Step by Step How To Guides on Salesforce

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Security

How to Enable Password Less Login to Salesforce with Lightning Login

October 6, 2020

Do you know that you can enable password less login to Salesforce using Lightning Login? Allow users to login with just a mouse click & ...

Platform

A Quick Guide to Getting Started with Dynamic Actions in Salesforce

September 29, 2020

Dynamic Actions & Dynamic Forms are redefining the UI for record pages in Salesforce. Get started with dynamic actions in just under 10 mts.

Platform

Step By Step Guide to In-App Guidance in Salesforce

September 22, 2020

Learn how to configure and use In-App Guidance in Salesforce step-by-step. In-App Guidance in Salesforce is a new feature that allows administrators to create and ...

Step By Step Guide To Using Email Templates in Salesforce

September 15, 2020

Learn how to use Email Templates in Salesforce. The Lighting Email Template with the new Email Template Builder and Classic Email Template.

Globalization

Step By Step Guide to Multiple Currencies in Salesforce

September 1, 2020

Here is a step by step guide to managing Multiple Currencies in Salesforce. Understand the nuances of configuring & using multiple currencies.

Security

How To Manually Share Records In Lightning Experience

August 18, 2020

Learn how to manually share records in the Lightning Experience. Unlike Salesforce Classic, Salesforce Lightning Experience currently does not have a way to manually share ...

Data Globalization

How to Upload Data in Different Languages in Salesforce

August 11, 2020

To upload data in different languages in Salesforce, you need to follow some specific steps. Here is how with step by step guide

Data Mobile Sales Cloud

How to Import Contacts in Salesforce From Mobile Device & Google Contacts

August 4, 2020

Learn how you can enable your users to easily create a contact in Salesforce by importing the contact from your mobile device & how to ...

Platform

How to Enable Map & Calculate Distance Between Two Locations

July 28, 2020

If you wish to calculate the distance between two locations in Salesforce then you can do that declaratively using the DISTANCE() function.

AppExchange

Step By Step Guide On Using FormAssembly with Salesforce To Create Web Forms

July 21, 2020

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 ...

DevOps

How to Query/Report on Metadata in Your Salesforce Org

July 7, 2020

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 ...

Platform

Step-By-Step Guide On ‘Actions’ in Lightning Experience

June 30, 2020

Learn all you need to learn about actions in Lightning Experience. What are the various types of actions, where do they appear & how to ...