Events are very important, and humans can’t remember all of them. But there is no need to worry while working in Salesforce, as it provides us with a feature to create events. In this Salesforce tutorial, we will discuss event in Salesforce Lightning. We will also learn how to show these events in the Salesforce … Read more >>>
Salesforce is slowly moving to the Flow Builder and restructuring the Workflows and Process Builder. It emphasizes using Lightning Flows and migrating your old workflows and process builders into Lightning Flows. In this Salesforce tutorial, we will learn Process Builder and Lightning Flows and see Migrate Workflows and Process Builder to Salesforce Flow. This is … Read more >>>
When a customer sends an email to report a problem, Salesforce automatically creates a case record from that email. The subject of the email becomes the case subject, the email body becomes the case description, and the customer’s email is linked to the case. This helps support agents manage, respond to, and track customer issues … Read more >>>
Salesforce custom links can be added to several records, pages, and layouts within the Salesforce platform. They can also be used to give fast access to external and internal pages. In this Salesforce tutorial, I will explain custom links in Salesforce and how to add custom links in Salesforce. What are Custom Links in Salesforce? … Read more >>>
The field level is used to control the user’s approach to a field on an object. It can even determine whether the user can edit or see the value for specific fields on an object. Field-level security in Salesforce is a setting that allows the Salesforce admin to restrict user’s access to specific data. In … Read more >>>
The text included at the last of the email that contains information about the contact details of who is sending the email or company branding is known as a Salesforce Email Signature. So, in this Salesforce tutorial, I will explain email signature in Salesforce and how to create email signatures in Salesforce. Additionally, I will … Read more >>>
A compact layout is used in Salesforce to show a record’s key fields at a glance, such as email, Date of birth, marital status, etc. It can also be used to manage which fields appear in the header. In this tutorial, we will learn about the compact layout in Salesforce, its use, and how to … Read more >>>
In customer relationship management, communication is one of the most important things the organization needs, and one way to communicate with customers is Email. There are multiple scenarios where you need to send one email to multiple customers, so you have the Send List Email Salesforce feature. In this Salesforce tutorial, I will explain the … Read more >>>
Using Salesforce Flow, we can automate the processes to assign team members to a particular account. In this Salesforce tutorial, we will learn about account team members and how to auto-assign members to account team using Salesforce Flow using real-time scenarios and explanations. What is an account team member in Salesforce? A team was set … Read more >>>
Do you want to send an email through Quick Action Salesforce to communicate with leads and contacts? In this Salesforce tutorial, I will explain email quick actions and guide you step-by-step through sending them. Additionally, I will explain what to do when send email through quick action in Salesforce that is not visible. Send Email … Read more >>>
In this live webinar, we will showcase how Salesforce AI Agents use business data and documents to provide intelligent responses using Agentforce Data Library and Salesforce Data Cloud.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.