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.
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 create a Named … Read more >>>
While working as a Salesforce admin, if any user in the company reports that they are facing an issue while updating a record, or if buttons and fields are not visible, or they don’t have access. Then, instead of asking them to share screenshots or explain step by step, as an admin, we can directly … Read more >>>
Sometimes the Salesforce sales agent needs to visit a client site in a remote area where there is no internet connection. During the visit, the agent must verify customer details, contacts, and open opportunities. Now, the agent wants to access and update the client record, but without internet access, this is usually not possible. For … Read more >>>
In our company, we used Salesforce Marketing Cloud to manage cases or the issues raised by customers. In these situations, we often encountered cases where a single customer raised multiple cases for the same problem. For example, they first log a case through the service portal and later send an email about the same problem. … Read more >>>
We use Workflow in Salesforce to automate business processes, such as sending reminders, updating fields, and creating tasks. However, sometimes we need these actions to occur at a specific time rather than immediately. To achieve this, Salesforce provides the Add Time Trigger feature in Workflow Rules. With this, we can schedule actions to run hours … Read more >>>
As a Salesforce system admin, I handle data management in our Salesforce org. In data transfers, we often have to transfer records from one user to another. In this, the ownership of records had to be reassigned, such as when a sales representative left the company or when leads needed to be assigned to a … Read more >>>
Recently, we have migrated our Salesforce org to the Lightning experience, and the management wanted all sales and service users to stay in Lightning. However, some users were still switching back to Salesforce Classic, which created problems. For example, the sales operations team began building dashboards using Lightning-only features. However, a few sales representatives continued to … Read more >>>
When I was working with the sales team in my Salesforce org, they came up with a requirement to sell products at different prices for different types of customers. For example, while the standard price of a product was set at $7500, our clients needed a discounted price of $7000. Similarly, some other product accessories … Read more >>>
In our Salesforce org, I added the products to the Standard price book. Later, we created a custom price book to set different pricing for different markets. In the price books, we wanted a few products to have standard pricing in all custom price books. In the solution, I came to know that we can … Read more >>>
Our organization uses Salesforce as its primary CRM tool, and in that, we use it to create lead records manually from the Lead object. The sales team struggled to create multiple lead records daily, which distracted them from focusing on important leads and related tasks. Later, we decided to allow our customers to fill in the lead fields … Read more >>>
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.
Learn how to work with flows in Salesforce with 5 different real time examples.