Log a Call Salesforce allows users to record the communication they did with the customer. In this Salesforce tutorial, I will explain the detailed concept of log a call Salesforce. I will guide you step-by-step through how to log a call in Salesforce. Additionally, I will explain how to create log a call report in … Read more >>>
In this Salesforce tutorial, I will explain how to Promote Existing Multi-select Picklist Field Values as Global Value Sets on Salesforce and discuss the method for doing so in Salesforce Lightning and Salesforce Classic. Use Global Value Set on Existing Multi-select Picklist Field in Salesforce Lightning For that login to your Salesforce account and follow … Read more >>>
In Salesforce automation, flows are widely used to automate data processes like creating, updating, and deleting records. In date fields, we have a standard last activity date field, but this date field gets updated even with small changes in the record, irrespective of the fields. For example, we have a custom date field, Customer review, … Read more >>>
Using Salesforce Flow, we can automate the process of sending emails to users or accounts on birthdays or anniversaries every year. In this Salesforce tutorial, we will learn about how to automate birthday or anniversary Email using Salesforce Flow using real-time scenarios and explanations. Let’s take a Scenario while working as a Salesforce Admin for a US-based … Read more >>>
Activity Timeline in Salesforce allows users to track their activities. In this Salesforce tutorial, I will explain about activity timeline in Salesforce. I will also explain how to enable activity timelines in Salesforce. Additionally, I will step-by-step guide you on how to customize the activity timeline in Salesforce. Activity Timeline in Salesforce The Salesforce activity … Read more >>>
In Salesforce, we can automate the processes to freeze the users by using flows. We can automate this process in different ways. In this Salesforce tutorial, we will see what is meant by Freeze Useres in Salesforce and How to Freeze User’s Account Using Salesforce Flow using real-time scenarios and explanations. What are freeze or … Read more >>>
In Salesforce user management, we cannot delete a user once it is created, so we deactivate the user account to refrain the user from having access to the organization. We can automate the process of user deactivation using the flows, and in this Salesforce tutorial, we will learn to Auto-Deactivate Users with Schedule-Triggered Flow in … Read more >>>
In Salesforce, Assets are the products or items an organization sells or uses to service customers. The Assets are associated with accounts, opportunities, or cases, providing information about the products owned or used by customers. In Salesforce automation, we can automate the process of creating assets with the help of Salesforce flows, which results in … Read more >>>
Using Salesforce Flow, we can automate adding users to public groups instead of manually assigning them. In this Salesforce tutorial, we will learn how to automatically add users to public group using Salesforce Flow, using real-time scenarios and explanations. What are public groups in Salesforce? In Salesforce, a public group is defined as a group … Read more >>>
In Salesforce, you need to close a case when the customer’s issue or inquiry is resolved; it is part of the case processing. In this Salesforce tutorial, I will explain the Salesforce close case with step-by-step guidance on how to close a case in Salesforce. I will also explain how to close multiple cases in … 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.