Level: AdvancedSalesforce
Salesforce Field Service Basics: Work Orders to Mobile App
Salesforce Field Service helps companies manage work that happens outside the office, such as repairs, installations and site visits. It decides who should go,…
Swapnil SFDC - Blog
Level: AdvancedSalesforce
Einstein Lead Scoring and Opportunity Scoring for Admins
Einstein Lead Scoring uses your past sales data to give each lead a score from 1 to 99. A high score means the lead…
Level: AdvancedSalesforce
Einstein Trust Layer Explained: How Salesforce Keeps AI Safe
The Einstein Trust Layer is a set of safety checks that sits between your Salesforce data and the AI models that write responses. It…
Level: AdvancedSalesforce
Agentforce Agent Builder: Topics, Actions and Instructions
Agentforce Agent Builder is where admins design AI agents that understand requests and take real actions in Salesforce. You do not write code to…
Level: AdvancedSalesforce
Salesforce Prompt Builder: Create AI Prompt Templates
Salesforce Prompt Builder lets admins write reusable instructions for generative AI, called prompt templates, and fill them with live Salesforce data. For example, a…
Level: AdvancedSalesforce
Flow HTTP Callouts and External Services: No-Code Integration
Flow HTTP Callouts let a flow call an outside web service and use the answer, without writing any Apex code. For example, a flow…
Level: AdvancedSalesforce
Salesforce Flow Testing and Debugging: A Practical Guide
Salesforce Flow Testing is how you make sure a flow does the right thing before real users depend on it. A flow that works…
Level: AdvancedSalesforce
Salesforce Flow Orchestration: Multi-Step Processes Made Easy
Salesforce Flow Orchestration lets you join many flows into one long business process that involves several people and teams. Each person gets the right…
Level: AdvancedSalesforce
Salesforce Flow Approvals: Build Modern Approvals in Flow
Salesforce Flow Approvals let you build approval processes inside Flow Builder instead of the old approval process setup. You can add stages, send work…
Level: IntermediateSalesforce
Salesforce Chatter Groups, Topics and Tags: Admin Guide
Salesforce Chatter Groups let people discuss work inside Salesforce, close to the records they talk about. Topics add simple labels to posts and records,…