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George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929feaa7dd0e157abed8506/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "Create" and then select "Zaps" to begin a new automation.</li>
 <li>Click "Trigger."</li>
 <li>Search for Trello and select it.</li>
 <li>Choose a Trigger Event, for example, "Card Moved to List" or "Card Updated," depending on when you want to update Salesforce.</li>
 <li>Authorize access to your Trello account.</li>
 <li>Choose the Trello board and list to monitor for lead updates.</li>
 <li>Run a test by clicking "Test trigger."</li>
 <li>Add Salesforce as the Action App.</li>
 <li>Choose an Action Event, for example, "Update Record" or "Create Record."</li>
 <li>Connect Salesforce to Zapier.</li>
 <li>Match Trello card details (e.g., name, status, description) to Salesforce lead fields.</li>
 <li>Verify that updates in Trello trigger corresponding changes in Salesforce.</li>
 <li>Activate the automation to sync Trello and Salesforce updates seamlessly.</li>
</ol>

Automate Trello and Salesforce lead status updates with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fece7dd0e157abed87bf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier and click "Create" followed by "Zaps."</li>
 <li>Click "Trigger" to set up the event that will initiate your automation.</li>
 <li>Search for and select "Salesforce" as your trigger app.</li>
 <li>Select a trigger event like "New Lead" or "Updated Contact" to monitor.</li>
 <li>Connect your Salesforce account and run a test to make sure Zapier can detect events correctly.</li>
 <li>Click "Action" and search for "Brevo" as your action app to receive data from Salesforce.</li>
 <li>Select "Add or Update Contact" as your Brevo action.</li>
 <li>Connect your Brevo account - you'll need to retrieve your API key from Brevo's integration settings.</li>
 <li>Map your Salesforce fields (name, email, phone) to the corresponding Brevo contact fields to ensure proper data transfer.</li>
 <li>Run a test to verify that Salesforce data is correctly syncing with your Brevo account.</li>
 <li>Click "Publish" to activate your Zap and start the automatic syncing between Salesforce and Brevo.</li>
</ol>

Brevo Salesforce Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929ff027dd0e157abed8c2f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Mailchimp as the trigger app.</li>
 <li>Choose a trigger event, such as "Campaign Sent" or "New Subscriber" , then connect your Mailchimp account.</li>
 <li>Select your Audience.</li>
 <li>Run a test to ensure the Mailchimp trigger is configured correctly.</li>
 <li>Add Salesforce as the Action App.</li>
 <li>Select an action event, such as "Create Lead" or "Update Lead" then connect your Salesforce account to Zapier.</li>
 <li>Map Mailchimp email data (e.g., email address, campaign engagement) to the appropriate Salesforce fields.</li>
 <li>Run a test to ensure Mailchimp data updates Salesforce lead records correctly.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Connect Mailchimp email data to Salesforce lead scoring

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929ffec243f01ed60a4d5f9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Framer project.</li>
 <li>Add dynamic elements from the 'Insert' menu to enhance user engagement.</li>
 <li>Search and choose 'Embed' to add the Salesforce embedded code. </li>
 <li>Adjust the element.</li>
 <li>Embed custom HTML or a URL to enhance your design with advanced functionality.</li>
 <li>Paste your Salesforce URL in the empty field.</li>
 <li>Click 'Publish' to share your site with the world.</li>
</ol>

Framer Salesforce Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0034243f01ed60a4ddc4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Setup on the top right.</li>
 <li>Search for Company Information in the Quick Find and select it.</li>
 <li>You'll find your instance name displayed in the right column below "Organization Edition."</li>
</ol>

Salesforce - How do I Find My Salesforce Instance

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a009a243f01ed60a4e2a6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Setup on the top right and search for AppExchange Marketplace in the Quick Find.</li>
 <li>Click on Go To AppExchange</li>
 <li>You will be taken to the AppExchange page. Search the app you want to connect to Salesforce in the search bar.</li>
 <li>For Example: Bar Code Generator.</li>
 <li>Select the App you want to install</li>
 <li>And hit the Get It Now button.</li>
 <li>Back in Salesforce, search for Installed Packages in the Setup's Quick find.</li>
 <li>Find your installed Apps over here.</li>
</ol>

Salesforce How to Access Appexchange in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a009c243f01ed60a4e2d2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the Gear icon on the top right and select Developer Console.</li>
 <li>A pop-up window will open. This is the Developer console.</li>
 <li>Go to File&gt; New.Choose between Visualforce Page, Component, Lightning Application, Event, etc.</li>
</ol>

Salesforce - how to access developer console in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00a0243f01ed60a4e30a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Setup in the top right.</li>
 <li>Search for Lightning App Builder in the Quick Find and select it.</li>
 <li>Click on New to create a Lightning App.</li>
 <li>Select App Page to build a Flexipage app.</li>
 <li>Or Select the Record page App, as that also qualifies as a Flexipage.</li>
 <li>Flexipages are pages that are independent to be accessed on a desktop or a mobile device.</li>
 <li>Provide a name to your Flexipage app and hit Next.</li>
 <li>Select the App Page Layout and hit Done.</li>
 <li>You can now build your own Lightning app, which can be accessed independently across desktop and mobile.</li>
</ol>

