Queues help your teams manage leads, cases, service contracts, and custom objects. Records can be placed in a queue manually or through an automatic case or lead assignment rule, and the records will remain there until...
Search Results
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...
Creating your first record-triggered flow with no experience
Creating Salesforce Flows Hello and welcome. The objective of this article is to provide those new to Salesforce Flows with instruction on how to build a record-triggered flow that automatically updates a record (the...
How to Mass Delete Records in Salesforce
In this video, we're going to look at the Mass Delete Records option in the Salesforce Setup menu. With this feature, you can mass deleteaccounts, leads, activities, contacts, cases, solutions, products, and reports,...
Ch- Ch- Ch- Changes: It’s All About Communication, Baby!
How to manage your Salesforce rollout communication plan. It’s Go Time. Requirements? Gathered. User Stories? Groomed. Sprints? Sprinted. UAT? U-A-Tested. You’re counting down to deployment, and tomorrow morning, your...
How to View the Salesforce Setup Audit Trail
In this video, we'll talk about the Salesforce Setup Audit Trail feature and how to start using it. The Setup Audit Trail tracks setup changes made between admins. This is an ideal troubleshooting tool if you're seeing...
Creating a CSAT Survey with GetFeedback and Pardot
With the existing functionality in Pardot, it is quite difficult to capture survey information. Years ago, I remember building out an email template for a customer satisfaction survey, rating our service from 1 - 10....
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 Integrate One Salesforce Org into Another
Hey folks! In this blog post, I will cover how we can integrate two salesforce orgs. Nowadays we have many requirements where we integrate 3rd party Apps with the Salesforce Platform. Being a Salesforce developer I...