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.
An entitlement rules in Salesforce determines the level of support for the service that a customer is qualified to receive. It commonly involves information such as the type of support, response time, resolution time, and service level objectives. In this Salesforce tutorial, we will learn what an entitlement rule is and how to create and … Read more >>>
In Salesforce, the Home Page is the landing page that a user sees after logging in to their account. It provides quick access to required actions and tabs for the user. In this Salesforce tutorial, we will learn how to create a custom home page in Salesforce Lightning. We can create and assign multiple Home … Read more >>>
In Salesforce, the login history can be stored for a minimum period of time, up to six months, depending on the organization’s data. Only the admin can have permission to analyze the login history. In the Salesforce tutorial, we will explain login history in Salesforce interface and the login history report. Salesforce Login History In … Read more >>>
Notes in Salesforce are features that allow users to add remarks or comments for various Salesforce objects, such as Accounts, Opportunities, Leads, etc. Recently, while working with Leads in Salesforce, we received a requirement to store extra information. However, this extra information concerns an interaction with a lead. So, after a lot of research, I … Read more >>>
In Salesforce, a public calendar is a shared calendar that can be accessed by multiple users within an organization. In this Salesforce tutorial, we will understand a Public Calendar in Salesforce and see how to create one in Salesforce. Public Calendar Salesforce Public calendars can be created to track team events, project deadlines, or any … Read more >>>
In Salesforce, Leads are the persons or organizations to whom we are trying to sell our product or services. It simply means every person to whom you advertise your product or service is a lead, it doesn’t matter whether he/she buys it or not. In Salesforce, Leads are potential customers or organizations to whom you … Read more >>>
Paths are used to visualize the stages that an object goes through as it processes through a process. They give a clear and short view of an object’s present status and indicate which stage it is presently in or what the awaited outcomes are at each stage. In this Salesforce tutorial, I will explain what … Read more >>>
Every user in Salesforce has a profile that lets you know about the details of the user, such as name, company name, phone, address, etc. Also, you can change and upload the Salesforce profile picture. In this Salesforce tutorial, I will explain profile pictures or avatars in Salesforce. I will also explain how to change … Read more >>>
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 >>>
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.