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Salesforce Genie: Everything You Need to Know
At Dreamforce ‘22, Salesforce introduced its latest product, Salesforce Genie - described as Salesforce as a “real-time platform for customer magic.” But what exactly does this product do, and how can it help your business? Let’s look at what this new product by...
Salesforce Field Services: Doing More With Less
In a time of consistent uncertainty and economic and global disruptions, it’s no wonder some companies are feeling a strain and are considering layoffs, cutting budgets, and ultimately seeing sales slow down. As a result, budgets that would have normally allowed for...
How to Add Users in Salesforce
In today’s video, we’re going to show you how to add users in Salesforce. This is a core part of the admin role, but also a simple process. To add users in Salesforce, follow these steps: 1. Navigate to Setup. 2. In the Quick Find Box, type and select Users....
Salesforce 101
Quick Tutorials to Help You Get Started with Salesforce
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, we’ll use the case object. Let's say we want to...
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 go into each record and update a value. But using...
How to Add Filters to Dashboards in Salesforce
In today's video, we'll show you how to add filters to dashboards in Salesforce. Depending on the use case, you may need to add filters to better understand metrics on your dashboard. Filters can be added when creating or editing your dashboard so dashboard users can...
SALESFORCE 201
Expand Your Knowledge on The Salesforce Platform, with More In-depth Topics
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