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Demystifying AI for Business

Demystifying AI for Business

Introduction to AI for Business In today's digital age, Artificial Intelligence (AI) stands as a beacon of innovation, driving change across industries and reshaping the way businesses operate. This multipart series...

How to Install Apps from the Salesforce AppExchange

How to Install Apps from the Salesforce AppExchange

In today's video, we'll show you how to install apps from the Salesforce AppExchange. The AppExchange is full of solutions that allow you to easily add capabilities to your Salesforce org. Note that you'll need the...

Salesforce Validation Rules: Best Practices

Salesforce Validation Rules: Best Practices

Salesforce Validation Rules can be incredibly powerful. They can provide guidance for end users, ensure all of the necessary data is filled out, and they can verify that the data being entered is clean and useful. ...

Prospecting Based on Last Completed Activity

Prospecting Based on Last Completed Activity

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...

How to Login as Any User in Salesforce

How to Login as Any User in Salesforce

In today’s video, we’ll show you how to Login as any user in Salesforce. This is a tool that users with the Systems Administrator profile can use to diagnose and debug issues that they see in their orgs. To login as...

Exploring Salesforce Data Storage

Exploring Salesforce Data Storage

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage their sales, customer service, and marketing efforts. One of the key benefits of using Salesforce is its...

How to Set Up Price Books in Salesforce

How to Set Up Price Books in Salesforce

In today’s video, we’re going to show you how to Set Up Price Books in Salesforce. Price books are a collection of products, each with their own set of prices. Price books can help you easily set up different pricing...