Category: Downloadable Resources

Blog Posts

Data Classification Settings in Salesforce – A Step By Step Guide

Learn how to use data classification settings in salesforce, enable default data sensitivity level & updating compliance categorization at the field level.
Blog Posts

How to Track Bounced Emails in Salesforce

When you enable Email Bounce Management in Salesforce, users know which Lead, Contact & Person Accounts have an invalid email id & which email wasn't ...
Blog Posts

Step By Step Guide To Setting Up Email Relay in Salesforce with G Suite

A step by step guide on how to set up email relay in Salesforce with G Suite. With Email Relay, you can route mails through ...
Blog Posts

Salesforce Customer Contact Requests – A Step by Step Guide

With Salesforce Customer Contact Requests, you can let your customers submit a request to call them back. They can just fill out a form online ...
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Step By Step Guide to Setting Up Web-to-Lead & Web-to-Case in Salesforce with reCAPTCHA

Step by step guide to setup Web-to-Lead & Web-to-Case with reCAPTCHA. Convert your website inquiries and complaints into Salesforce Leads and Cases automatically
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Step By Step Guide to Importing Articles in Salesforce Knowledge

Learn how to import articles & its translations in Salesforce Knowledge in less than 30 minutes with this step by step guide using import articles ...
Blog Posts

Step By Step Guide To Getting Started with Salesforce REST API using Java In VS Code

A step-by-step guide with screenshots on how to call Salesforce REST API using Java in VS Code. Query, Insert, Update & Delete records in Salesforce ...
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Salesforce Essentials Resources Guide

A Comprehensive & Curated List of Resources to Get Up & Running with Salesforce Essentials. This includes Trailhead Modules, Help Articles, Videos, Webinars
Blog Posts

How to Integrate Document Management System with Salesforce using Salesforce Files Connect

Step by Step Guide to using Salesforce Files Connect to access, share and search documents from Google Drive, SharePoint, Quip, or Box within Salesforce
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