Salesforce Feature Videos

In our latest feature demonstration, we explore how Report and Dashboard Subscriptions eliminate the guesswork from data monitoring. Watch as we showcase real-world scenarios where automated reports and dashboards keep teams informed, proactive, and ready to make decisions that drive results.

The Create and Manage Report and Dashboard Folders feature in Salesforce lets you store reports and dashboards in organized folders, set sharing permissions (Viewer, Editor, Manager), and control who can access or edit them.

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 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.