Categories: SalesForce Tutorials

Learn How to Merge Accounts in Salesforce In Just a Few Steps

Posted by Amanda McDonald on Posted in SalesForce Tutorials
In this tutorial, we will look at how to merge accounts in Salesforce. This is an important thing to have the ability to do in any record keeping, book keeping or databasing software. Often, multiple duplicate accounts can begin to be an issue in any set of records or data, as a result of use.…

How to Create Email Template in Salesforce

Posted by Amanda McDonald on Posted in SalesForce Tutorials
In this tutorial, we will discuss how to create an email template in Salesforce. Simply put, Salesforce is a cloud-based customer relationship management (CRM) application. It helps to make tracking, conversations and other business oriented account information much easier to manage. Salesforce offers different ways to streamline communication from business organizations to their clients and…

How to Add Fields in Salesforce

Posted by Amanda McDonald on Posted in SalesForce Tutorials
How to add fields in Salesforce is a very simple process, as the software was designed for extensive levels of customization out of the box. Anyone with even minimal experience with forms-enabled database systems such as Access will feel immediately at home with the processes involved in customizing Salesforce, but this experience is far from…