In this Salesforce tutorial, we will learn to Deactivate Salesforce Users in an org. We will see the process of deactivating a user in Salesforce Lightning and Salesforce Classic editions. We also discuss the considerations that we should be aware of while deactivating a user in a Salesforce organization. User Deactivation in Salesforce In Salesforce, … Read more >>>
In this Salesforce tutorial, you will learn the Salesforce VALUE function. You will also learn the basic syntax of the function and see various examples illustrating several use cases of the function in Salesforce. Do you face issues while doing the calculations of the numerical data that is stored as text in Salesforce? Suppose you … Read more >>>
In this Salesforce tutorial, we will learn to Clone a List View in Salesforce. In Salesforce it is possible to create a clone of the list view in Salesforce Lightning only and sadly this feature of creating a clone of a list view is not available in Salesforce Classic. While working in the sales team … Read more >>>
In this Salesforce tutorial, we will learn about sending List Email from a Campaign in Salesforce. We are going to discuss the method of sending List Email in Salesforce Lightning and Classic editions respectively. While working in the Sales team of an organization that uses Salesforce as its primary CRM tool to track and manage … Read more >>>
In this Salesforce tutorial, we will learn to Create a Report on Opportunities Stage Duration in Salesforce. We will see how to create a custom report on opportunities stage duration in Salesforce Lightning and Classic editions. Opportunities Stage Duration Report in Salesforce In Salesforce, Stage duration is counted in several days of the staging period … Read more >>>
In this Salesforce tutorial, we will learn how to change account owners in Salesforce. We will discuss the method of changing owners of accounts in Salesforce Lightning and Classic editions. There are two ways to change the owner of accounts, the first way is to change the account owner from the record page in the … Read more >>>
In this Salesforce tutorial, we will learn how to clone an Opportunity in Salesforce. The feature of cloning an opportunity is available in Salesforce Lightning and Salesforce Classic versions. Opportunity Cloning in Salesforce In Salesforce, cloning of opportunities is not an inbuilt feature but it is the process of making a copy, duplicate, or clone … Read more >>>
In this Salesforce tutorial, we will learn to Set up Opportunity Teams and Opportunity Splits in Salesforce. In Salesforce, Opportunity Teams and Opportunity Splits are features that allow teams and companies to collaborate and manage sales opportunities in a more efficient way. We can set up Opportunity Teams and Opportunity Splits in Salesforce Lighting as … Read more >>>
In this Salesforce tutorial, we will learn to Create a Case Report for the Support in Salesforce. Case reports in Salesforce are created generally for the Customer Support report types and it is possible to create a case report for support in Salesforce Lightning and Classic edition as well. Case Report in Salesforce In Salesforce, … Read more >>>
In this Salesforce tutorial, we are going to learn about enabling or setup a Field History tracking in Salesforce Lightning and Classic editions. We will discuss setting field history tracking for standard and custom objects in both editions. We will learn about the Field History Tracking feature and its uses in Salesforce. There are some … Read more >>>
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.
Learn how to work with flows in Salesforce with 5 different real time examples.