Salesforce How to Access Flexipage in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00ab243f01ed60a4e3de/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Access the App Menu on the top left and select Files.</li>
 <li>Click on the Down arrow associated with the file and select Share from the dropdown.</li>
 <li>Add the users you want to share the file with.</li>
 <li>You can also share files with Groups.</li>
 <li>Hit Share.</li>
 <li>Libraries essentially function as folders. So you can share a group of files together. Find Libraries in the left pane.</li>
 <li>Click on Manage Members from the library folder's dropdown.</li>
 <li>You can select Public Groups or People to share access similar to file sharing.</li>
</ol>

Salesforce how to access libraries in salesforce lightning

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00ae243f01ed60a4e416/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the Gear icon on the top right and select Setup.</li>
 <li>Search for Sharing Settings in the Quick Find and select it.</li>
 <li>You will find the organization-wide defaults (OWD) page. Click on Edit to make changes as per your requirements.</li>
 <li>Set the 'defaults' definitions for Internal and External Access.</li>
 <li>Hit Save.</li>
</ol>

Salesforce how to access owd in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00b1243f01ed60a4e449/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the app drawer on the top left and search for Recycle Bin.</li>
 <li>You can use Restore, Delete or Empty Org Recycle Bin features just like a regular trash folder.</li>
 <li>Click on Empty Org Recycle Bin to clear everything from the deleted items.</li>
 <li>On successful deletion, you will see a success message.</li>
</ol>

Salesforce - how to access recycle bin in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00ba243f01ed60a4e496/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to <a target="_blank" rel="noopener noreferrer nofollow" href="https://trailhead.salesforce.com/">https://trailhead.salesforce.com</a></li>
 <li>Hit the Sign Up button.</li>
 <li>Select Salesforce as your mode of Sign-up.</li>
 <li>Choose from your existing Salesforce account to log in.</li>
 <li>Hit the Read button to go through the Intro and activate the Learn button.</li>
 <li>You are now in the Trailhead Dashboard!</li>
</ol>

Salesforce - How to Access Trailhead in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00bb243f01ed60a4e4b4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the Gear icon on the top right and select Developer Console.</li>
 <li>A pop-up window will open. This is the Developer console.</li>
 <li>Go to File&gt; New&gt; Visualforce Page.</li>
 <li>Provide a new Name for the page.</li>
 <li>Enter your code between the &lt;apex:page&gt; code blocks.</li>
 <li>Use the Preview button to view your code.</li>
</ol>

Salesforce - how to access visualforce page in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00be243f01ed60a4e4f9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to Setup on the top right.</li>
 <li>Search Flows in the Quick Find field. Select it.</li>
 <li>Locate the inactive Flow that needs to be Activated. The Active checkbox in the list view will be unchecked.</li>
 <li>Open the Flow and click on the Activate button on the top right.</li>
 <li>Your Flow is now Active.</li>
 <li>It will also reflect in the List view.</li>
</ol>

Salesforce - How to Activate a Flow in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00c3243f01ed60a4e554/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup.</li>
 <li>In the Quick Find box, type "Release Updates" and select it.</li>
 <li>You'll see a list of updates that need action.</li>
 <li>You can navigate to Due soon and Overdue updates too.</li>
 <li>Click on the Get Started button to action them.</li>
</ol>

Salesforce - How to Activate Critical Updates in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00c6243f01ed60a4e57c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup on the top right.</li>
 <li>Search for DKIM Keys in the Quick Find.</li>
 <li>Make a new key by clicking on the Create New Key button.</li>
 <li>Fill in the DKIM Key Details.</li>
 <li>Enter details like your Domain, Selector, and Alternate Selector. (Hover over the "i" button for context)</li>
 <li>You can select the Key size based on the security regulations of the organisation.</li>
 <li>Wait till the keys get published.</li>
 <li>After the keys get published, you will see CNAME records that are available to be copied to your DNS for your domain.</li>
 <li><ul><li>Now, move to your DNS Provider (like Cloudflare) and select your domain. (Ex: "<a target="_blank" rel="noopener noreferrer nofollow" href="http://storylane.io">storylane.io</a>")</li><li>Then, Navigate to DNS Settings and Add the Primary CNAME Record.</li></ul></li>
 <li><article>For example, CNAME Record shows: &lt;st1._<a target="_blank" rel="noopener noreferrer nofollow" href="http://domainkey.storylane.io">domainkey.storylane.io</a> IN CNAME <a target="_blank" rel="noopener noreferrer nofollow" href="http://st1.jpdc2t.custdkim.salesforce.com">st1.jpdc2t.custdkim.salesforce.com</a>&gt;</article><ul><li>In the "Name" field, enter the Host Name for the primary CNAME record (Ex st1._<a target="_blank" rel="noopener noreferrer nofollow" href="http://domainkey.storylane.io">domainkey.storylane.io</a>)</li><li>In the "Content" field, enter CNAME Record (Ex- <a target="_blank" rel="noopener noreferrer nofollow" href="http://st1.jpdc2t.custdkim.salesforce.com">st1.jpdc2t.custdkim.salesforce.com</a>)</li></ul>Repeat the process and Add an Alternate CNAME Record.</li>
</ol>

