Category: Step-by-Step Guides
Step-by-Step Guide to Sales Email Prompt Template
Discover how to quickly craft personalized, effective sales emails in Salesforce using AI-powered Sales Email Prompt Templates. Follow our step-by-step guide to get started
Step-by-Step Guide to Flex Prompt Template
A Step-by-Step guide to configuring & using Flex Prompt Template in Prompt Builder and Agent Custom Action in Salesforce in just under 15-20 minutes.
Step-by-Step Guide to Field Generation Prompt Template
A Step by Step Guide on How to Use Field Generation Prompt Template to generate values for a field using Prompt Builder in Salesforce
Step-by-Step Guide To Einstein Copilot Agent Standard Actions
Discover Einstein Copilot Standard Actions: Automate tasks and access insights for smarter decision-making.
How to Setup External Client Apps with OAuth Client Credentials Flow
Here is a Step by Step Guide on How to Setup & Test External Client Apps with OAuth Client Credentials Flow in Salesforce
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!