How to Create Queues in Salesforce

How to Create Queues in Salesforce

In today's video, we'll show you how to set up queues in Salesforce. Queues are typically used on the Lead and Case objects, and assign records automatically to users and teams that share the same workloads. By having...

Salesforce is the #1 CRM: 5 Reasons Why

Salesforce is the #1 CRM: 5 Reasons Why

Last year Salesforce announced it was ranked the #1 CRM provider by International Data Corporation (IDC) in its latest Worldwide Semiannual Software Tracker, for the eighth consecutive year. The study shows that...

How to Create Validation Rules in Salesforce

How to Create Validation Rules in Salesforce

In today's video, we're going to show you how to create validation rules in Salesforce. Validation rules are an effective way of keeping your Salesforce data clean. With validation rules, the criteria written will...

How to Use Salesforce Schema Builder

How to Use Salesforce Schema Builder

In today's video, we'll show you how to use Salesforce Schema Builder. Schema Builder is an all-in-one Salesforce tool that allows you to view object and object relationships at-a-glance. It also allows you to create...

Salesforce MFA – What is it and why is it required?

Salesforce MFA – What is it and why is it required?

As you might already know, on February 1st, 2022, the Salesforce MFA requirement went into effect. At this point in the timeline, Salesforce users are contractually required to start using MFA, or multi-factor...

How to Restrict Login Hours in Salesforce

How to Restrict Login Hours in Salesforce

In today's video, we'll show you how to restrict login hours in Salesforce. For security reasons, you might not want certain user profiles accessing yourSalesforce org outside of normal business hours. Or, you might...