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Processing Cornerstones LLC
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    • Home
    • About Us
    • Services
    • PARTNERS
    • Contact Us
    • Overcome CRM Overwhelm
    • YouTube
Processing Cornerstones LLC
  • Home
  • About Us
  • Services
  • PARTNERS
  • Contact Us
  • Overcome CRM Overwhelm
  • YouTube

Welcome

 Tips and hints on using Salesforce!


Salesforce How To's

CRM Overview

Learn How to Love Your CRM Without the Overwhelm!

Love Your CRM Without the Overwhelm! 📇✉️☎️ - YouTube 


Administrator Basics

create formula field

 Create Formula Field - YouTube 

Create New Picklist Field

https://www.youtube.com/watch?v=x4qwNutguoE

Create New Text Field

Create New Text Field - YouTube 

Edit Fields

 Edit Fields - YouTube 


Email Tutorials

Sending List Email

Send List Email - YouTube 

Install Simple Import

Install Simple Import - YouTube 

Import Using Simple Import

 Import using Simple Import - YouTube 

End User Salesforce Email Activation

 End User Salesforce Email Activation - YouTube 

Edit Salesforce Inbox Actions

Edit Salesforce Inbox Actions - YouTube 

Create Email Template

 Create Email Template - YouTube 

Create Letterhead

 Create Letterhead - YouTube  

SALESFORCE EMAIL INBOX ERROR RESOLUTION OPTION

Salesforce Email Inbox Error Resolution Option - YouTube 


Configurations

Accounts Import using Dataloader.io

 Accounts Import using Dataloader.io - YouTube 

Create Global Action

 Create Global Action - YouTube 

Edit Compact Layout

 Edit Compact Layout - YouTube 

Edit Page Layout

 Edit Page Layout - YouTube 

Update Path Settings

 Update Path Settings - YouTube 

Salesforce Email Inbox Error Resolution Option

Salesforce Email Inbox Error Resolution Option - YouTube 


Set Up

Set up Einstein Activity Capture

 Set up Einstein Activity Capture - YouTube 

Create Field on Lead and Account Field will populate on Account when Lead

 Create Field on Lead and Account Field will populate on Account when Lead is Converted - YouTube 

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