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 >>>
Tab Visibility Salesforce defines which tabs can user access based on their profile and permission sets. In this Salesforce tutorial, I will explain tab visibility Salesforce. I will also explain the Salesforce tab default off vs hidden. Additionally, I will step-by-step guide on how to setup custom tab visibility in Salesforce. Tab Visibility Salesforce In … Read more >>>
I am working as a system admin for an e-commerce company that uses Salesforce as its primary CRM tool to manage customer support. The company has a team of support agents who handle customer inquiries and issues. I was assigned the task of creating a case for the customers’ issues. In this Salesforce tutorial, I … Read more >>>
Do you want to learn how to create a task list view Salesforce Lightning to filter the task? In this Salesforce tutorial, I will explain the Salesforce task list view. I will also explain how to create a new task list view in Salesforce Lightning. Task List View Salesforce In Salesforce, tasks object is used … Read more >>>
In this Salesforce tutorial, I will explain the contact list view in Salesforce. I will also explain step-by-step how to create a contact list in Salesforce. Contact List View Salesforce In Salesforce, contacts are the people to whom you are doing business. To store or filter the contacts based on specific criteria, you can use … Read more >>>
In Salesforce automation, we use flows to automate the data process in the org, like creating, deleting, or updating a record using a flow. In this Salesforce tutorial, we will learn about creating a related Record from a Salesforce flow. Create a Related Record from a Salesforce Flow There are two ways to create a … Read more >>>
In Salesforce, we can launch a flow from List View instead of going from one tab to another. In this Salesforce tutorial, we will learn to use Salesforce flow from list view, and we will also see how to use Salesforce flow in list view using real-time scenarios and step-by-step explanations. Let’s take a Scenario while working … Read more >>>
In Salesforce, creating a case related to an account is important for managing customer support effectively. With the help of Salesforce flow, we can automate the process of creating tasks for the accounts. In this Salesforce tutorial, we will learn to create a Case Related to an Account using Flow. Create a Case Related to … Read more >>>
List View Permissions Sets in Salesforce are used to filter the records of the permissions sets based on the specified filter criteria. In this Salesforce tutorial, I will explain the Salesforce list view permissions. I will also explain how to create and customize list view permission in Salesforce. Additionally, I will cover when you don’t … Read more >>>
External ID is defined as a custom field that has an external ID attribute, which means it holds different record identifiers outside the salesforce. The external IDs can be used to avoid duplicate records. What is the external ID in Salesforce? In Salesforce, the external ID is basically a custom field that we mark as … 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.