Salesforce Feature Videos

In this video Felicia introduces Salesforce Foundations, a no-cost built-in feature that gives eligible organizations a running start with pre-configured objects, layouts, reports, dashboards, and permission sets, plus access to a suite of Salesforce cloud capabilities that might already be included in your current edition. If your team is new to Salesforce or rolling it out to a broader group, this walkthrough will show you exactly what Foundations does and why it matters.

In our latest feature spotlight, we dive into one of Salesforce's most practical productivity tools: Customizing Lightning Experience Navigation. This video demonstrates how sales teams, service professionals, marketing specialists, and admins can streamline their daily workflows by customizing how they access and navigate through Salesforce. Whether you're juggling multiple apps or need faster access to your most-used objects, this feature changes the game for how efficiently you can work.

Struggling with email campaigns that fall flat? Discover how Salesforce Agentforce transforms your marketing by predicting optimal send times, ideal frequencies, and subscriber engagement. Available in Corporate, Enterprise, and Growth editions, Agentforce empowers marketers to deliver the right message to the right person at the perfect moment, boosting ROI and fostering deeper customer connections without the guesswork.

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.

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.