In today’s video, we’re going to show you how to Use Salesforce Data Import Wizard. Sometimes, you need to insert or update many records for the same object in bulk, and manually doing so would take too much time....
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Salesforce 101
How to use Global Search in Salesforce
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...
How to Customize A Salesforce Homepage in Lightning App Builder
In today's video, we'll show you how to customize a Salesforce homepage using the Lightning App Builder in Setup. The Lightning App Builder is a front-end interface that allows you to easily drag-and-drop modules to...
How to Create Chatter Groups in Salesforce
In today’s video, we’re going to show you how to create Chatter groups in Salesforce. You can either have public Chatter groups, which anyone can join, or private groups. To create Chatter groups, follow these steps: ...
How to Make Custom Picklist Values in Salesforce
In today’s video, we’ll show you how to make custom picklist values global in Salesforce. As your org changes, you may find that a custom picklist actually needs to be a global one. Luckily, this is a simple change. To...
How to Create Debug Logs in Salesforce
In today’s video, we’ll show you how to create debug logs in Salesforce. When solving problems users may come across in their orgs, it’s often helpful to get a detailed look of what’s actually going on behind the...
How to Subscribe to Salesforce Reports
In today's video, we'll show you how to subscribe to reports in Salesforce. If you find yourself frequently checking reports in anticipation of a specific change or data result, you should know that you can automate...
How to display details from a related record using a lightning page component in Salesforce
In this video, we will learn how to display a lightning page, related record component in Salesforce. We'll show you how to display details from a related record using a lightning page component. For this example,...
How to Use Inline Editing in Salesforce
In today's video, we'll show you how to take advantage of inline editing in Salesforce. Let's say you have a list view open and need to edit a field value on multiple records. It can be time-consuming to individually...