Category: Step-by-Step Guides
Step By Step Guide To Creating Screen Flow in Salesforce
Learn how to create screen flow in Salesforce with this step-by-step guide. Create a single form and save data in multiple objects.
Step By Step Guide to Integrating Slack with Salesforce
Here is a Step By Step Guide with Screenshots on Integrating Slack with Salesforce. Receive Salesforce notifications in Slack and respond
Step By Step Guide On Getting Started with Conga Composer in Salesforce
Here is a step by step guide on how to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts etc. using Conga from AppExchange
How to Send Rich Text Emails From Flows in Salesforce
Introduced in Salesforce Spring ‘21 release, you can now also send rich text emails from Flows in Salesforce in addition to text emails.
Step By Step Guide To Sending SMS Declaratively from Salesforce using Twilio
Using Twilio for Salesforce managed package, you can send and receive SMS declaratively messages from and in Salesforce.
Step-By-Step Guide To External Account Hierarchy in Salesforce
Use External Account Hierarchy in Salesforce to create a hierarchy of external accounts & share data among them without need of sharing rules
Step By Step Guide To Getting Started with Salesforce CMS
A Step-by-Step guide on how to use Salesforce CMS (GA in Winter '20) to create & manage content from a single location & then use ...
A 60 Minutes Step-By-Step DIY Guide to Salesforce REST API for Non-Developers
Here is a 60 Minutes Step by Step Do-It-Yourself Guide to Salesforce REST API for Non-Developers. Salesforce REST API allows you to integrate external applications ...
Salesforce Communities – A Step By Step Guide To Getting Started From Scratch
Here is how you can create and configure Salesforce Communities in less than 60 minutes. Incorporate knowledge articles, case management & chatter in your community ...