Category: Downloadable Resources

Blog Posts

A Comprehensive Study Guide On Salesforce Certified Service Cloud Consultant Exam

A Comprehensive Study Guide For Salesforce Certified Service Cloud Consultant Exam with links to Trailhead modules, help articles, implementation guides, videos, white-papers, PDFs and everything ...
AppExchange

How to Configure E-Signature in Salesforce with DocuSign

If you want to accelerate the document signing process such as proposals, contracts, agreements, etc. in Salesforce, then using DocuSign is the way to go.
Blog Posts

Step By Step Guide To Creating Record-Triggered Flow in Salesforce

Record-Triggered Flow in Salesforce is one of the type of Flows that can be used to automate business processes. Learn step-by-step how to create record ...
AppExchange

How To View Child Records in a Timeline For a Parent Record

At times, in Salesforce, you may want to see the child records for a parent record in a timeline or chronological order to understand the ...
AppExchange

Step By Step Guide To Installing App or Lightning Component from AppExchange

AppExchange is an online marketplace of 3rd Party applications that you can use with Salesforce. Learn how to install apps from AppExchange
Blog Posts

Step By Step Guide To Creating Screen Flow in Salesforce

Learn how to create screen flow in Salesforce with this step-by-step guide. Create a single form and save data in multiple objects.
Blog Posts

Step By Step Guide to Integrating Slack with Salesforce

Here is a Step By Step Guide with Screenshots on Integrating Slack with Salesforce. Receive Salesforce notifications in Slack and respond
AppExchange

Step By Step Guide On Getting Started with Conga Composer in Salesforce

Here is a step by step guide on how to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts etc. using Conga from AppExchange
Blog Posts

How to Send Rich Text Emails From Flows in Salesforce

Introduced in Salesforce Spring ‘21 release, you can now also send rich text emails from Flows in Salesforce in addition to text emails.
Scroll to Top