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.

Our latest feature video walks you through the power of creating customizable Salesforce reports with filters, columns, and groupings. In just a few minutes, you'll see how this game-changing capability transforms the way sales, marketing, and leadership teams access and analyze their most critical data.

In our latest feature video, we explore how Salesforce uses standard objects to help businesses store and organize customer information efficiently. This comprehensive guide walks you through the fundamental building blocks of customer data management in Salesforce, showing how Accounts and Contacts work together to create a complete picture of your customer relationships.

Ever find yourself writing the same email over and over to different prospects? Or constantly switching between tools just to send a targeted message to your leads? We break down how Salesforce List Emails can transform your outreach approach, helping you send personalized messages to specific groups without the repetitive work. You'll discover how to leverage this powerful Sales Cloud feature to engage your prospects more efficiently while maintaining that personal touch your recipients expect.

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.

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.