If you want to become a Salesforce consultant, check out our list of Salesforce tutorials. These tutorials are for beginners as well as for experiences professionals. All our Salesforce tutorials are also verified by Salesforce certified consultants. Do not hesitate to contact us if you still have questions for us.
I worked for an organization that uses Salesforce to manage data security. We set up the organization-wide default to be private so that no one could access other users’ data. But now, we need to give other users access to some records. To achieve this requirement, we have a sharing rule feature in Salesforce. Here, … Read more >>>
While working as a Salesforce admin recently, we received a lead from the marketing campaign who expressed an interest in buying the product. So, our sales representative scheduled a call with that lead to better understand the requirements and budget. After contacting the lead, the sales rep decided to convert this lead. Here, I will … Read more >>>
I was working as a Salesforce admin on a sales application. Recently, the sales manager asked me to add a field to the contact object so that it would fetch the value of the amount field from the account object and display it on all related contacts of that particular account. To achieve this requirement, … Read more >>>
I work in a mid-size organization that uses Salesforce CRM. Recently, we launched a new software product aimed at small businesses. To successfully introduce this product to the market, we need to arrange a campaign that will generate leads and educate potential customers. Here, I will explain the campaign object in Salesforce and then show you how … Read more >>>
I was working as a Salesforce admin. Recently, the support manager asked me to automate the process for cases generated from the phone (origin). If the case remains unresolved within 10 hours after it is created, it should automatically escalate to the support manager. To automate this process in Salesforce, we have a case escalation … Read more >>>
I was working as a Salesforce admin on lead records. Recently, the sales manager asked me to create a separate list view of lead records to monitor leads generated from the web. To fulfill this requirement, I created a custom list view to display all leads from the web source. Here, I will explain the … Read more >>>
The sales team in our Salesforce org required a record page that contained all necessary information and actions in one place, improving their efficiency in managing sales opportunities. As a system admin, I created that custom Lightning record page for the Opportunity object according to the sales team’s requirements. In this Salesforce tutorial, I will … Read more >>>
While working as a system admin in an organization that uses Salesforce, I configured a custom app named Bank_CRM created specifically for finance. This app contains sensitive financial data, so it was required to add privacy to make it available only for the “manager” and system administrator profiles. For that reason, we decided to disable … Read more >>>
Recently, while working as a Salesforce system admin, I was tasked with creating Web tabs for an external website, a Salesforce tutorial website. The company wants users to be able to navigate to the tab without exiting from the org environment, so whenever they face issues related to data management or want to learn about … Read more >>>
Recently, a client asked us to add custom tabs to their Salesforce org setup to manage project-related tasks, tracking project milestones, deadlines, assigned team members, and client communication. This custom tab will help project managers and team members view and update project-related information in a single tab. Now, we will discuss the process of adding … Read more >>>
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