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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 errors from a recent change, and is especially...
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. We used 10 images, each had a number from 1 - 10,...
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 have also completed many integration projects. (For...
Salesforce 101
Quick Tutorials to Help You Get Started with Salesforce
Use Global Actions to Launch an Asana Form
In this video, we show you how to use Global Actions in Salesforce to launch an Asana Form. This will require the use of both Global Actions and Lightning Web Components and is a great use case for those who either don't have access to the Salesforce API or for those...
Adding a Calendar to your personal view in Salesforce
In this video, we'll show you how to add a calendar to your personal view in Salesforce. It's a common circumstance to need to add other calendars to your current view. When adding a new calendar to your personal view, you can easily filter and find what you're...
How to Use KanBan List Views in Salesforce
In this video, we show you the KanBan List View in Salesforce and how to use and customize it. KanBan List Views separate your records into cards and columns, allowing you to easily drag and drop records across columns. We'll also show you how to customize your new...
SALESFORCE 201
Expand Your Knowledge on The Salesforce Platform, with More In-depth Topics
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