A Letterhead normalized the information in the header and the footer of an email template. Recently, I was required to create a custom HTML email template in Salesforce Lightning. While understanding it, I learned that HTML email templates need letterheads. So, in this tutorial, we will focus on working with letterhead in Salesforce and how … Read more >>>
A default landing page is a page that the user is directed to upon logging into the Salesforce account or platform. This landing page can be specially made to display the applicable information and functionality to the user based on their role and profile. In this Salesforce tutorial, I will explain how to set default … Read more >>>
The enhanced profile view in Salesforce gives users an extensive view of their profile settings or permissions. This enhanced view permits the Salesforce admin to see and control user profiles quickly and involves fields, tabs, and objects that users can access. In this Salesforce tutorial, we will understand enhance profile view in Salesforce and how … Read more >>>
In Salesforce, Records are used to distribute and assign records used by teams that share workloads. Queues in Salesforce are used for managing cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects. Salesforce flows help automate the process of assigning records to queues. In this Salesforce tutorial, we will learn to Assign Records to … Read more >>>
In Salesforce, record cloning is required to manage business processes, from sales to customer service. Salesforce provides a basic feature for cloning records and their related records, but with the help of flows, we can automate the process of cloning records with their related records. In this Salesforce tutorial, we will learn to Clone Records … Read more >>>
In our Salesforce org, after a recent product launch, our company decided to launch a survey regarding product feedback after a week to gather customer insights and their experience with the product. The survey will be sent to customers who have purchased and used our product for a week. Then, I created a custom survey … Read more >>>
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 >>>
Build a Smart AI-Powered CRM Assistant with Agentforce in Just 4 Hours—Hands-On, Live, and Ready for Real-World Use!
27 August 2026 | 7 PM to 11 PM IST | 9:30 AM to 1:30 PM EST
Early Bird: $9 – First 15 Seats
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.