Getting started with Salesforce Bucket Fields

Salesforce Bucket Fields

We have shared this helpful video on getting started with Salesforce bucket fields on the Salesforce platform.

In this handy, short video you will learn how to tidy your organisations data without having to create custom fields. By using numeric buckets, picklist buckets or text buckets you will be able to sort, organise and understand large amounts of data quickly and easily.  Bucket fields also give users the ability to create their own categories quickly and without formulas or custom fields.  This is a must watch video for new Salesforce Administators, wanting to get to grips with bucket fields.

If you liked this video on Salesforce bucket fields, check out our other videos on getting to grips with Salesforce administration.

Getting started with Salesforce Formulas

Salesforce Formulas

We have shared this video which provides you will a brief introduction to Salesforce formulas.

In this video, you will see how to access the formula editor within the Salesforce application.  This is a must watch video for new Salesforce Administators, wanting to get to grips with formulas within the Force.com platform. After learning how to use the editor tools you will be able to create formulas within Salesforce. This will enable you to define calculations for custom fields, validation rules and workflow logic based on values specific to your business.

If you liked this video on Salesforce Formulas, check out our other videos on getting to grips with Salesforce administration.

Getting Started with Salesforce Report Builder

Salesforce Report Builder

We have share this helpful, short video which will introduce to Salesforce Report Builder.

As a powerful drag-and-drop interface Report Builder will assist when you are creating reports using the Salesforce.com platform. Watch this video now to learn how to quickly build a report by dragging fields and functions onto the palette. This is a must watch video for new Salesforce Administators, wanting to get to grips with report builder.

If you liked this video on Report Builder within Salesforce, check out our other videos on getting to grips with Salesforce administration.

Salesforce Data Loader: choosing the right tool

Salesforce Data Loader

We have shared this handy video on using Data Loader within Salesforce.

Salesforce has several tools to help you import your data, this video provides a quick comparison on the different tools. In this video you will be walked through a real-life import using the Data Loader, providing tips along the way. This is a must watch video for all Salesforce Administrators, to help them understand importing data and choosing the right tool.

If you liked this video on Salesforce Data Loader, check out our other videos on getting to grips with Salesforce administration.

Get more out of Desk.com with better integrations

Desk.com Integrations

We have shared a helpful video on getting more out of Desk.com with better integrations.

Lots of businesses use Desk.com to provide fast customer service. By connecting customer service to the rest of your business, your company will be able to get the most out of Desk.com. Watch this video on how to get more out of Desk.com with better integration. This is a must watch for all Salesforce Administrators looking to get the most out of their Desk.com integrations.

If you liked this video on Desk.com Integration, check out our other videos on getting to grips with Salesforce administration.

Getting started with Visualforce

Getting started with Visualforce

We have shared this helpful video on getting started with Visualforce.

This is a must watch video for new Salesforce Administators, wanting to get to grips with using Visualforce. In this video you will learn what Visualforce is, what can be included on a Visualforce Page and what Visualforce can be used for.

If you liked this video on getting started with Visualforce, check out our other videos on getting to grips with Salesforce administration.

Learning about Sync Directions

Learning about Sync Directions

We have shared this helpful how to video on viewing sync direction settings within Salesforce.

In this video, you will will learn how to view sync direction settings and find out whether you have permissions to change them. You will learn how your administrator determines what you can sync, the sync directions, and whether you can change these settings.

If you liked this video on Salesforce Sync Directions, check out our other videos on getting to grips with Salesforce administration.

Salesforce Support – grant login access

You may, at times be required to grant your organisations Salesforce.com Administrator or Salesforce Support access into your Salesforce account.  In this demo, you will learn how to grant login access to your account for a specified amount of time without distributing sensitive information like your password.

Salesforce Accounts and Opportunities

Getting the best from salesforce….

In this demo, you will learn how to create Salesforce accounts and opportunities, including account contacts.

Salesforce Home Page

How to navigate the salesforce home page?

Here is a helpful demo on navigating the salesforce home page and is particularly useful for those who have just started using Salesforce.com CRM.