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Step-by-Step Guide to Record Summary Prompt Template
Learn how to use Record Summary Prompt Template in Salesforce. Use generative AI to create key information about a record in an easy-to-read format.
Step-by-Step Guide to Sales Email Prompt Template
Discover how to quickly craft personalized, effective sales emails in Salesforce using AI-powered Sales Email Prompt Templates. Follow our step-by-step guide to get started
Step-by-Step Guide to Flex Prompt Template
A Step-by-Step guide to configuring & using Flex Prompt Template in Prompt Builder and Agent Custom Action in Salesforce in just under 15-20 minutes.
Step-by-Step Guide to Field Generation Prompt Template
A Step by Step Guide on How to Use Field Generation Prompt Template to generate values for a field using Prompt Builder in Salesforce
Step-by-Step Guide To Einstein Copilot Agent Standard Actions
Discover Einstein Copilot Standard Actions: Automate tasks and access insights for smarter decision-making.
50 Hottest Features of Salesforce Summer ’24 Release
Explore the 50 hottest features of Salesforce Summer '24 Release in a flash! Master the latest updates in just under 50 minutes.
How to Setup External Client Apps with OAuth Client Credentials Flow
Here is a Step by Step Guide on How to Setup & Test External Client Apps with OAuth Client Credentials Flow in Salesforce
Salesforce Flows – 41 Features Introduced Summer ’24 Release
In Salesforce Summer '24 Release, there were 41 features related to Salesforce Flows. Here is a quick overview of these with screenshots.
How To Send Outbound Message From Flow in Salesforce
A step-by-step guide on how to send outbound message from Flow in Salesforce. Won't take more than 10-15 minutes to configure & test.
Step by Step Guide to Setting Up Email-To-Case in Salesforce
A step-by-step guide on how to setup email-to-case in Salesforce to turn emails into cases and inject it in your support queue to track and ...
A Comprehensive Guide to Custom Formula Fields in Salesforce
Boost productivity and functionality in Salesforce with custom formula fields. Automate calculations and customize business logic without extensive coding.
Visual Guide to Different Component Types in Screen Flow
A visual guide to 29 different component types in Salesforce Screen Flow. See how they look, where they can be used and the related help ...
