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 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 >>>
As a Salesforce admin, I created a custom Home page called “Sales Dashboard Home” for the Sales app last year. Now, our company has introduced a new and improved version of “Sales Performance Home”. To avoid confusion and ensure users see the latest layout, I decided to delete the old custom Home page from Salesforce … Read more >>>
I was working in a company that used Salesforce CRM to manage its business. Recently, we discovered that multiple duplicate accounts exist for the same customers, as different users entered similar accounts without checking whether they already existed. To fix this, I decided to merge duplicate accounts in Salesforce to keep all customer information clean … Read more >>>
Activating a record page in Salesforce Lightning means deploying a record page on Salesforce Lightning. By deploying this custom record page on Salesforce, we can access the functionality of standard components on a single page. In this tutorial, we learn to activate the record page in Salesforce Lightning. Activate a Record Page in Salesforce Lightning … Read more >>>
I recently joined a company that uses the powerful customer relationship management system “Salesforce” to deal with its clients. And during the training session, I unintentionally deleted the record while exploring the Salesforce platform. Therefore, it is now necessary for me to make amends for my error. I discovered that Salesforce provides us with the … Read more >>>
I worked as an administrator in a company that uses Salesforce CRM to manage its sales and services. Every day, customers raise queries through email, chat, and the company website. To reduce this manual work, the company first used case assignment rules. However, even with case assignment rules, there was still a problem that Salesforce … 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.