There are many “How To” or “Step-by-Step” tutorials spread throughout ShellBlack.com. This page simply consolidates these instructional pieces into one place. Hopefully these tutorials will help you explore some native areas of Salesforce.com that you may not have had an opportunity to check out – many of which are covered in the Salesforce.com Administrator Exam 😉
- Configuring Web-to-Lead
- Setting up Security
- Using Stay-in Touch Requests
- Creating HTML Emails
- Setting up a Self-Service Portal
- Leverage Opportunity Record Types to load Budget or Plan numbers
- How to launch a report from any record using Custom Links
- How to merge duplicate Accounts and Contacts (de-dup records)
- How to prevent duplicate records during the Lead Conversion process
- How to use Excel to identify how many duplicate Contacts
- How to export ALL your data out of Salesforce – including images, documents and attachments
- How to set up Workflow Rules – criteria, actions and set time delays
- How to install and use the Salesforce plugin for MS Word so you can and create Mail Merge Templates
- How to enable and use Mass Mail Merge to create hundreds of Word documents for a mailing list
- How to use the Data Loader to mass upload attachments into Salesforce
- Hot to let Mac users sync Mac Mail email with Salesforce using MailDrop
- Create Shipping Links to track packages via FedEx, UPS or DHL
- How to parse out variable text using formulas
- How to know if your emails sent from Salesforce were delivered, and if so, did they get opened?
- How to enforce data quality, such as Opportunity creation or inputting Lead Source, on Lead Conversion with a Validation Rule
- How to enable Salesforce Touch, or touch.salesforce.com
- Create a branded email letterhead
- Create a HTML Email with merge fields
- Sending Mass Emails to Leads or Contacts
- Grant Login Access to a System Administrator to login as any User
- Create a Round Robin Case or Lead Assignment Rule
- Create custom Views to help users find, sort and manage records
- Using Image Formula Fields to convey status, health, aging, value, or a rating
- Using the wizard in Setup to Mass Transfer ownership of Leads, Accounts or Custom Objects
- Using the Data Loader to update record ownership
- Delete Records using the Data Loader
- Recover and Restore Deleted Records using the Data Loader (covers Export All, Hard Delete and Import Functions of the Data Loader)
- Inserting blank (or null values) with the Data Loader
- Setting up and using Tags
- How to create a Lead Score using formulas
- How to determine in Salesforce who is your Account Executive
- How to Mass Email Contacts that didn’t open your last email