Salesforce - How to Activate DKIM Key in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00c8243f01ed60a4e59d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup on the top right.</li>
 <li>Search for Apex Triggers in the Quick Find.</li>
 <li>Check the Status of your triggers and look for your Inactive trigger.</li>
 <li>Hit Edit on the trigger.</li>
 <li>Check the "is active" checkbox.</li>
 <li>Finally, hit Save.</li>
</ol>

Salesforce - How to activate trigger in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00d6243f01ed60a4e6c0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Setup and go to Object Manager.</li>
 <li>Locate the specific object where you want to add the button (e.g., Account, Opportunity). </li>
 <li>Look for the Buttons, Links, and Actions in the left pane.</li>
 <li>Click the New Button or Link button on the top right to create a new custom button.</li>
 <li>Define the button's properties like:<ol><li>Label: The text is displayed on the button.</li><li>Display Type: Select and choose between a link or a button.</li><li>Behaviour: Eg. Displaying in a new window</li><li>Content Source: Depending on the action type, you may need to specify content, such as the URL to navigate to or the Apex code to execute.</li></ol></li>
 <li>You can check for syntax errors while inputing your link and formula as well.</li>
 <li>Once you've configured the button, click Save.</li>
 <li>Now, head over to the Page Layout in the left pane.</li>
 <li>Click on the existing layout or create a new one (top right)</li>
 <li>Select Buttons to see your newly created custom button.</li>
 <li>Click and hold the button</li>
 <li>Then drag it to the desired section of the page layout.</li>
 <li>Click Save to apply the changes to the page layout.</li>
</ol>

Salesforce - How to Add a Button in Salesforce Lightning

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00df243f01ed60a4e7a7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Reports tab in Salesforce.</li>
 <li>Select All Reports if you want to view all the reports.</li>
 <li>If you're editing an existing report, navigate to that report.</li>
 <li>Click on Add Chart button at the top of the report.</li>
 <li>Salesforce will automatically generate a chart based on your groupings.</li>
 <li>The gear icon on the top right of the chart is the Chart Properties.</li>
 <li>You can modify the attributes of a chart, like the Title and X-axis.</li>
 <li>Toggle the chart ON or OFF on your report using the chart icon at the top of the report.</li>
</ol>

Salesforce - How to Add a Chart to a Salesforce Report

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00f3243f01ed60a4e8ce/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the Reports tab and select the report you want to add the column to.</li>
 <li>Navigate to the far left of the screen to find an inward arrow left of the Outline header, called Show Fields.</li>
 <li>Click on Create Formula under the Summery Formula folder.</li>
 <li>Enter Column Name and Formula Output Type here.</li>
 <li>Select fields from the available list on the left. These are the fields from the chosen report type that you can reference in your formula.</li>
 <li>Use mathematical operators (e.g., +, -, *, /) and Salesforce formula functions (e.g., TEXT, DATE, VLOOKUP) to construct your formula.</li>
 <li>Save the formula field and Save your report. Click on Run on your report to see the new updated field on your report.</li>
</ol>

Salesforce - How to Add a Column in Salesforce Report

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0104243f01ed60a4eae4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Reports and select the report you want to edit.</li>
 <li>Click on the Edit button on the top right. </li>
 <li>The Filter box will be visible on the left. Select the Filters tab in that box.</li>
 <li>Click on the down arrow in the Filters pane to expand it.</li>
 <li>Select Cross Filter.</li>
 <li>Define the Filter Criteria:Here, you'll specify the condition for the cross filter. </li>
 <li>You can choose to see reports for:<ul><li>Records with: Select this option to find records that have related records. For instance, you can find Deals with Activities.</li><li>Records without: This option helps you identify records lacking related records. An example would be Accounts without Contacts.</li></ul></li>
</ol>

Salesforce - How to Add a Cross Filter in Salesforce Report

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0109243f01ed60a4eb19/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Setup and go to Object Manager.</li>
 <li>Locate the specific object where you want to add the button (e.g., Account, Opportunity). </li>
 <li>Look for the Buttons, Links, and Actions in the left pane.</li>
 <li>Click the New Button or Link button on the top right to create a new custom button.</li>
 <li>Define the button's properties like:<ol><li>Label: The text is displayed on the button.</li><li>Display Type: Select and choose between a link or a button.</li><li>Behaviour: Eg. Displaying in a new window</li><li>Content Source: Depending on the action type, you may need to specify content, such as the URL to navigate to or the Apex code to execute.</li></ol></li>
 <li>You can check for syntax errors while inputing your link and formula as well.</li>
 <li>Once you've configured the button, click Save.</li>
 <li>Now, head over to the Page Layout in the left pane.</li>
 <li>Click on the existing layout or create a new one (top right)</li>
 <li>Select Buttons to see your newly created custom button.</li>
 <li>Click and hold the button</li>
 <li>Then drag it to the desired section of the page layout.</li>
 <li>Click Save to apply the changes to the page layout.</li>
</ol>

