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, to find the records, we use the global search based on the field values. As a result, global search displays the records from Salesforce objects that match the search text. The displayed records also show some fields and their values, allowing the user to easily find records with the necessary fields without needing … Read more >>>
I recently joined a USA-based IT company that uses the powerful customer relationship management system “Salesforce” to deal with the business world. One day, I was assigned the task of calculating the maximum lead score across all leads. As a solution, I discovered that Salesforce gives us the function named “Max() Function”, which is used to calculate … Read more >>>
I worked as a Salesforce administrator in a company that utilises Salesforce, providing support services to customers via email, web chat, and phone calls. When a customer sends an email about an issue, Salesforce needs to decide which agent should handle it. Here, I am required to set up the service channel in Salesforce to route … Read more >>>
As a Salesforce Administrator, I worked for a company that wanted to provide better support services by ensuring customers get a first response within 4 hours whenever they raise a support case. Therefore, in Salesforce, we have a feature that allows us to setup a milestone so that it automatically starts counting time when a … Read more >>>
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 >>>
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.