps of a business process. Here we will show you how you can do it.

How to Merge Records in Salesforce

Merging records is the general solution for managing duplicated information in your organization as it helps keep the data in your Salesforce instance clean and free of duplicates.

Lead Assignment Rules

Assignment rules automate your organization’s lead generation. Learn how to create and use lead assignment rules to specify how leads are assigned to users or queues.

Salesforce Duplicate Management Solution

Learn how to customize Salesforce's Duplicate Management Solution. This feature will enable you to maintain clean, accurate data by managing duplicates one at a time and also help you track your progress in eliminating them across your org.

How to Customize Lightning Record Pages

A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. Find out how to create a Lightning record page and also how to customize an existing one.

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What people are saying

Five starts

Five stars on customer satisfaction and Salesforce appexchange ratings.

"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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