Step by Step How To Guides on Salesforce

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Welcome to our comprehensive collection of step-by-step guides on Salesforce! Whether you’re a seasoned professional or just starting your Salesforce journey, this treasure trove of resources is your shortcut to success. Crafted with meticulous attention to detail, each guide is illustrated with screenshots and callouts, reflecting our dedication and passion for empowering your Salesforce journey with love and precision!

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AI / Einstein

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

May 21, 2019

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 ...

Data Platform

How To Manage Duplicate Records in Salesforce

April 26, 2019

How To Manage Duplicate Records in Salesforce? Salesforce has an out of the box feature (called “Duplicate Management”) to identify, alert and handle duplicate records

Integration

How to Integrate Salesforce with Twitter, Facebook, Blog & 100s of Other Apps

February 27, 2019

Integrate Salesforce with Twitter, Facebook, Blog and literally hundreds of other applications following this step by step guide and in less than 15 minutes per ...

Platform Productivity

Step By Step Guide on Getting Started with Salesforce Console

November 21, 2018

How to get started with Salesforce Console. How to configure it, customize it and use it. Here is a step by step visual guide to ...

Developer Tools

How To Get Started with Visual Studio Code for Salesforce

November 5, 2018

A step-by-step visual guide with screenshots to get you started with Visual Studio Code for Salesforce in less than 30 minutes. Download, Install, configure & ...

Dreamforce

#DF18 Dreamforce 2018 – Quick Recap of Product Features from Keynotes

October 13, 2018

Want to have a rundown on the latest and greatest features introduced in Dreamforce 2018? Here is a consolidated deck on the different features & functionalities ...

Platform

Visualize Your Data in a Calendar

May 22, 2018

Here is a step-by-step guide on how to create a custom calendar on an object in Salesforce and visualize your data in a calendar.

Integration Service Cloud

How to use Salesforce to Provide Customer Service on Facebook & Twitter

September 28, 2017

A step by step guide on how to use Salesforce to provide customer service on Facebook & Twitter. Social Customer Service. Simple, Easy & Useful.

Integration

Step by Step Guide on Sending & Receiving SMS From / In Salesforce

September 16, 2017

An interesting step-by-step do-it-yourself (DIY) visual guide on how to send SMS from Salesforce and how to receive SMS in Salesforce. Since Salesforce does not ...

Integration

Step by Step Guide to Configuring & Using Heroku Connect

August 29, 2017

This is a step by step guide on how to synchronize the data between Salesforce & Heroku Postgres database using Heroku Connect. Heroku Connect makes ...

Productivity

“Tell” Your Computer to Connect to Salesforce

March 6, 2016

This is a cool step by step guide on how to “Tell” Your Computer to Connect to Salesforce. Login to Salesforce automatically using voice command.

Platform

Met the New Salesforce … and Fell In Love All Over Again !

August 26, 2015

The New Salesforce. The New UI. It's cool, sleek, beautiful, elegant, sexy. Enterprise software need not look boring and monotonous. It can be glamorous.