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In this video, we'll show you how to add a calendar to your personal view in Salesforce. It's a common circumstance to need to add other calendars to your current view. When adding a new calendar to your personal view,...

In this video, we show you how you can start prospecting based on the last completed activity. This can be used on any object that you'd use to prospect off of, but in this example, we'll use contacts. In order to...

In this video, we show you the KanBan List View in Salesforce and how to use and customize it. KanBan List Views separate your records into cards and columns, allowing you to easily drag and drop records across...

In this video, we'll show you two different methods for changing ownership of records in Salesforce. This is an action that needs to be performed when records need to be transferred between owners. In some cases, you...

In this video, we'll show you the difference between the Comfy vs Compact User Interface settings, and how you can update them. By default, Salesforce uses the Comfy user interface setting, which creates more spacing...

In this video, we show you methods to efficient task management using task split views. Tasks are used in Salesforce to track pending activities that need to be completed. A common scenario in Salesforce is when tasks...

In this video, we show you how to use Salesforce Global Search. Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or...

In this video, we show you how to create a calendar view for any object in Salesforce. This is a feature that can easily help you keep track of high-priority items and tasks while filtering out excess information....

In this video, we will show you how to customize your chatter profile. There are a few ways to navigate to your profile, check out this brief tutorial to learn how to customize your chatter profile in Salesforce. For...