Salesforce How-Tos and Best Practices
How to perform workflows in Salesforce and its integrations
By Engineering1 author66 articles
- Salesforce Sandbox Login
- Managing Salesforce List Views
- Profiles, Roles, and Permissions
- Adding Products to Opportunities
- Reset Your Salesforce Password
- How to Organize your Flows in Salesforce and in Swantide
- Creating Custom Fields Outside of Swantide App
- Importing Salesforce Data with New and Existing Records
- Last Activity Date with Einstein Activity Capture Limitations
- Updating you Validation Rules with Swantide
- Updating your Flows
- Create a Report to Export Your Current Open Opportunities
- Data Migrations to Salesforce
- Setting Up Email to Case
- Einstein Activity Capture - Emails are not shared with you Setting
- Exporting and Backing up your Salesforce Data
- Collaborative Forecasting
- Salesforce Data Model
- Associating Contacts with Opportunities
- Set-Up & Troubleshoot Einstein Activity Capture
- Granting Salesforce Support Access
- Salesforce Editions: Professional vs Enterprise
- Add Swantide User Account in Salesforce
- How to Add an Account Team Member in Salesforce
- Changing another users Salesforce Password
- How to Create & Edit Reports in Salesforce
- Defining your Sales Stages
- Opportunity Considerations
- Handling Lead Sources in Salesforce
- Tracking Activity on Emails Outside of Salesforce
- How to Log a Ticket with SFDC Support
- Creating a Web-Lead Form in Salesforce
- Extracting Record IDs
- Restrict Reps to Only See Accounts and Opportunities they Own
- Managing Record Types
- How to Update Fields on Page Layouts
- How to Use Lightning Pages
- Differences Between Page Layouts and Lightning Pages
- Updating your Salesforce Opportunity Stages (For New Admins)
- How to Create a Change Set to Promote Sandbox items to Production
- Updating the Created Date or Created By Field on New Record
- Assigning Records to Inactive Users
- Deleting a Picklist Field vs Replacing a Picklist Field
- Tracking the Earliest Date of on when a Field was being Tracked in Field History Tracking
- Salesforce Reporting Snapshots
- Salesforce Historical Trend Reporting
- Creating A Custom Address Field
- How to Add a Button to a Page Layout
- Debugging API Limits
- Setup Einstein Activity Capture
- How to Associate Multiple Accounts with One Contact
- Add Your Company Logo to Your Salesforce
- Salesforce Person Accounts
- Enable Multi-Factor Authentication (MFA) In Salesforce
- Enable State and Country/Territory Picklists
- Formula Blank Field Handling
- Understanding Picklists, Standard Value Sets, and Global Value Sets in Salesforce
- Enabling Organization-Wide Email Addresses In Salesforce
- Managing Multiple Currencies In Salesforce
- Outbound Messages in Salesforce
- Salesforce: Mass Delete Records From Setup
- Best Practices for Deactivating a User in Salesforce
- Custom Task & Event Fields
- Editing Your Home Page In Salesforce
- Adding A Component To A Lightning Page
- Importing Opportunity Product Data