Step by Step How To Guides on Salesforce

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Integration

Step By Step Guide to Integrating Slack with Salesforce

January 26, 2021

Here is a Step By Step Guide with Screenshots on Integrating Slack with Salesforce. Receive Salesforce notifications in Slack and respond

AppExchange

Step By Step Guide On Getting Started with Conga Composer in Salesforce

January 19, 2021

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

Email Flows

How to Send Rich Text Emails From Flows in Salesforce

January 5, 2021

Introduced in Salesforce Spring ‘21 release, you can now also send rich text emails from Flows in Salesforce in addition to text emails.

Integration

Step By Step Guide To Sending SMS Declaratively from Salesforce using Twilio

December 23, 2020

Using Twilio for Salesforce managed package, you can send and receive SMS declaratively messages from and in Salesforce.

Security

Step-By-Step Guide To External Account Hierarchy in Salesforce

December 20, 2020

Use External Account Hierarchy in Salesforce to create a hierarchy of external accounts & share data among them without need of sharing rules

Certifications

A Comprehensive Study Guide On Salesforce Certified Sales Cloud Consultant Exam

December 15, 2020

A Comprehensive Study Guide For Salesforce Certified Sales Cloud Consultant Exam with links to Trailhead modules, help articles, implementation guides, videos, white-papers, PDFs and everything ...

CMS Experience Cloud

Step By Step Guide To Getting Started with Salesforce CMS

December 8, 2020

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 ...

Integration

A 60 Minutes Step-By-Step DIY Guide to Salesforce REST API for Non-Developers

November 24, 2020

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 ...

Experience Cloud

Salesforce Communities – A Step By Step Guide To Getting Started From Scratch

November 20, 2020

Here is how you can create and configure Salesforce Communities in less than 60 minutes. Incorporate knowledge articles, case management & chatter in your community ...

Mobile

How to Configure a Custom Launchpad in Salesforce

November 17, 2020

Launchpad in Salesforce lets users quickly access their frequently used tabs & pages with a tap from the Salesforce desktop or a mobile app.

Platform

Order of Execution (Rules, Triggers etc.) in Salesforce & Debug Log

November 3, 2020

In what order or sequence are the different rules executed in Salesforce? Validation rules, workflow rules, assignment rules, escalation rules, auto-response rules, triggers etc.

Platform

How to Configure State and Country Picklists in Salesforce

October 27, 2020

Learn how to enable State and Country Picklists in Salesforce to offer faster and easier data entry and ensure data cleanliness and quality.