Salesforce Feature Videos

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.

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.

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.