Salesforce Tutorials With Real Examples

Organization-Wide Defaults in Salesforce | How to Set the Org-Wide Sharing Defaults for Users in Salesforce

May 19, 2025January 17, 2024 by Bijay Kumar

Do you want to learn about Organization-Wide Defaults in Salesforce? In this Salesforce tutorial, I will explain how to Set Org-Wide Sharing Defaults for Users in Salesforce. It is possible to Set the Org-Wide Sharing Defaults for Users in Salesforce lighting and Salesforce Classic. What is OWD (Organization-Wide Defaults) in Salesforce? OWD (Organization-Wide Defaults) is … Read more >>>

How to Freeze and Unfreeze User in Salesforce

May 19, 2025January 15, 2024 by Bijay Kumar

Salesforce Freeze a user account in Classic

In this Salesforce tutorial, we will learn to Freeze and Unfreeze a user in Salesforce. The feature of freezing and unfreezing a user account is available in both Salesforce Lightning and Salesforce Classic editions. Freezing a User Account in Salesforce In Salesforce, we have a feature to freeze the user account a user, preventing that … Read more >>>

How to Add a Chatter Component to Record Page in Salesforce Lightning

May 19, 2025November 13, 2023 by Bijay Kumar

Salesforce Lightning Add Chatter to the report page

In this Salesforce tutorial, we will learn to add a chatter component to a record page in Salesforce. The feature of adding or removing a component like Chatter from the pages is only possible in Salesforce Lightning. Chatter in Salesforce In Salesforce, Chatter provides a platform for users to collaborate and communicate within the organization. … Read more >>>

How to Check User Licenses in Salesforce

May 19, 2025November 8, 2023 by Bijay Kumar

In this Salesforce tutorial, we will learn to check User Licences in Salesforce. With this, we can see, how many licenses we have used and how many of them are available at the moment. We see the way to check user licenses in Salesforce Lightning and Salesforce Classic. User Licenses in Salesforce In Salesforce, licenses … Read more >>>

How to Deactivate Salesforce User

May 19, 2025November 6, 2023 by Bijay Kumar

In this Salesforce tutorial, we will learn to Deactivate Salesforce Users in an org. We will see the process of deactivating a user in Salesforce Lightning and Salesforce Classic editions. We also discuss the considerations that we should be aware of while deactivating a user in a Salesforce organization. User Deactivation in Salesforce In Salesforce, … Read more >>>

How to Clone a List View in Salesforce

May 19, 2025November 1, 2023 by Bijay Kumar

Clone a List view in Salesforce Lightning

In this Salesforce tutorial, we will learn to Clone a List View in Salesforce. In Salesforce it is possible to create a clone of the list view in Salesforce Lightning only and sadly this feature of creating a clone of a list view is not available in Salesforce Classic. While working in the sales team … Read more >>>

How to Send List Email from Campaign in Salesforce

May 19, 2025October 31, 2023 by Bijay Kumar

In this Salesforce tutorial, we will learn about sending List Email from a Campaign in Salesforce. We are going to discuss the method of sending List Email in Salesforce Lightning and Classic editions respectively. While working in the Sales team of an organization that uses Salesforce as its primary CRM tool to track and manage … Read more >>>

How to Change Account Owners in Salesforce

May 19, 2025October 28, 2023 by Bijay Kumar

Mass transfer Account ownership in Salesforce Classic

In this Salesforce tutorial, we will learn how to change account owners in Salesforce. We will discuss the method of changing owners of accounts in Salesforce Lightning and Classic editions. There are two ways to change the owner of accounts, the first way is to change the account owner from the record page in the … Read more >>>

How to Clone Opportunity in Salesforce

May 19, 2025October 25, 2023 by Bijay Kumar

Clone an Opportunity in Salesforce Lightning

In this Salesforce tutorial, we will learn how to clone an Opportunity in Salesforce. The feature of cloning an opportunity is available in Salesforce Lightning and Salesforce Classic versions. Opportunity Cloning in Salesforce In Salesforce, cloning of opportunities is not an inbuilt feature but it is the process of making a copy, duplicate, or clone … Read more >>>

How to Set Up Opportunity Teams and Opportunity Splits in Salesforce

May 19, 2025October 25, 2023 by Bijay Kumar

Setup Opportunity teams and opportunity splits in Salesforce Lightning

In this Salesforce tutorial, we will learn to Set up Opportunity Teams and Opportunity Splits in Salesforce. In Salesforce, Opportunity Teams and Opportunity Splits are features that allow teams and companies to collaborate and manage sales opportunities in a more efficient way. We can set up Opportunity Teams and Opportunity Splits in Salesforce Lighting as … Read more >>>