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.
While working as a Salesforce Admin, the sales manager wants the sales team to stay updated on important Account and Opportunity changes without having to open each record individually. To solve this, I create Chatter Streams that automatically show updates when an Opportunity stage changes, a comment is added on an Account, or a sales … Read more >>>
While working as a Salesforce Admin, the client asked me to restrict access to Salesforce for security reasons. The client wanted users to log in only from the company office network and block access from home or public Wi-Fi. To meet this requirement, I whitelisted the office IP addresses in Salesforce using trusted IP ranges. … Read more >>>
While working as a Salesforce Admin, most of my daily work is related to records, fields, and page layouts. Many times, I need to check the API name of a field or understand why a field is not visible or editable to a user. Usually, I have to go to setup, then open the object … Read more >>>
I was working in Salesforce Service Cloud, and customers were sending many cases about problems with different products. The support team wanted to see which case belonged to which product in one report. However, Salesforce did not provide a standard report that shows Cases along with their associated Products in a single view. To solve … Read more >>>
I was working as a Salesforce admin, and a Salesforce user forgot their login password and could not access their account. I received a request to reset the password. I need to find the user’s record and click “Reset Password“. The user then gets an email with a link to set a new password and can … Read more >>>
As a Salesforce Admin, I created a custom test home page in a sandbox, and by mistake, this test home page got assigned to all profiles in the org. When users saw an incomplete or blank Home page, they raised issues such as “My Home page looks wrong” or “I can’t find my dashboards.” To … Read more >>>
While working as a Salesforce admin, users report that they cannot see some important records on the Account object. I checked the issue, but everything was normal on my end, and I was unable to resolve it. To resolve this quickly, I opened a case with Salesforce support. When I opened a support case, I … Read more >>>
We recently conducted a campaign that generated multiple leads from various sources, including web forms, events, and email. After the campaign, we noticed that some individuals were added multiple times, with varying details. For example, one record contained only the phone number, while another included the email address. This created duplicate lead records in Salesforce, … Read more >>>
Salesforce is the No. 1 CRM in the world, and every business wants to use it to manage customers and grow faster. But because of the high pricing, only medium and large-sized businesses could afford Salesforce. Small businesses wanted the same powerful tools, but the cost and setup were too difficult for them to afford. … Read more >>>
I was working in a company that sells software. Our company website features a “Contact Us” form, allowing customers to submit their questions or requests. When a customer submitted a form saying, “I need help setting up my account.” This request automatically appeared in Salesforce as a customer contact request. Salesforce captured all his details, such as … Read more >>>
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Learn how to work with flows in Salesforce with 5 different real time examples.