Video Category: Salesforce in a Tick

Sending Email Alerts With Flow

Learn how to configure Email Alert Actions to generate emails via Flow and send them to designated recipients, which can include all these different types.

Setting Up Web to Lead

Web-to-lead is a way for organizations to acquire new leads directly into Salesforce using a website form that captures visitor information. In this video, we will be showing you a web-to-lead, how it works, its benefits, and the basics on how to get it set up.

How to Create Global Picklists

Global value sets are virtually no different from regular picklist fields, to the user they provide the same experience, but on the backend, the values and management of the picklist are handled differently. In this video, we will be talking about Global Picklists and how to create them.

How to Create Email Templates

Improves your communications by using email templates in Salesforce. We will be showing you how to do it and thus increase productivity and ensure consistent messaging.

How to Set Up Custom Fiscal Year

In this video you will learn the two options available in Salesforce to define a fiscal year. In addition, we will show you how to set up a custom fiscal year according to your business financial structure.

Learn How to Create a Path

As a Salesforce admin you always want to boost productivity and help your sales reps gather complete data during the sales process. To help your agents, you can create different paths to guide them through the steps of a business process. Here we will show you how you can do it.

How to Merge Records in Salesforce

Merging records is the general solution for managing duplicated information in your organization as it helps keep the data in your Salesforce instance clean and free of duplicates.

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