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Salesforce Tutorial Videos

Our Salesforce videos

Introduction to Salesforce Path

Salesforce Path enables you to visualise a process and easily understand how to move to the next step. Set up which fields are critical at each stage of the process and provide guidance on how to get there to make your teams more effective.

 

Salesforce Kanban view and personalisation

In this short video we will show you the Kanban view in Salesforce Lightning and how it can be personalised.

 

Introduction to Salesforce List Views

In this short video we will explain the benefits of using list views in Salesforce, how to create them and some of the best new features.

 

Salesforce Favourites

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

 

Salesforce Summer 19 release

In this short video we introduce some of the new features that have been released with the Salesforce Summer ’19 Release. We look into the new Enhanced Related List features and filtering Related Lists. We also take a look at the new In-App Guidance, the new view options your administrator can configure for record pages and the Notification Builder. Finally, we also have a quick look at the Survey Builder which is now free.

Salesforce In App Guidance 

In this video, we take a look at one of the new features from the Salesforce Summer '19 release - In App Guidance. We explain what it is and the process of set-up from a Salesforce Administrator's view.

Customising your 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, so that all of the frequent data you regularly access is just one click away. Did you know that you can add up to 50 customised tabs?

Salesforce AppExhange - Companies House Search

If you have been a Salesforce admin or consultant for a while, you will probably have spent time browsing the AppExchange looking for an app that will save you all that config time. Let us tell you about Companies House Search - our new favourite Salesforce App. 

Salesforce Winter 20 release

In this video, we talk about the Salesforce Winter '20 Release, focusing on three key features from the release notes - Customising Account Teams, Completing Tasks from List Views and Recycle Bin in Lightning Experience.

Salesforce Visualforce

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

Salesforce Confetti

In this video, we show you how you can add a confetti cannon to existing paths or create them from scratch. Surprise your staff and boost their morale by adding the confetti cannon to your processes, whether that be closing a deal or converting a lead. 

Salesforce Maps 

Salesforce Maps is the new functionality from Salesforce that allows your Sales team to more effectively manage their accounts within their territories. In this video, we will show you why and how.

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