How to Create Custom Metadata Types in Salesforce

How to Create Custom Metadata Types in Salesforce

In today’s video, we’ll show you how to create custom metadata types in Salesforce. Metadata is data that describes other data, such as when a file was created. We can use this functionality to our advantage to extend...

How to Identify Salesforce Power Users

How to Identify Salesforce Power Users

Power users are those who use a product the most. They can assist in training, troubleshooting issues and increasing user adoption. But how can you identify Salesforce power users? IntroductionPower users can be...

How to Post Polls in Chatter

How to Post Polls in Chatter

In today’s video, we’re going to show you how to post polls in Chatter. Using polls in Salesforce Chatter is a great way to collect information from teammates and get their input. As opposed to posting a question, you...

Using Favorites in Salesforce

Using Favorites in Salesforce

In this video, we show you how to use favorites in Salesforce. An often overlooked feature that can easily help you keep track of records that are high-touch and important. Like bookmarks in your browser, it allows you...

How to Setup Quick Actions in Salesforce

How to Setup Quick Actions in Salesforce

In today’s video, we’re going to show you how to setup Quick Actions in Salesforce. Quick Actions are things you’d like easy access to from the Salesforce mobile app. These actions can be customized from the Publisher...

When You Should Use Bulk APIs in Salesforce

When You Should Use Bulk APIs in Salesforce

Salesforce provides a number of APIs, or Application Programming Interfaces, to integrate and work with data, each with their own use case. Today we’re going to look at Bulk API - a programmatic solution for working...

How to Create Custom Buttons and Links in Salesforce

How to Create Custom Buttons and Links in Salesforce

In today’s video, we’re going to show you how to create custom buttons and links in Salesforce. This customization is a great way to align your org with its business needs by making links, reports, data, and more...