Salesforce - how to add custom button to page layout in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0111243f01ed60a4ebc5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup on the top right. </li>
 <li>Search for “App Builder” in the Quick Find field and select Lightning App Builder.</li>
 <li>Click New and choose Home Page.</li>
 <li>Give a Name to the the App.</li>
 <li>Choose the layout for the Homepage.</li>
 <li>Next, you need to design your homepage.</li>
 <li>Drag and drop components like lists, charts, and reports to build your layout.</li>
 <li>You can add components for:<ul><li>Tasks</li><li>Opportunities</li><li>Leads</li><li>Cases</li><li>Dashboards etc.</li></ul></li>
 <li>Click Save.</li>
 <li>Activate to make your homepage live.</li>
 <li>Choose where to assign it by going to the Page Activation under the Page settings tab.</li>
 <li>Add Navigation to the homepage and Finish.</li>
</ol>

Salesforce - How to Add a Dashboard to Homepage in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a012f243f01ed60a4ee5e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the Reports tab and select the report you want to add the formula field to.</li>
 <li>Navigate to the far left of the screen to find an inward arrow left of the Outline header, called Show Fields.</li>
 <li>Click on Create Formula under the Summery Formula folder.</li>
 <li>Enter Column Name and Formula Output Type here.</li>
 <li>Select fields from the available list on the left. These are the fields from the chosen report type that you can reference in your formula.</li>
 <li>Use mathematical operators (e.g., +, -, *, /) and Salesforce formula functions (e.g., TEXT, DATE, VLOOKUP) to construct your formula.</li>
 <li>Save the formula field and Save your report. Click on Run on your report to see the new updated field on your report.</li>
</ol>

Salesforce - how to add a formula field in salesforce report

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a013c243f01ed60a4ef80/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Search for Global Actions on the Quick Find.</li>
 <li>Click on New Actions.</li>
 <li>Enter New Global Action:Enter info for Action Type,(Create a Record) Target Object (account), Label (Account_Creation_Test), and finally input success Message:</li>
 <li>Hit Save.</li>
 <li>Go to Setup Home.</li>
 <li>Search for Publisher Layouts under Global Actions.</li>
 <li>Clicks on Edit.</li>
 <li>Select Mobile &amp; Lightning in the toolbox.</li>
 <li>Drag the action you created. (Eg. Account Creation)</li>
 <li>And drop it on the interface.</li>
 <li>Hit Save.</li>
</ol>

Salesforce - how to add a global action in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0147243f01ed60a4f05a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the Setup menu.</li>
 <li>Go to Object Manager.</li>
 <li>From the Object Manager list, find and click on Lead.</li>
 <li>Navigate to the Fields &amp; Relationships section.</li>
 <li>Edit Lead Source (Picklist).</li>
 <li>In the Lead Source Picklist Values section, click the New button to add a New Lead Source.</li>
 <li>Provide the label for your new lead source (e.g., "Trade Show",</li>
 <li>Click Save to finalize adding the new lead source.</li>
</ol>

Salesforce - How to Add a Lead Source in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0174243f01ed60a4f3df/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup and navigate to Object Manager.</li>
 <li>Choose the object that contains the picklist field you want to modify (e.g., Contact, Opportunity).</li>
 <li>Click on Fields &amp; Relationships.</li>
 <li>Select New</li>
 <li>Select Picklist and hit Next.</li>
 <li>Locate the specific Picklist field where you want to add a new value. Picklist fields are often identified by a magnifying glass icon next to their name in the list.</li>
 <li>Give an appropriate Field name.</li>
 <li>Hit Next.</li>
 <li>Hit Save.</li>
</ol>

Salesforce - how to add a picklist value in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a017c243f01ed60a4f464/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Search for "Price Books" in the app drawer (The app drawer icon is on the top left of the page.)</li>
 <li>Click on the specific price book where you want to add the entry. This will open the price book detail page.</li>
 <li>Or click on New if you don't have one created already.</li>
 <li>Give a Price Book Name and check the Active box. Hit Save.</li>
 <li>On the price book detail page, locate the Related tab.</li>
 <li>Click on the button labeled Add Products.</li>
 <li>A window will open where you can search for and select products to add to the price book.</li>
 <li>Select the products you want to add to your Price Book.</li>
 <li>Hit Next.</li>
 <li>You can provide an edited list price to match the purpose of your Price Book.Hit Save.</li>
 <li>You will get a success prompt upon completion.</li>
</ol>

Salesforce - How to Add a Price Book Entry in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0184243f01ed60a4f4ef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the gear icon in the top right corner or navigate to the Setup menu under your user icon.</li>
 <li>In the Quick Find box, search for "Object Manager" and select it.</li>
 <li>Find and select Products.</li>
 <li>Move to the Fields &amp; Relationships tab.</li>
 <li>Find the field labeled Product Family and click on it.</li>
 <li>Scroll down to find the Product Family Picklist Values section.</li>
 <li>Click New to add a new product family.</li>
 <li>Add new Product Family names in each line.And hit Save.</li>
 <li>These will be the picklist values in the product family header when adding products to your salesforce account.</li>
 <li>Click on Edit to edit existing product family. (Default value is "None")</li>
 <li>Give a Label name to your Product Family and hit Save.</li>
</ol>

Salesforce - How to Add a Product Family in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0186243f01ed60a4f514/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the App Launcher and search for Products.</li>
 <li>Click the New button.</li>
 <li>Enter a Name for your product.</li>
 <li>You can also choose a Product Family to group similar products.</li>
 <li>Make sure the Active checkbox is turned ON.</li>
 <li>Hit Save.</li>
 <li>You will get a success message when a new Product is created.</li>
</ol>

