In this Salesforce tutorial, we will learn about adding Contacts to campaigns in Salesforce. We will discuss the process of adding the contacts to the campaign in Salesforce Lightning and Salesforce Classic. Contacts in Salesforce Campaigns In Salesforce, adding Contacts to a Campaign means associating those contacts with a specific event related to marketing or … Read more >>>
Are you facing a problem in Salesforce, where you need to manipulate the text string by changing the text to lowercase while ensuring the initial letter of each word is capitalized? Such as you need to standardize the product name because you encountered the problem of inconsistency in the way users input them. Some users … Read more >>>
We will learn about how to Create an Average Deal Report in this Salesforce tutorial. Creating an Average Deal Report is possible in both editions i.e. Salesforce Lightning and Classic. This report is not an in-built report in Salesforce, so we will create this report with customization and adding filters. Average Deal Report in Salesforce … Read more >>>
This Salesforce tutorial will explain the PICKLISTCOUNT Function. We will also learn its syntax and use cases. In addition, we will explore practical business examples of the function in both Salesforce Lightning and Salesforce Classic. While working as a Salesforce administrator, I recently had the task of counting the number of opportunities in each stage … Read more >>>
In this Salesforce tutorial, I will explain how to create a win report in Salesforce. We will also discuss creating a win report in Salesforce Lightning using opportunity records. Win Report in Salesforce In Salesforce, win report is a custom report that is created with the data of opportunities. The Win report shows all the deals … Read more >>>
In this Salesforce tutorial, we will learn to Pass a Record ID into Salesforce Flow and for that, we will create a Salesforce Flow with a record ID variable and then pass that flow to the Salesforce records displaying the Record ID. We can pass a Record ID into flow in Salesforce Lightning only because … Read more >>>
We will show demo on the complete process of building your first AI Agent in Salesforce using Agentforce. You’ll learn how agents work and how to connect your agent to Salesforce data to deliver intelligent business outcomes.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.