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.

Salesforce Lead Assignment Rules offer a powerful sales automation solution that eliminates guesswork and delays from your lead management process.

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 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.

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 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.

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 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.

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.