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Daniel Gonzalez
How to Create A Salesforce Object Calendar

How to Create A Salesforce Object Calendar

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....

Salesforce Opportunity Products Explained

Salesforce Opportunity Products Explained

In this video, we'll show you how to use Opportunity Products in Salesforce. In many cases, Salesforce users will create multiple amount fields under the Opportunity product, but this manual solution is not necessary....

Salesforce Explained: Global Search

Salesforce Explained: Global Search

In this video, we show you an overview of Salesforce's Global Search feature. Global Search is a quick and accessible way to search records from all objects within your Salesforce instance (with the exception of some...

Use Global Actions to Launch an Asana Form

Use Global Actions to Launch an Asana Form

In this video, we show you how to use Global Actions in Salesforce to launch an Asana Form. This will require the use of both Global Actions and Lightning Web Components and is a great use case for those who either...

Adding a Calendar to your personal view in Salesforce

Adding a Calendar to your personal view in Salesforce

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,...