How to Use Sales Dialer Telephony Features in Salesforce

Sales Dialer Use Sales Dialer to access telephony features without ever leaving Salesforce. Make and receive calls, add call notes, and log call information with ease. It just takes a…


How to create Domain keys Identified Mail(DKIM KEYS)

DomainKeys Identified Mail DomainKeys Identified Mail, or DKIM, is a technical standard that helps protect email senders and recipients from spam, spoofing, and phishing.  It is a form of email authentication that allows…


How to Create a Opportunity Pipeline in Salesforce

What is a Pipeline? The Pipeline in Salesforce is a visual representation of the stages in your sales process. It should help your sales team quickly see how many opportunities…


How to Create and Use Lightning Email Template Builder in Salesforce

This is a new tool that is introduced with the Winter ’21 release. Use it to Create an Email Template Builder faster and more easily with visual tools. Users can…


How to Deactivate and Freeze a User in Salesforce

Deactivate a User in Salesforce, the Admin can manage all the Salesforce users and the access they have to your Salesforce org.  This includes the process of deactivating a user…


How to Display Toast Notifications in Salesforce Lightning Web Component

Lightning Web component(LWC) can send a toast notification that pops up to alert users of success, error, or warning. A toast provides simple feedback about an operation in a small…


How to Setup Entitlement and Milestone in Salesforce

                  Entitlements and Milestones help the team keep track of which cases need immediate attention by defining appropriate service levels and outlining…


How to Use Send List Email Button in Salesforce Lightning

                  A list email allows to email an individual email to each recipient in a list instead of one email to the…


How to Add and Remove Permission Set License Assignments Faster in Salesforce

            Assign multiple users to a permission set license together or by removing multiple users all at once. On each permission set license detail page,…


How to Tune Dashboards with Dynamic Gauge Charts in Salesforce

         Dynamic Gauge Charts are awesome to track your performance and business goals, but your business is always changing. With dynamic gauge charts, no longer tied to…


How to Implement Salesforce Path in Lightning

 Salesforce Path Salesforce Path is a visualization tool, used on objects, to help guide users along a Path to a final destination. Path is only available in Salesforce Lightning. It provides…


How to change the Response time of Engagement in Salesforce Pardot

Pardot is a software as a service platform by Salesforce. It gives a central location to manage our projects and report on their success and offering email automation targeted email campaigns,…