Salesforce - How to Add a Product in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0187243f01ed60a4f52d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate and click on Opportunities in the menubar on top.</li>
 <li>Locate the specific Opportunity record where you want to add the line items.</li>
 <li>Find and click on Products in the right column and hit Add Products in the Quick Preview box.</li>
 <li>Select the products you want to add and hit Next.</li>
 <li>Enter the Quantity. Optionally, you can input the Date as well.</li>
 <li>You will get a success prompt saying the product record was created.</li>
</ol>

Salesforce - How to Add a Product to Opportunity in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01b0243f01ed60a4f868/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup&gt; Object Manager.</li>
 <li>Click on Create and select Custom Object.</li>
 <li>Provide a Label for the Custom Object.</li>
 <li>You can enable the Optional Features as per your requirements.</li>
 <li>Enable the checkbox Launch New Custom Tab Wizard after saving this custom object.</li>
 <li>Click on Tab Style.</li>
 <li>And select a Tab Style from the collection.</li>
 <li>Select your Tab Visibility preferences and hit Next.</li>
 <li>Hit Save in the next window.</li>
</ol>

Salesforce - How to add a tab in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01ec243f01ed60a4fca4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your Avatar Icon on the top right and click on Settings.</li>
 <li>Go to Advanced User Details under My Personal Information.</li>
 <li>Click on Connect beside App Registration: Salesforce Authenticator.</li>
 <li>A verification code will be sent to your email address, enter the code here and hit Verify.</li>
 <li><ul><li>Download the Salesforce authenticator from the App Store or Play Store.</li><li>Add your account to the app.</li><li>You will see a 2-word phrase, which you enter on this page and hit Connect.</li></ul></li>
 <li>You will see this screen while your authenticator connects to your account.</li>
 <li>If you get a green checkmark you have successfully added the Salesforce authenticator.</li>
</ol>

Salesforce - How to Add Account in Salesforce Authenticator

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01ed243f01ed60a4fcbe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the record page (e.g., Lead, Opportunity) where you want to create a related activity.</li>
 <li>Select a record.</li>
 <li>Look for a section titled Activities or a similar label.</li>
 <li>Choose the Activity Type and fill in the details.</li>
 <li>For example, you can click on New Task button to create a task for the Lead.</li>
</ol>

Salesforce how to add activity in salesforce lightning

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0234243f01ed60a50235/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup on the top right.</li>
 <li>Click on Object Manager.</li>
 <li>Go to the object where you want to attach files (e.g., Opportunity).</li>
 <li>Under the object, navigate to Relationships &amp; Fields.</li>
 <li>Click New to create a relationship.</li>
 <li>Select Text Area (Rich): This is a Rich Text field.</li>
 <li>And provide a Label (e.g., "Additional Information").</li>
 <li>Hit Next.</li>
 <li>When editing a record, you can use the rich text editor to enter text and upload small images directly within the field.</li>
</ol>

Salesforce - How to Add Attachment Field in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2c97a98365d08656fedb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the Contacts page and open any contact.</li>
 <li>Head over to Gear icon on the top-right and click on Edit Page.</li>
 <li>Select Rich Text From the left pane components. Drag it to the interface.</li>
 <li>And drop it where you want.</li>
 <li>Enter your banner text here in the right column.</li>
 <li>You can change the Device view to arrange your components according to the device on which your contacts are viewed.</li>
 <li>Set filters to define where the banners will be visible by clicking on the Add filter button.</li>
 <li>Add filter criteria (Eg; Banner would be visible for contacts with Mailing Country: USA)</li>
 <li>Keep the Display as card checked.</li>
 <li>Hit Save and Activate.</li>
</ol>

Salesforce - how to add banner in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2cd0a98365d08657022f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Setup menu.</li>
 <li>Go to Object Manager and select it.</li>
 <li>Find the Campaigns object and click on it.</li>
 <li>In the campaign object settings page, &nbsp;click on the Page Layouts section in the sidebar.</li>
 <li>Select the existing Campaign Layout editor page. </li>
 <li>In the toolbox on the left side, locate the Related Lists section.</li>
 <li>Drag and drop the Campaign Member Statuses related list onto the desired location on your campaign layout.</li>
 <li>Drop the component.</li>
 <li>Save the changes.</li>
</ol>

Salesforce - How to Add Campaign Member Status in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d07a98365d086570656/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup in the top right corner.</li>
 <li>In the Quick Find box, enter Themes and Branding and select it.</li>
 <li>Create a New Theme.</li>
 <li>Provide a Theme Name.</li>
 <li>Locate the Brand Image under the Branding section and upload your company logo image file from your computer.</li>
 <li>Ensure the image size and format meet Salesforce's recommendations (usually JPG, PNG, GIF, and specific dimensions). Hit Save.</li>
 <li></li>
 <li>Make sure “Use brand image on Lightning Experience” in toggled ON.</li>
 <li>Hit Save.</li>
 <li>And finally hit Activate.</li>
</ol>

