Hey everyone!
Welcome to my channel! We create loads of content here about Salesforce and how to use different functionality within Salesforce!
We also create loads of courses on getting salesforce certified you can check them you on salesforceupskill.com/
Sometimes you can't always watch a youtube video so check out the blog on salesforceemily.com/
You can find me on:
LinkedIn: www.linkedin.com/in/emily-call-mba-95803b161/
Twitter: twitter.com/sfemilycall
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I am hiring an associate salesforce admin.
Hello Emily, thank you for this great video. Is this prompt builder feature included in enterprise edition or do I need to purchase an additional license?
How do I create a summary report for tracking how many emails are captured on a case via the email-to-case setup?
Am from India so I have completed sf admin n developer but I had done no internship so how to make career in Salesforce plzz guide n which country to apply for job
Your video is clear and helpful for me, many thanks for you 🙂
Glad it helped!
Thanks for posting! Looking to put these totals into a summary dashboard by stage. I have 5 stages. Any idea on how to accomplish this?
Not the tutorial you're looking for? Let us know and we will add it to the list!
Not the tutorial you're looking for? Let us know and we will add it to the list!
How do I create a summary report for tracking how many emails are captured on a case via the email-to-case setup?
How did you get your home page to have that layout ?
This was the layout from a newly created dev org. If you want to make your org look like that I would create a new org and try to replicate the settings
Yah thanks for the video but just wanted to understand that when we do grouping on rows that will be a summary report as here u grouped on stage , but u also said it's a matrix report which I didn't understand, can u pls clarify this?? Appreciate ur efforts
Hey sorry for the confusion! A matrix report is when it is grouped by rows or columns (ie grouped by stage or type). A summary report is when it is not grouped, but you are summarizing a column (ie calculating total opportunity amount or total number of cases).
I was just trying to do this today! Thanks for the great instruction.
Glad it was helpful!
Thanks Emily,, it was great help. I am absolutely new to salesforce, this helped me a lot.
Glad it was helpful!
😢 watching this video was more complicated than listening to a math teacher talking about gym exercises... completely no information on the topic at hand.
Thank you, Emily!
You're welcome!
Have you taken it yet?
i can add this same chatter to object Quote?
looks like im a year behind. Just seeing this now. I recently got my ranger badge. So i guess the next logical step is getting the certification. thanks for this!
Can you please make videos on Dynamic forms.
I do have one video but it looks like it needs to be updated! I will add it to the list.
Not the tutorial you're looking for? Let us know and we will add it to the list!
Emily is tired, give her some coffee.
Thank you. i want to take the course online, i don't have tech background so is that works for me. is sales force is related to coding? please answer me
You’re welcome! Some roles in Salesforce are. Typically admins do not code. That’s usually left for the Salesforce developers. You may be asked to test out some code through different scenarios but that would be testing for issues and errors from the users standpoint. But I will say that being an admin and learning those skills have helped me understand code better
Thank you, Emily!
You’re so welcome!
Calendar Settings not visible in my Company Settings--how to fix?
Thank you Emily. i discover that i cant see Einstain Copilot studio or Einstain setup on my setup in my Dev org
Hey you’ll need a special generative AI org. I think it is good for 5 days then it will be deleted Link to Org: mcp76yxhtx84crlrk45yhv6lcsby.pub.sfmc-content.com/aha3qbdjy5j
I'm a complete beginner! Do you have any idea why the "Allow access" button doesn't work?. I was following the module, but I'm not sure if this option only works on production or on a more complex org than a new playground.
Thank you !
You’re so welcome!
How to create a tab for the big object
To be useful this video needed to show data in the second block.
Hi love the video info, I’m super new to SF. I just finished the sales force basic fundamental course. Which course do i take next? I’m not sure where to even go to next at this point 🤷🏽♂️
Not the tutorial you're looking for? Let us know and we will add it to the list!
I am working in SF application as an Automation QA, what will be an effective first certification for me, I want to slowly move into the Technical Architect Realm one day but is that possible?
Excellent feature, Thanks for showing this to us!
You bet!
Excellent feature, Thank you for showing us!
No problem!
Not the tutorial you’re looking for? Let us know and we will add it to the list!
I have done all the setting but still not able to Enable Surveys Advanced Features in Salesforce | Enable survey data mapping and merge fields
Great tutorial SF Emily. Thanks for the links too.
You're so welcome!
Wow, excellent tutorial SF Emily. I will give it a try. Thank you
Thanks Jim!
Genius! this is pretty cool. I will take a look at this.
Thanks Jordo!
Not the tutorial you're looking for? Let us know and we will add it to the list!
Not the tutorial you're looking for? Let us know and we will add it to the list!
Nice overview. I’m working on B2B Architect. MultiCloud and lots of Integrations! Lots of ways to use every cloud. So much fun. Highly recommend Experience Cloud for anyone interested in this path. Every learning path and exam asks about Experience (community).
Hi Emily, Any permission needs to be enabled for preview the survey
Thank you, Emily! Superb video. What is your recommendation (path) to become a Salesforce Consultant? Take care.
Hi Emily, I failed Salesforce Sales Rep Exam. I plan to retake it. These are some questions which were part of the exam and I 'm seeking answers to them as I feel I may have answered them incorrectly. I posted some from my memory and I will post as I recall them. Appreciate the correct answers to the below: Q : A prospect is saying that there are internal changes in his organization and is hesitant to sign the deal. What would you do to make the offer invaluable? 1. Acknowledge concern and provide standard offer 2. Provide promotional discounts 3. Extend free trial Q: What lead should sales rep work on? 1. Sales Qualified 2. Info Qualified 3. Marketing Qualified Q: An existing customer after 6 months discovers an additional product that would be of use to them. What is this?
Hey all I just passed the Salesforce Exam recently. To anyone who feels a bit frustrated, just wanna tell you that the exam is really not that difficult. Take me as an example when I first started I had no idea about what SF is, and even though I kept going. Despite all the difficulties that I've come across I didn't give up. It was really challenging for me at first to just understand the basics of Salesforce in English as isn't my first language. But I kept studying no matter what. I used Trailhead and KZread videos at first, then once I started feeling that I'm getting the concept, I followed along with some Trailhead projects and modules and a free SF bootcamp at KZread(Sanjay SF Admin bootcamp), all these resources had help me alot getting ready for the exam, then I purchased the fouces on force exam practice and I spent a month there then I took the exam on June 2end. Note: It's really important to schedule your exam before getting started as it's the only way to stay motivated. Hopefully you'll do better on your exam and the best of luck.
This video is chock full of useful information - thank you!
Hello, I cannot find the certification, is the certification still exist ? thank you
Hi, I am a Nigerian and I would like to be a salesforce admin and also a salesforce developer but where can I write the exams and get certified
What does being Nigerian have to do with anything? Why mention that?
Hi Emily, your course 'CRM Overview" on udemy. Will all the features be available with the starter suite?
Good video. Will it immediately work after setting up? I tried this and the duplicate warning is not firing.