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.
As a Salesforce Admin, I noticed that some users were trying to log in from outside the company network. To keep our data safe, I set up a login access policy that only allows logins from trusted IP ranges. Now, if anyone tries to log in from an unknown location, Salesforce blocks the attempt and … Read more >>>
I was working in a company where our support agents handled emails, cases, and live chats from customers. The problem was that some agents received too many requests, while others received very few. Customers had to wait longer, and agents were frustrated. To solve this, we enabled Omni-Channel in Salesforce. After setting it up, customer … Read more >>>
Imagine a company that sells mobile phones online. Customers often ask the same questions, like “Where is my order?”, “How can I return a phone?”, or “What are today’s offers?”. Instead of making customers wait for a support agent, the company sets up Einstein Bot in Salesforce. The bot answers common questions, helps customers track … Read more >>>
When we want to send data from Salesforce to an external system like a Google API or a payment system, we need to provide authentication details (username, password, or access token). If we write these details directly in Apex code, it is not secure and difficult to maintain. To solve this, we set up External Credentials in Salesforce. It … Read more >>>
While working as a Salesforce Admin in a company that uses Salesforce to manage customer support cases, when a new high-priority case is created in Salesforce, we want to immediately notify an external system, such as a third-party ticketing tool or an internal application. Using Workflow with Outbound Message, Salesforce can automatically send case details such as Case ID, … Read more >>>
When we create an Account from a Lead, it is saved in Salesforce. But after that, some Accounts don’t get any sales calls, meetings, or follow-up activities. These Accounts remain inactive because no activities are added. The Sales Manager wants to review these accounts so the team can plan proper follow-up and not miss any … Read more >>>
While working at a company that uses Salesforce to manage business processes, our marketing team recently ran a campaign and generated a number of leads. Now, the manager wants to share this data with the marketing head, but the marketing head does not have access to Salesforce. In this case, we need to export the … Read more >>>
In our Salesforce org, I was working on a requirement for the sales team to customize record pages. They wanted to see the company logo on the account record page, and when clicked, it should redirect them to the company’s official website. In Salesforce, there are two ways to add a clickable image as a … Read more >>>
In my Salesforce organization, I was setting up a new custom object to track service requests. Each request record required a status field with values such as New, In Progress, and Closed. Since every request should always start in the New stage, I didn’t want users to manually select the picklist value “New” each time they created … Read more >>>
In our Salesforce organization, every time we onboard a new client, we ensure that all their important documents are properly uploaded to the Salesforce database. For each Account, we need to upload files like agreements, contracts, and images to store the ID proofs. By uploading files directly to the Account or any other object record, … Read more >>>
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Learn how to work with flows in Salesforce with 5 different real time examples.