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161 results

Salesforce Insights by Shilpa
Salesforce Basics for Beginners | Developer Edition Setup | Apps, Tabs & Custom Objects Explained

Welcome to this Salesforce Beginner Tutorial Looking for more tutorials? Check out these below playlist for additional guides ...

7:33
Salesforce Basics for Beginners | Developer Edition Setup | Apps, Tabs & Custom Objects Explained

135 views

9mo ago

Salesforce Insights by Shilpa
Explore Permission Sets, Sharing Rules, Roles & Multi-User Login in Salesforce | Salesforce Training

In this video, we will learn how to use Permission Sets and Sharing Rules in Salesforce with a real-time business use case.

7:49
Explore Permission Sets, Sharing Rules, Roles & Multi-User Login in Salesforce | Salesforce Training

79 views

9mo ago

Salesforce Insights by Shilpa
Record Triggered Flow in Salesforce | Send Email to Sales Manager on Opportunity Creation

In this video, I explain Record Triggered Flow in Salesforce with a real-time use case and live implementation. Looking for more ...

5:41
Record Triggered Flow in Salesforce | Send Email to Sales Manager on Opportunity Creation

270 views

8mo ago

Salesforce Insights by Shilpa
Record Type In Salesforce | Global Picklist | Dependent & Controlling Fields | Salesforce Training

In this video, I have explained how to create a Record Type, Global Picklist, and Field Dependency in Salesforce with a live ...

6:02
Record Type In Salesforce | Global Picklist | Dependent & Controlling Fields | Salesforce Training

118 views

8mo ago

Salesforce Insights by Shilpa
Explore Profiles, OWD, Roles and Assigning Users in Salesforce | Salesforce Admin Training

Confused about the difference between a Role and a Profile? Wondering how to stop users from seeing each other's data? In this ...

8:49
Explore Profiles, OWD, Roles and Assigning Users in Salesforce | Salesforce Admin Training

77 views

9mo ago

Salesforce Insights by Shilpa
How to Create List Views in Salesforce | Filters, Sorting & Record-Triggered Flow

In this video, I explain Salesforce data model concepts with a simple PPT and live demo. You will learn: What is an Object in ...

6:51
How to Create List Views in Salesforce | Filters, Sorting & Record-Triggered Flow

62 views

9mo ago

Salesforce Insights by Shilpa
How to Use Agentforce Data Library in Salesforce | Data Cloud Setup & Access Error Fix

In this video, I show you how to use Agentforce Data Library Or Salesforce Agentforce to read and answer questions directly from ...

4:02
How to Use Agentforce Data Library in Salesforce | Data Cloud Setup & Access Error Fix

432 views

9mo ago

Salesforce Insights by Shilpa
How to call prompt builder inside salesforce flow

Looking for more tutorials? Check out these below playlist for additional guides and tips: Agentforce: ...

5:47
How to call prompt builder inside salesforce flow

84 views

9mo ago

Salesforce Insights by Shilpa
How to integrate Salesforce with Slack

Learn how to integrate Salesforce with Slack In this video, I've shown step-by-step how we can integrate Slack with Salesforce ...

5:50
How to integrate Salesforce with Slack

52 views

5mo ago

Shilpa DataInsights
Tesla & Salesforce Data Engineering Interview Question |PySpark|Net change in the number of products

In this video, Shilpa solves a Tesla Data Engineering Interview Question that was also asked in Salesforce Data Engineering ...

11:51
Tesla & Salesforce Data Engineering Interview Question |PySpark|Net change in the number of products

535 views

1y ago

Salesforce Insights by Shilpa
Salesforce Deployment to GitHub Using Copado

In this video, I'll show you how to use Copado for Salesforce deployments and GitHub integration in a simple and ...

6:57
Salesforce Deployment to GitHub Using Copado

126 views

5mo ago

Salesforce Insights by Shilpa
How to implement many to many relationship in Salesforce | Junction Object in Salesforce

In this video, we dive deep into Salesforce Junction Objects and learn how to create many-to-many relationships between objects.

7:26
How to implement many to many relationship in Salesforce | Junction Object in Salesforce

72 views

9mo ago

Salesforce Insights by Shilpa
How to Authenticate Salesforce Org in Postman Without a Connected App

Want to authenticate your Salesforce org in Postman without creating a Connected App? In this video, I show you the fastest and ...

6:44
How to Authenticate Salesforce Org in Postman Without a Connected App

166 views

9mo ago

Salesforce Insights by Shilpa
Salesforce Relationships | Lookup and Master Detail Relationships In Salesforce | Roll Up Summary

Master Salesforce Object Relationships with this step-by-step, hands-on tutorial!☁️ Looking for more tutorials? Check out ...

6:17
Salesforce Relationships | Lookup and Master Detail Relationships In Salesforce | Roll Up Summary

81 views

9mo ago

Salesforce Insights by Shilpa
How to Fetch Records in LWC Without Apex | How to Authenticate Salesforce Org In VS Code

In this video, I walk you through a complete Salesforce LWC workflow — without writing any Apex code! Here's what you'll learn ...

5:50
How to Fetch Records in LWC Without Apex | How to Authenticate Salesforce Org In VS Code

152 views

9mo ago

Salesforce Insights by Shilpa
Flows In Salesforce | Screen Flow In Salesforce | Practical Implementation with Real-Life Example

In this video, I explain Salesforce Flow Automation in a very simple way. First, I give an overview of Salesforce Flow types: Screen ...

7:03
Flows In Salesforce | Screen Flow In Salesforce | Practical Implementation with Real-Life Example

94 views

9mo ago

Salesforce Insights by Shilpa
How to Deploy Project on GitHub Pages | Fix All Deployment Errors Using Logs

Before we start, here's an important reminder: Machines never want us to struggle — they guide us through logs. Our job is to read ...

8:31
How to Deploy Project on GitHub Pages | Fix All Deployment Errors Using Logs

180 views

9mo ago

Salesforce Insights by Shilpa
How to Call Prompt Template In Apex Salesforce | Call Apex In LWC & Calling LWC In Action button

In this video, I demonstrate a complete real-time Salesforce use case where we generate an AI-powered Case Summary with a ...

6:04
How to Call Prompt Template In Apex Salesforce | Call Apex In LWC & Calling LWC In Action button

111 views

9mo ago

Salesforce Insights by Shilpa
Configure Saleforce MCP Server with Claude AI

Learn how to connect a Salesforce MCP Server with Claude AI using OAuth authentication. In this step-by-step tutorial, we create ...

4:56
Configure Saleforce MCP Server with Claude AI

68 views

3mo ago

Cloudteam Company
All-in-one Travel and Expense management | SalesTrip and Cloudteam Company (preview)

All-in-one Travel and Expense management | SalesTrip and Cloudteam Company https://www.cloudteamcompany.com/

4:52
All-in-one Travel and Expense management | SalesTrip and Cloudteam Company (preview)

39 views

7y ago

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