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Salesforce Tutorial Videos

Browse though our catalogue of Salesforce tutorial videos to get help and guidance on all of the most common areas of Salesforce, from Lightning to Marketing Cloud.

Salesforce Summer '21 Release

Take a look at the latest release where we review our favourite new functionality in the Salesforce Summer '21 release.

Salesforce Spring '21 Release Updates - Tableau CRM

Welcome to our first ever analytics video. In this video we will be highlighting some Tableau CRM functionaility that will be part of the Salesforce Spring '21 release.

Salesforce Spring '21 Release Updates

In our latest video, we show you some of the new features and updates that have been released in the Salesforce Spring '21 Release.

Creating Product Filters in Salesforce myTrailhead

Salesforce myTrailhead have now released their next update in product filters. You can now create your own product filters that are relevant to your business.

Creating Data Extensions in Salesforce Marketing Cloud

In this video, we are going to show you something so simple, yet so powerful, you may not even know it existed.

Salesforce In-App Guidance - Winter '21 Release Update

In this video, we guide you through the updates to the In-App Guidance in the Salesforce Winter '21 Release.

Salesforce Workbench

In this video, we show you how to use Salesforce Workbench to set a user password. This can be useful when you have a user who is struggling ...

Salesforce Winter '21 Release

In this video, we focus on the latest updates that have been introduced in the Salesforce Winter 21 release.

Salesforce Surveys

In this short video, we will demonstrate how to enable surveys to use for employees. You can also enable surveys for customers or external participants using communities.

Salesforce Walkthroughs

Salesforce Walkthroughs is a new feature for Summer '20 which allows myTrailhead customers to create a series of upto 10 connected prompts to direct users around Salesforce.

Salesforce Summer '20 Release

It's time for another Salesforce release. In this video we talk about all of the new features that the Summer '20 release will give us.

Salesforce Mass Quick Actions

When using a mass quick action, you can select upto 100 records at a time from a list view and perform mass updates. This video shows you how.

Salesforce Keyboard Shortcuts

Did you know there are keyboard shortcuts you can use within Salesforce, just like you would in Windows? This video takes you through some of our favourite shortcuts.

Salesforce Dependent Picklists

In this video, we show you how to create a single picklist field, create a dependency and what the end user experience looks like.

Salesforce Translation Workbench

One of the most common questions new Salesforce admins ask us is how can they translate custom terms when their org is in multiple languges. Let us explain.

Salesforce Sandbox

What is a Salesforce Sandbox and how does it work? Let us explain.

Salesforce Spring '20 Release

In this video, we guide you through our favourite new features from the Salesforce Spring '20 Release.

Salesforce Lightning Object Creator

Lightning Object Creator is a tool that allows you to import spreadsheets from Excel, Google Sheets and Office 365 and turn them into objects, fields and records.

Salesforce Trailhead

Salesforce Trailhead is an online learning platform from Salesforce that allows you to enhance your Salesforce knowledge through trails, challenges and quizzes - all while having fun.

Salesforce Maps

Salesforce Maps is the new functionality from Salesforce that allows your Sales team to more effectively manage their accounts within their territories.

Salesforce Confetti

Surprise your staff and boost their morale by adding the Salesforce confetti cannon to your processes, whether that be closing a deal or converting a lead.

Salesforce Visualforce

Visualforce is a tool that allows you to easily create custom interfaces within Salesforce. It can allow you to view records as PDFs, embed videos on pages and more.

Salesforce Winter '20 release

Here, we focus on three key features from the Winter '20 release notes - Customising Account Teams, Completing Tasks from List Views and the Recycle Bin in Lightning Experience.

Salesforce Companies House Search

Have you ever spent time browsing the AppExchange looking for an app that will save you all that config time? Let us introduce the Companies House Search app.

Customising your Salesforce navigation bar

Rather than clicking through multiple screens to find the data you need in Salesforce, you can make life just a little bit easier by customising your navigation bar.

Salesforce In App Guidance

Take a look at one of the new features from the Summer '19 release - In App Guidance, and the process of set-up from a Salesforce Administrator's view.

Salesforce Summer '19 release

Here are some of the features that have been released with the Salesforce Summer ’19 Release. We look into the new Enhanced Related List features and more!

Salesforce Favourites

In this short video we explain what Salesforce favourites are, the benefits of using them and provide you with a step-by-step guide of how to use them.