Category Archives: Whiteboard

ShellBlack Whiteboard

Introduction to Custom ObjectsFebruary 23, 2015 – In this episode of ShellBlack Whiteboard we introduce Custom Objects - a way to extend the Salesforce database and ... Read Post →

Salesforce Record Types and Page LayoutsFebruary 22, 2015 – In this episode of ShellBlack Whiteboard we introduce Records Types - a way not only to segment pick list values ... Read Post →

Salesforce Quotes Part 2 - Template Design and LimitationsJuly 27, 2014 – In this episode of ShellBlack Whiteboard we discuss Quote Templates. We start by providing a few use cases where ... Read Post →

Salesforce Quotes Part 1 - Overview and Key FieldsJuly 27, 2014 – In this episode of ShellBlack Whiteboard we look at Quotes and how they are used in conjunction with Opportunities ... Read Post →

Products Part 2 - Revenue and Product SchedulingJuly 20, 2014 – In this episode of ShellBlack Whiteboard we look at the two types of Product Schedules: Product Schedules and ... Read Post →

Products Part 1 - Overview of Products and PricebooksJuly 11, 2014 – In this ShellBlack Whiteboard episode we dive into Opportunity Products and Pricebooks. Shell starts by defining ... Read Post →

Salesforce Opportunities Part 4 - Stage History and Contact RolesJuly 02, 2014 – In this final segment on Salesforce Opportunities, Shell dives into two related lists: Stage History and Contact ... Read Post →

Salesforce Opportunities Part 3 - Opportunity ReportingJune 29, 2014 – In this installment on our series on Salesforce Opportunities, Shell dives into Opportunity reporting - a common ... Read Post →

Salesforce Opportunities Part 2 - Creating a Sales ProcessJune 29, 2014 – In this second installment on our series on Salesforce Opportunities, Shell discusses how to create a Sales ... Read Post →

Salesforce Opportunities Part 1 - Overview and Key FieldsJune 29, 2014 – In this first installment on our series on Salesforce Opportunities, Shell dives in and explains what is an ... Read Post →