Salesforce Feature Videos

In this feature demonstration, Salesforce Administrator Jyoti shows how AI-generated field summaries can revolutionize the way your team accesses client insights. Using a real-world resort scenario, she demonstrates how wellness survey responses automatically transform into personalized summaries that appear directly within contact records.

In this informative tutorial, Salesforce admin Shweta demonstrates how the Case feature in Salesforce helps businesses efficiently manage customer inquiries, issues, and requests. The video provides a practical walkthrough of creating and managing cases in Salesforce Service Cloud, showing you how to leverage this powerful tool to improve your customer support processes.

In the video, Everest walks you through the essential details of the Agentforce Specialist exam, covering everything from foundational concepts to advanced study strategies. This video is designed for both seasoned Salesforce professionals and those seeking to enhance their knowledge in AI. It offers a comprehensive roadmap to ensure your success in the exam.

In this helpful walkthrough, Salesforce Consultant Sandhya demonstrates how the Lead Intelligence View transforms lead management. She shows how sales and marketing teams can filter leads, view key insights, and take immediate actions—all without leaving a single page.

Watch our quick video for a visual walkthrough of seamless Gmail-Salesforce emailing. Are you tired of jumping between tabs just to connect with clients or prospects? If you’re a Salesforce user who relies on Gmail, you know how much time all that tab-switching, copying, and tracking can eat up. Great news: Gmail Integration in Salesforce is here to help you keep everything in one place—making your daily workflow smoother and more efficient than ever.

In this video, Jyoti, a certified Salesforce Admin Consultant from Development Cons Partners, walks through how Salesforce Quick Action Macros help support teams automate repetitive tasks—like sending emails, updating case statuses, and logging activity—with just one click.
If you are overseeing a large number of service cases or leads, this feature significantly improves your workflow.

Boost email marketing efficiency with Salesforce Campaigns. Organize and manage efforts, create targeted campaigns, track engagement, and optimize strategies using real-time data. Segment contacts, personalize messages, and automate follow-ups for timely delivery. Streamline processes and enhance results with insightful analytics and user-friendly tools.

In this video tutorial, Salesforce expert Priyanka, demonstrates how to effectively use Lookup Fields to create meaningful connections between your Salesforce records. Watch as she walks through practical examples showing how these fields work on record pages and simplify data relationship management.

In today's fast-paced sales environment, staying on top of your tasks can be challenging. Our latest feature video, presented by Jose, a Salesforce Consultant at Development Consulting Partners, demonstrates how to effectively use the filtering functionality in Salesforce's To-Do List to prioritize your daily activities and boost productivity.

See Dynamic Forms in action as Polina demonstrates how fields can appear and disappear based on specific criteria. The video shows a practical example where SLA-related fields automatically display only when an "Active" field is set to "Yes"—creating a cleaner, more focused interface.

In this video, Everest walks you through the simple process of manually creating leads in Salesforce. The video demonstrates two methods to create a new lead, shows how to fill in lead information fields, and explains why lead creation is a fundamental part of the sales lifecycle. Perfect for sales reps, business development teams, and marketing professionals looking to effectively track potential customers from first contact.