Salesforce - How to Add Company Logo to Salesforce Lightning

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d0ea98365d0865706f6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Opportunities tab and open a specific opportunity record by clicking on its name.</li>
 <li>Look for the "Contact Roles" related list on the right side of the opportunity record details page.</li>
 <li>Click the "Add Contact Roles" button on the "Contact Roles" related list.</li>
 <li>A pop-up window will appear. In the "Contacts" section, you can search for existing contacts by name or choose from a list.</li>
 <li>Select the desired contact and hit Next.</li>
 <li>Assign Role</li>
 <li>Hit Save.</li>
 <li>You will get a success prompt at the end.</li>
</ol>

Salesforce how to add contact roles in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2da7d673bd5aa8e5f4e8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your avatar on the top-right and click on Settings.</li>
 <li>Click on Email in the left pane.</li>
 <li>Go to My Email Settings.</li>
 <li>Enter your Email Signature in the Signature box.</li>
 <li>Decide between Salesforce Email composer or sticking with the Default Email application.</li>
 <li>Finally, hit Save.</li>
</ol>

Salesforce - how to add email signature in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dbed673bd5aa8e5f742/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup &gt; Object Manager.</li>
 <li>Look for the Activity label and click on it.</li>
 <li>Click on the Fields &amp; Relationships tab.</li>
 <li>Click on New.</li>
 <li>Choose the appropriate data type for your field (e.g., Text, Number, Date, etc.).</li>
 <li><h2 style={{"textAlign": "center"}}>Add text</h2>Click here to add a description</li>
 <li>Enter a clear and descriptive label for users to understand the field's purpose.</li>
 <li>After providing maximum length of the field, hit Next.</li>
 <li>Hit Next.</li>
 <li>Finally, hit Save.</li>
</ol>

Salesforce - How to Add Field to Task Object in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dc1d673bd5aa8e5f7a9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to Setup &gt; Object Manager.</li>
 <li>Select the object where you want the field to be available (the one associated with your record types). (Example: Account)</li>
 <li>Click on Fields &amp; Relationships.</li>
 <li>Click on New to create a new field.</li>
 <li>Select the Data type.</li>
 <li>Define the field properties like data type, label, and other relevant settings.</li>
 <li>Hit Next again.</li>
 <li>Hit Next.</li>
 <li>And finally hit Save.</li>
</ol>

Salesforce - How to Add Fields to Record Type in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2df8d673bd5aa8e5fca3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup &gt; Object Manager.</li>
 <li>Select the object where you want to add the help text (e.g., Contact, Opportunity).</li>
 <li>Click on Fields and Relationship.</li>
 <li>Click on the field you want to add help text to. (Ex Website)</li>
 <li>And, click on Edit. </li>
 <li>Enter your desired help text here. You can use up to 510 characters.</li>
 <li>Hit Save.</li>
</ol>

Salesforce - how to add help text in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e0ad673bd5aa8e5fe59/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup on the top right.</li>
 <li>Select Object Manager.</li>
 <li>Go to the object where you want to attach files (e.g., Product). </li>
 <li>Under the object, navigate to Relationships &amp; Fields.</li>
 <li>Click New to create a relationship.</li>
 <li>Select Text Area (Rich): This is a Rich Text field.</li>
 <li>And provide an appropriate Field Label (e.g., "Product Screenshot").</li>
 <li>Hit Next.</li>
 <li>Leave the default permissions and hit Next. </li>
 <li>Make sure the Page Layout is checked and hit Save.</li>
</ol>

Salesforce - How to Add Image Field in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e28d673bd5aa8e600e8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup on the top right.</li>
 <li>Search for Network Access in the Quick Find. You will find it under Security.</li>
 <li>Click on New.</li>
 <li>In the Start IP Address and End IP Address fields, define the allowed IP address range (in CIDR notation, e.g., 192.168.1.0/24).</li>
 <li>Enter a descriptive label for the IP range (e.g., "Allowed Login IPs").</li>
 <li>Finally, hit Save.</li>
</ol>

Salesforce - How to Add IP Address in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e41d673bd5aa8e60338/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup in the Salesforce navigation bar.</li>
 <li>Go to the Object Manager.</li>
 <li>Locate the object that contains the lookup field you want to filter. Click on the object name. (Eg. Cases.)</li>
 <li>Click on Fields &amp; Relationships.</li>
 <li>Hit New.</li>
 <li>Find the lookup field you want to add a filter to and click on its name.</li>
 <li>Hit Next.</li>
 <li>Select the object your Lookup Field is related to and hit Next.</li>
 <li>Provide an appropriate label</li>
 <li>Hit Next.</li>
 <li>Keep the default options as it is and hit Next on more time.</li>
 <li>Keep the default value the same again and hit Next one last time.</li>
 <li>Hit Save.</li>
 <li>Hit Save.</li>
</ol>

Salesforce - How to Add Lookup Fields in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e70d673bd5aa8e605a6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top right and click on the Edit (Pen) Symbol in the Navigation bar.</li>
 <li>Click on Add More Items.</li>
 <li>Select All in the Available Items.</li>
 <li>Select the item you want to add in the Navbar.</li>
 <li>Hit Add Nav Items button.</li>
 <li>And hit Save.</li>
 <li>You will see a success message once the item is added.</li>
</ol>

