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.
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 >>>
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 >>>
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 >>>
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 >>>
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 >>>
In this Salesforce tutorial, we are going to learn about enabling or setup a Field History tracking in Salesforce Lightning and Classic editions. We will discuss setting field history tracking for standard and custom objects in both editions. We will learn about the Field History Tracking feature and its uses in Salesforce. There are some … Read more >>>
In this Salesforce tutorial, we will learn to create and add a favorites list to the Salesforce Navigation in the Salesforce Lightning and Classic editions. For this, we will add a view list to the favorites and then display it in the navigation of the Sales app of Salesforce.org. Creating and adding of favorites list … Read more >>>
In this Salesforce tutorial, we will learn about scheduling products for opportunities in Salesforce. The scheduling of products is done in the opportunities and it is possible to setup a product schedule in Salesforce Lightning and Classic versions. Product Schedules in Salesforce In Salesforce product schedules is a feature, that allows us to record when … Read more >>>
In this Salesforce tutorial, we will learn about adding Contacts to campaigns in Salesforce. We will discuss the process of adding the contacts to the campaign in Salesforce Lightning and Salesforce Classic. Contacts in Salesforce Campaigns In Salesforce, adding Contacts to a Campaign means associating those contacts with a specific event related to marketing or … Read more >>>
Are you facing a problem in Salesforce, where you need to manipulate the text string by changing the text to lowercase while ensuring the initial letter of each word is capitalized? Such as you need to standardize the product name because you encountered the problem of inconsistency in the way users input them. Some users … 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.