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.
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 >>>
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 >>>
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 >>>
The field level is used to control the user’s approach to a field on an object. It can even determine whether the user can edit or see the value for specific fields on an object. Field-level security in Salesforce is a setting that allows the Salesforce admin to restrict user’s access to specific data. In … Read more >>>
The text included at the last of the email that contains information about the contact details of who is sending the email or company branding is known as a Salesforce Email Signature. So, in this Salesforce tutorial, I will explain email signature in Salesforce and how to create email signatures in Salesforce. Additionally, I will … Read more >>>
A compact layout is used in Salesforce to show a record’s key fields at a glance, such as email, Date of birth, marital status, etc. It can also be used to manage which fields appear in the header. In this tutorial, we will learn about the compact layout in Salesforce, its use, and how to … Read more >>>
In customer relationship management, communication is one of the most important things the organization needs, and one way to communicate with customers is Email. There are multiple scenarios where you need to send one email to multiple customers, so you have the Send List Email Salesforce feature. In this Salesforce tutorial, I will explain the … Read more >>>
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.
Learn how to work with flows in Salesforce with 5 different real time examples.