Category: Step-by-Step Guides
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 ...
How to Generate and Use QR Code in Salesforce
Learn how to generate & use QR codes in Salesforce. Use QR codes to streamline communication and provide quick access to information.
How To Generate & Load Realistic Fake Data in Salesforce Sandbox
Generate & populate your empty Salesforce sandbox with realistic fake data using AI. Learn how with this detailed step-by-step guide!
Step by Step Guide to No Authentication External Credential in Salesforce
Here is a Step-by-Step Guide on No Authentication External Credential in Salesforce to make API call to an external system & display the response in ...
Step by Step Guide to OAuth External Credential with Client Credentials with Client Secret Flow
Here is a Step-by-Step Guide to OAuth External Credential with Client Credential & Client Secret Flow to integrate two Salesforce Orgs.
Step By Step Guide On Getting Started With Macros in Salesforce
Learn how to configure and use Macro in Salesforce in this step-by-step guide with screenshots. Make your users fall in love with Salesforce and with ...
How To Create & Send Custom Desktop/Mobile Notification in Salesforce
Learn how to configure Salesforce Custom Notifications to send alerts on desktop and/or mobile & keep your users in the know when important events occur
How to Lock Records in Salesforce?
Here is how to lock records in Salesforce once they have reached the end of their lifecycle. For example, lock Opportunity once closed.
