Category: Step-by-Step Guides
How to Import Contacts in Salesforce From Mobile Device & Google Contacts
Learn how you can enable your users to easily create a contact in Salesforce by importing the contact from your mobile device & how to ...
How to Enable Map & Calculate Distance Between Two Locations
If you wish to calculate the distance between two locations in Salesforce then you can do that declaratively using the DISTANCE() function.
Step By Step Guide On Using FormAssembly with Salesforce To Create Web Forms
Here is a step by step guide on how to use FormAssembly with Salesforce. Create rich web forms using form builder and save data directly ...
How to Query/Report on Metadata in Your Salesforce Org
As an admin or consultant Learn how to use SOQL, Developer Console & Tooling API to query/report on Metadata in your Salesforce Org in no ...
Step-By-Step Guide On ‘Actions’ in Lightning Experience
Learn all you need to learn about actions in Lightning Experience. What are the various types of actions, where do they appear & how to ...
How to Add an Image to an Email Signature in Salesforce
Add an image to your email signature in Salesforce to make it visually appealing. It's a facile two-step process to do that.
Step By Step Guide To Custom Report Type in Salesforce
Learn how to create Custom Report Type in Salesforce and define the report layout with granular control on sections, fields & default selection.
How to Send Mass Emails from Salesforce
Learn how to send mass emails to your leads/contacts from Salesforce in this step-by-step guide. Also, create a report to check the status of these ...
A Quick Guide to Getting Started with Dynamic Forms in Salesforce
Introduced in Summer '20 release, learn how to create dynamic forms in Salesforce. You can now control which fields will be displayed on what condition
