Salesforce Lightning Admin Help! How to Customize Salesforce Activity Panel
Are you a Salesforce Admin needing to customize your Activity Panel in Salesforce Lightning?
Salesforce Lightning Admin Help!: Compact Layouts in Salesforce Lightning
What are Compact Layouts in Salesforce? Christian Vincent explains what Compact Layouts are and how they can be customized in this quick Salesforce Admin Helper Video.
Salesforce Product Schedules Explained: Basics and Benefits
Salesforce Product Schedules is a feature to spread a product’s total revenue or quantity across multiple installments over time, enabling accurate revenue forecasting and cash flow management. You enable scheduling in Salesforce Setup, define the schedule type (quantity or revenue) on the Product record, and then associate products with specific schedules on Opportunity Products. This allows you to …
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Salesforce Sales Cloud Quickstart by Cypress Learning
In this video, Salesforce Certified Consultant, Brandon Walton, will show you how our Salesforce Quickstart can get you comfortable on the platform and crushing your quotas.
Salesforce Admin Tips: Setting up Salesforce Sales Paths
In This video, Brandon Walton provides a demonstration of Salesforce Paths, a feature of Salesforce Lightning. Want to learn more?
How to Login to Pardot: Salesforce SSO
In this video, The Cypress Learning Team will walk-through how to login to Pardot after the February 15, 2021 Update.
Salesforce Help: How to Import Data into Salesforce
In this Video, Cedric Ray Jr. Covers how to import data into Salesforce using the Salesforce Data Import Wizard.
Salesforce Einstein Activity Capture: Activities Dashboard
In this Video, Farukh Tareen reviews Salesforce Einstein Activity Capture benefits for Sales Managers.
Salesforce Admin Fundamentals: Einstein Activity Capture Basics – Features & Benefits
In this video, Farukh Tareen reviews syncing activities between Gmail and Salesforce using Einstein Activity Capture.
Setting up Salesforce Einstein Activity Capture with Jermaine Brewer
Follow Jermaine Brewer, Certified Salesforce Admin & Pardot Consultant, implementing Salesforce Einstein Activity Capture for Gmail.