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 Salesforce Service Cloud or Sales Cloud, support users talk to customers every day over the phone. These calls may be about customer queries, support issues, product failures, or follow-ups. Now imagine a support agent just finished a call with a customer. The customer explained their problem. The agent provided a solution and promised a … Read more >>>
If your company talks to customers every day through calls, emails, chat, or cases, managing all those conversations can be difficult. This is where Salesforce Service Cloud helps. Service Cloud is part of Salesforce and is specifically designed for customer support and service teams. It helps companies manage customer issues, track cases, and give faster … Read more >>>
A Sales Manager wants to track all important closing dates of opportunities for the sales team. The standard Salesforce calendar shows only events and tasks, but the manager also wants to see custom opportunity fields, such as Expected Close Date or Discount Approval Date, in the calendar view. So, the Salesforce admin creates a custom calendar in Salesforce, providing … Read more >>>
I worked at a company that used Salesforce CRM to provide support their customers. Whenever customers faced any issue, they raised support cases in Salesforce. The client wanted customers to be able to check case updates, reply to the support team, and share screenshots or files related to their issues. At the same time, the … Read more >>>
In Salesforce, stages define the sales process by showing where an opportunity is in the sales cycle, from the first contact with a customer to the final deal. Each stage shows a step in the sales process, such as qualification, proposal, or negotiation, and helps sales teams track progress and understand the next steps. Salesforce … Read more >>>
I was a Salesforce Administrator at a company that used Salesforce CRM to manage customer cases and resolve customer queries. The service team informed me that they handle two different types of support processes: Each support process follows different case status stages. Because of this, the team wanted Salesforce to display different status values based on the selected support type for the case. … Read more >>>
While working as a Salesforce Admin, I faced an issue where different users were seeing different record pages for the campaign object. Some users are seeing the new record page I created, but others are still seeing the old page layout. This created confusion because everyone should get the same page design. To understand why … Read more >>>
A sales team is working on an opportunity to close a deal. But important customer details, such as Account Type, Industry, Phone, and Billing Address, are stored on the Account record. Every time, the user has to open the Account in a new tab to check this information. To solve this, I display Account fields … Read more >>>
While working as a Salesforce admin, I received a requirement from our client. They have two profiles: sales executives and sales managers, and both use the same Salesforce object. Sales executives need to see and fill only the basic fields, but sales managers need additional fields such as discount, approval status, and internal notes. Instead … Read more >>>
In Salesforce, we set the Organization-Wide Defaults (OWD) to Private to control record-level security. This means users can see only the records and files they own or that are shared with them. By default, other users do not have access. Sometimes, there is a business requirement to grant access to a specific record or file to users … Read more >>>
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