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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 Account) once a related record (the Opportunity)...
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, and up to 250 items can be deleted at one time....
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 end users are going to be so psyched to log in to...
Salesforce 101
Quick Tutorials to Help You Get Started with Salesforce
Salesforce Explained: Global Search
In this video, we show you an overview of Salesforce's Global Search feature. Global Search is a quick and accessible way to search records from all objects within your Salesforce instance (with the exception of some custom objects, as defined by your administrator)....
How Salesforce Contractors, Freelancers, and Consultants can Use Asana
In this video, we'll show you how Salesforce Contractors, Freelancers, and Consultants can use Asana in conjunction with their Salesforce org. Using Global Actions and a Lightning Web Component, you can link Asana forms straight from Salesforce. Streamlining this...
Pardot Users Can use Einstein for Send Time Optimization
Americans who work on a computer spend on average over 9 hours sitting in front of the computer working, checking emails, and navigating in and out of various applications they need to complete their jobs. With the shift to more and more employees working from home...
SALESFORCE 201
Expand Your Knowledge on The Salesforce Platform, with More In-depth Topics
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