Salesforce - How to Add Navigation Items in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e74d673bd5aa8e6061c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the record where you want the note added. (Leads, Opportunities, Contacts, Accounts etc.)</li>
 <li>Find the Notes in the right column.</li>
 <li>Click on New to create a new note.</li>
 <li>Add a title for your note (optional but recommended for clarity).</li>
 <li>Type the content of your note with rich text formatting options.</li>
 <li>Attach relevant files (documents, images, etc.) if needed.</li>
 <li>Click on Done to save the note.</li>
 <li>You will recieve a success message saying your note is created.</li>
 <li>Additionally, you can add the note to other records from here.</li>
 <li>Look for the record (Eg. Opportunity) you want to add the note to.</li>
 <li>Click on Add.</li>
</ol>

Salesforce - How to Add Notes in Salesforce

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<h2>Guide</h2>

<ol>
 <li>Navigate and click on Opportunities in the menubar on top.</li>
 <li>Locate the specific Opportunity record where you want to add the line items.</li>
 <li>Find and click on Quotes in the right column.</li>
 <li>Click on the existing quote in the Quotes quick preview box.</li>
 <li>If you don't already have a quote, click on New Quote to create one.</li>
 <li>Click on the Add Products button in front of Quote Line Items.</li>
 <li>Select the products to be added to the Quote.</li>
 <li>Input the Quantity.</li>
 <li>Hit Save.</li>
 <li>You can additionally Sync your Quote Line Items to opportunity. Click on the down arrow next to New Opportunity and select Start Sync to do so.</li>
 <li>Hit Continue</li>
 <li>You will get a success message once sync finishes.</li>
</ol>

Salesforce - How to Add Quote Line Items in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ebed673bd5aa8e60cd6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your avatar in the top right corner.</li>
 <li>Select Settings.</li>
 <li>In the Quick Find box, type "Reset" and choose Reset My Security Token (under Personal Information.)</li>
 <li>Click Reset Security Token.</li>
 <li>You will receive your new security token in your inbox. </li>
</ol>

Salesforce - How to Add Security Token to Password in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f37d673bd5aa8e61622/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup in the top right corner.</li>
 <li>In the Quick Find box, type "Users" and select it.</li>
 <li>Click New User: This initiates the user creation process.</li>
 <li>Fill in User Details:</li>
 <li>Check the Generate new password and notify user immediately box.</li>
 <li>Hit Save to create a new user.</li>
 <li>You can also assign additional roles for further permission control.</li>
</ol>

Salesforce - How to Add Users in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f3cd673bd5aa8e61655/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In the Quick Find box, type "App Manager" and click on it.</li>
 <li>From the list of apps, locate the Lightning app where you want to add the utility bar. And Click on options button.</li>
 <li>Click on Edit.</li>
 <li>Click on Utility Items in the left pane.</li>
 <li></li>
 <li>You'll see a list of available components you can add to the utility bar.</li>
 <li>After selecting the item, click Save.</li>
</ol>

Salesforce - How to Add Utility Bar in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fc4d673bd5aa8e62506/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup.</li>
 <li>Search for “Data Export” in the Quick Find bar in the left column.</li>
 <li>Select the Data you want to export.</li>
 <li>Hit Start Export.</li>
 <li>You can do a One-time Export to backup once or Schedule Export for recurring backup needs</li>
 <li>You'll receive an email notification when the export is complete.</li>
</ol>

Salesforce - How to Back Up Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fd9d673bd5aa8e626b6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Profile icon on the top right and select Settings.</li>
 <li>Search for "My Email to Salesforce" in the Quick Find box and select it.</li>
 <li>You will see your acceptable Email Addresses in the text field.</li>
 <li>You also get to see the Email to Salesforce Address. Copy this for BCCing emails.</li>
 <li>Select Automatically assign them to related <a target="_blank" rel="noopener noreferrer nofollow" href="http://salesforce.com">salesforce.com</a> records.</li>
 <li>Hit Save.</li>
 <li>You will get a success prompt saying you setting is saved.</li>
 <li><ul><li>Use your preferred email client (e.g., Gmail, Outlook) to compose your email.</li><li>In the BCC field, include the Salesforce BCC address you obtained in Step 4.</li></ul></li>
</ol>

Salesforce - How to BCC Emails to Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a302bd673bd5aa8e62bf4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup in the top right corner.</li>
 <li>In the Quick Find box, type "Object Manager" and select it.</li>
 <li>In the top right corner, click the Create button.</li>
 <li>Select Custom Object from the dropdown menu.</li>
 <li>Label: Give your object a clear name (e.g., Project).Plural Label: Define the plural form of the label (e.g., Projects).</li>
 <li>Hit Save.</li>
 <li>Configure Additional items like “Object Classification” and “Deployment Status”.</li>
 <li>Finally, hit Save again.</li>
</ol>

How to build business data models in salesforce

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<h2>Guide</h2>

<ol>
 <li>Go to the Opportunities tab.</li>
 <li>Locate the specific opportunity you want to modify.</li>
 <li>Look for the Opportunity Owner field in the details section.</li>
 <li>Click the dropdown arrow next to the current owner's name and select who you want to assign.</li>
 <li>A checkbox for Send Notification Email might be available.</li>
 <li>Click on Change Owner to finalize the transfer of ownership.</li>
</ol>

