Category: Step-by-Step Guides

Blog Posts

Step-By-Step Guide to Lighting Object Creator in Salesforce

Learn how to use Lightning Object Creator to turn spreadsheets into Objects, fields & records within minutes, making the app building process faster.
Blog Posts

How to #Hashtag Records in Salesforce

Do you know that you can #hashtag records in Salesforce using a feature called 'Topics'? Learn how to enable, configure, use and search topics in ...
Blog Posts

How To Configure a Custom Domain for Your Community

Step by step guide on how to set up a custom domain so that your community URLs reflect your company brand
Blog Posts

Step By Step Guide To Delegated Administration in Salesforce

Learn how to use Delegated Administration in Salesforce to grant a group of users the privileges to create/manage users without giving them sysadmin rights.
Blog Posts

How to Configure Synonym Groups in Salesforce

Synonym Groups is another productivity feature in Salesforce that allows  you to define synonyms for specific keywords so that your users can search inside Salesforce ...
Blog Posts

How to Link Account, Contact & Lead in Salesforce to Twitter

Salesforce has a useful feature where you can link an account, contact and lead to their Twitter profiles, allowing you to quickly check their profiles ...
Blog Posts

How to Configure & Use Email To Salesforce

Learn how to use email to Salesforce to store a copy of the email sent to your customers or leads in Salesforce as an activity ...
Blog Posts

How To Set Up & Use Quick Text in Salesforce

Quick Text is a great productivity feature from Salesforce. It can save users' time from typing repetitive text, such as greetings, answers to FAQs etc
AI / Einstein

Step By Step Guide On Getting Started with Einstein Bots In Salesforce

A step by step guide on how to set up & configure your own Einstein Bots from scratch in Salesforce. In about next 30-45 minutes ...
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