Salesforce Feature Videos

Salesforce Dashboard Properties let users customize dashboard layouts, styles, and colors in Lightning Experience. By using 9- or 12-column grids, light or dark themes, and 14 color palettes, teams can turn cluttered data into clear tracking tools. The feature is available in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Your support team closes 40 cases a day. But if three reps spell 'Working on Customer' three different ways, your reports are useless, your automations break, and your managers are flying blind. Salesforce picklists on the Case object are the simplest fix for one of the most persistent problems in service operations: inconsistent data. This post unpacks what picklists are, why they matter for Service and Customer Success teams, and how to start using them more strategically.

If your manager can instantly view every opportunity your team owns but you can not see theirs, that is not a glitch. That is Salesforce role hierarchy doing exactly what it is designed to do. For sales leaders and Salesforce admins who want to protect sensitive data, enable smart collaboration, and maintain clean reporting structures, understanding how role hierarchy and Org-Wide Defaults (OWD) interact is the foundation of a secure, scalable Salesforce org.

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.

Manually merging duplicate records in Salesforce is frustrating and time-consuming. Duplicates lead to confused sales teams contacting the same prospect multiple times, skewed marketing metrics, and unreliable reports. The good news? Salesforce has built-in tools to prevent duplicates before they become problems. This video explores how Duplicate Rules and Matching Rules work together to protect your data quality and keep your CRM reliable.

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.

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 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.