For Admins For End Users
Video Title
How to Change the Look and Feel of Salesforce for Your Company
Quick demo of how to customize the way Salesforce looks for your organization.
Creating a Workflow Rule
Quick demo of how to create a workflow rule in Salesforce.
Visual Workflow Cloud Flow Designer Overview
This demo gives you an overview of Visual Workflow's Cloud Flow Designer, the tool for creating flows. With the Salesforce Cloud Flow Designer, you can configure screens and define branching logic for your flows, completely within Salesforce, without writing any code.
Building a Simple Flow
Follow along as we create a simple two-screen pledge flow using user input fields and choices. We'll collect users' information, ask them to choose a pledge level, then thank them for their donation.
Troubleshooting Workflow
Learn how to investigate and troubleshoot the most common issues that occasionally arise with Workflow.
Avoid Unwanted Actions in Your Process
This video shows you how to set options in the Process Builder so you can, for example, avoid sending a bunch of emails to the VP every time a high-value opportunity is updated.
Accessing the Email Field from a Lookup Object
Tip Sheets and Implementation Guides Salesforce Basics
For Admins For End Users
Video Title
Have you ever wanted to use a field from a lookup object on its child object? For example, accessing the email field on a lookup object in a workflow that is based on the child object? This video walks you through just such a scenario.
Creating Custom Links and Buttons
Learn how to create a link on the Account object that maps the company's address onto Yahoo Maps.
Using and Building List Views
Do you need to work with several records at once? Sort them alphabetically or by amount?
Or even edit several of them at once? List views are the way to go! This video walks you through creating two different views.
Force.com Quick Access Menu
As an admin have you ever wanted to view or create fields, or view or create record types in context, from an object tab, rather than having to go through the Setup menus? This video shows you how to use the Force.com Quick Access Menu.
How Organization Sync Works
Learn about Organization Sync, a high-availability feature that lets you set up a secondary, synced Salesforce organization which your users can access when the primary organization experiences downtime or maintenance.
Custom Fields Videos
How to Create a Custom Field in Salesforce
Want to customize Salesforce so it captures all your business data? This short video walks you through how to create a custom picklist field, from choosing the correct field type to applying field level security.
Custom Fields: Picklists
This video walks you through creating a picklist field as well as adding new values to the field, and deleting old values. We even cover how to add your values to the correct page layouts, so your users see choices that are relevant to their work.
Custom Fields: Tips and Gotchas
Learn from the experts some best practices, details about deleting fields, field usage limits, field history tracking and more. We also provide some caveats when changing field types, and advice on choosing the appropriate type of text field.
Formulas Videos
Getting Started With Formulas
This video gives a brief introduction to Salesforce formulas, accessing the formulas editor in the app, and how to use the editor tools to create formulas.
Tip Sheets and Implementation Guides Salesforce Basics
For Admins For End Users
Video Title
How to Calculate the Number of Days a Case is Open
This video walks you through constructing a formula that will calculate the number of days it took to close a case, or if the case is still open, how many days have passed since it was first opened.
How to Build an Image Formula
This video explains how to create a quick and easy formula that adds graphics to the ratings field on a lead—five stars for hot, three stars for warm, and one star for cold—so that salespeople can see at a glance which leads are the most important.
Formulas: Tips and Gotchas
Formulas are a powerhouse and can be used in fields and reports. This video walks you through a few pro tips on how to get started, and how to avoid some common pitfalls.
Release Management Videos Release Management: Overview
Learn how to use Force.com point-and-click tools, a developer sandbox, and change sets to manage releases for your organization.
Release Management: Developing and Testing on Sandbox
Learn about the four types of sandboxes that Salesforce provides, and discover how to create sandboxes to develop and test your applications.
Release Management: Deploying Changes Using Change Sets
Learn how to use change sets to move configuration changes, such as applications, objects, and permission sets, between your organizations.
Site.com
For Admins For End Users
Video Title
Building a Website with Site.com
Learn how to import assets to use in your site, create page templates, apply CSS styles, and add and duplicate site pages in Site.com Studio.
Security
For Admins For End Users
Video Title
Who Sees What: Overview
Tip Sheets and Implementation Guides Salesforce Basics
For Admins For End Users
Video Title
Who Sees What: Organization Access
Learn how to restrict login through IP ranges and login hours.
Who Sees What: Object Access
Learn how you can grant users access to objects by using profiles.
Who Sees What: Organization-Wide Defaults
Learn how you can restrict access to records owned by other users.
Who Sees What: Record Access via the Role Hierarchy
Learn how you can open up access to records using the role hierarchy.
Who Sees What: Record Access via Sharing Rules
Learn how you can grant access to records using sharing rules.
Who Sees What: Field-level Security
Learn how you can restrict access to specific fields on a profile by profile basis.
Who Sees Whom: User Sharing
Learn how you can control visibility among users in your organization.
Who Sees What: Permission Sets
Learn how to give users additional permissions and access settings without changing profiles.
Who Sees What: Record Types
Learn how to organize and gather data for the same object, in different ways, using record types.
Creating a Criteria-Based Sharing Rule
Learn how to create a sharing rule based on a field value in a record.
Letting Your Salesforce Administrator Access Your Account
Learn how you can grant your administrator access to your Salesforce account without distributing your password.
Removing Users’ Access to Salesforce
Deactivating users in Salesforce removes access to their account data while preserving their historical activity and records. Once you understand why you deactivate users rather than deleting them, learn how to deactivate someone and see what happens to their data.
Activating Your Computer
Tip Sheets and Implementation Guides Salesforce Basics
For Admins For End Users
Video Title
Learn how to activate your computer so you can log in to Salesforce outside the office.
To help you, your Salesforce administrator, or Salesforce Support, can log in to your Salesforce account. This video demonstrates how to let your Salesforce Admin or Salesforce Support access your account for a specified amount of time without distributing sensitive information like your password.