See how private equity firms use Salesforce to manage deals more efficiently—streamlining processes, tracking opportunities, and driving smarter decision-making.
Find out how to create a new note on any object — account, contact, opportunity, household, fundraising project, deal, or financial account — and once saved, the system automatically date-stamps it, tags it with the user’s initials, and stores it in chronological order.
Learn the essentials of Salesforce reporting—filters, outlines, and custom views—in a quick, practical tutorial by Matt Mountain. Perfect for beginners and power users.
Discover how to add impactful charts and set up report subscriptions in Salesforce reports with Matt Mountain. A quick, practical guide to better data visualization and consistent updates.
Matt Mountain walks through Salesforce Views on the Opportunities tab—covering how to create, clone, and customize Views, filter for Open Opportunities, update records, and switch between List and Kanban for smarter data management.
Explore how private equity firms manage their fundraising pipeline with Salesforce—streamlining processes, improving efficiency, and gaining a clear edge with 410 Solutions.
Matt Mountain shows how to connect LinkedIn with Salesforce using PipeLaunch—an affordable alternative to LinkedIn’s costly official integration—keeping CRM data accurate and up to date.
See how a custom Salesforce FSC automation streamlines household creation—detecting missing households, adding members, and generating complete records in seconds.
Matt Mountain demonstrates Action Plans in Salesforce FSC and Sales Cloud Spring ’25—automating task assignments, streamlining onboarding, and creating structured workflows with role-based tasks, dependencies, and progress tracking.
This video demonstrates how to build effective Salesforce dashboards—turning reports into actionable, visually compelling insights that drive better decision-making.
Explore how private equity firms use tear sheets in Salesforce—concise deal summaries that help teams quickly evaluate opportunities and make informed decisions.
Matt Mountain showcases a one-click Salesforce FSC solution that streamlines household management—creating households, linking members, updating relationships, and enhancing task visibility instantly.
A practical walkthrough on creating Salesforce users correctly, covering the key setup items that prevent access issues and make onboarding smoother from day one.
Matt Mountain shows how to add Salesforce apps, assign them to profiles, and customize app access so users see the right tabs and tools from day one.
Learn how to remove distracting Salesforce pop-ups by disabling welcome messages, in-app guidance, and notification banners in three key Setup locations.
Configure actions and activities on Salesforce page layouts by organizing global actions, customizing activity buttons, and understanding when to use Log a Call, New Task, and New Event.
Watch how to adjust compact layouts in Salesforce by customizing which fields appear at the top of records, hiding the follow button, and optimizing screen space for better usability.
Matt Mountain shows you how to configure dynamic forms in Salesforce with conditional field visibility, so users only see relevant fields without creating multiple page layouts.
Learn how to configure rich text components in Salesforce to show contextual messages based on field conditions, like triggering SLA expiration alerts within 90 days.
This video is a walkthrough of when to use Salesforce Leads for unqualified prospects versus when to skip them and use Person Accounts for qualified referrals.
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