Salesforce - How to Change Opportunity Owner in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3287ab56e05a00fd628b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the avatar icon on the top right.</li>
 <li>And select Settings from the dropdown.</li>
 <li>In the left pane, find Language &amp; Time Zone.</li>
 <li>Click on Time Zone to reveal a dropdown.</li>
 <li>And select the time zone you want.</li>
 <li>You will get a success message saying, "Your settings have been successfully saved."</li>
</ol>

Salesforce - Change Time Zone

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a329aab56e05a00fd641a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the Gear icon on the top right of the screen.</li>
 <li>Select Setup from the dropdown.</li>
 <li>Search for "API" in the quick find menu and find API under Integrations.</li>
 <li>Click on Generate Enterprise WSDL on the API WSDL page.</li>
 <li>Hit Generate on the next page.</li>
 <li>You can find the API version to your Salesforce Account over here.</li>
</ol>

Salesforce - Check api version

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<h2>Guide</h2>

<ol>
 <li>Head over to the Gear icon on the top right of the screen.</li>
 <li>Select Setup from the dropdown.</li>
 <li>The Setup page will open in a new tab. Navigate to Company settings on the left pane.</li>
 <li>Find and click on Company Information listed here.</li>
 <li>You will be taken to the company information page where you can find all organization details listed.</li>
 <li>You can find your Salesforce version listed in front of Organization Edition.</li>
</ol>

Salesforce - Salesforce version

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<h2>Guide</h2>

<ol>
 <li>Navigate to the Flow Builder under Setup. </li>
 <li>Click the flow label or name to open it in the Flow Builder.</li>
 <li>Locate the "Save As" option within the Flow Builder interface</li>
 <li>Select A New version</li>
 <li>Hit Save</li>
</ol>

Salesforce - How to Clone a Flow in Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a32e9ab56e05a00fd6a98/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to Reports.</li>
 <li>Click on the report you want to clone.</li>
 <li>Click on the down arrow beside the Edit button.</li>
 <li>Select Save As from the dropdown.</li>
 <li>Provide a relevant Name to the cloned report and hit Save.</li>
</ol>

Salesforce - how to clone a report in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a32f5ab56e05a00fd6c45/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top right, click on the Gear icon and select Setup from the dropdown.</li>
 <li>Search and select App Manager in the Quick search bar.</li>
 <li>Select the app you use. And select Edit from the options.</li>
 <li>Go to App Options in the left sidebar.</li>
 <li>Enable the Checkbox that says Clear workspace tabs for each new console session under App personalisation Settings.</li>
 <li>Lastly, hit Save.</li>
</ol>

How to close all tabs in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3319ab56e05a00fd70b8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to Setup on the top right.</li>
 <li>Search for Flows under Process Automation in the Quick Find menu.</li>
 <li>Click New Flow and choose a flow type.</li>
 <li>For example, Record Triggered Flow.</li>
 <li>Use the Flow Builder to visually design your automation.</li>
 <li>Choose the Object that triggers the workflow.</li>
 <li>Configure the trigger based on the available options. (Eg. When a record is created)</li>
 <li>Next, enter the Condition Requirements. (Eg. When conditions are met.)</li>
 <li>Add the rest of the Entry Conditions.</li>
 <li>Save the flow and Activate it.</li>
</ol>

How to configure business process flows in salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3333ab56e05a00fd7317/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Aircall CTI.</li>
 <li>Hit the Get It Now button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Aircall salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3344ab56e05a00fd758d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Salesforce to Braze connector.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Braze salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3352ab56e05a00fd765e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to <a target="_blank" rel="noopener noreferrer nofollow" href="https://calendly.com/integration">calendly.com/integration.</a></li>
 <li>Search for Salesforce and click on it.</li>
 <li>Click Add Integration on the Calendly + Salesforce page.</li>
 <li>Hit Connect Salesforce.</li>
 <li>You will get the prompt saying Your Salesforce account is successfully connected!</li>
</ol>

Calendly salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3375ab56e05a00fd79db/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Dialpad for Salesforce.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Dialpad salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3382ab56e05a00fd7b08/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for DocuSign eSignature.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Docusign salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a338dab56e05a00fd7c2e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Events Made Easy (Eventbrite)</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Eventbrite salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33a4ab56e05a00fd7e8c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for <a target="_blank" rel="noopener noreferrer nofollow" href="http://Gong.io">Gong.io</a>.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Gong salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33eaab56e05a00fd84fe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Jotform</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Jotform salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3416ab56e05a00fd886d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Zoominfo. Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install. Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Marketo salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a342aab56e05a00fd8aba/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for NetSuite Integration for Salesforce.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Netsuite salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a343aab56e05a00fd8c14/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Pendo for Salesforce</li>
 <li>Hit the Get it Now button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Pendo salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a344dab56e05a00fd8d86/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Qualtrics - Customer Experience</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Qualtrics salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3455ab56e05a00fd8e44/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Ringcentral for Salesforce.</li>
 <li>Hit the Get It Now button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Salesforce ringcentral integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3459ab56e05a00fd8e7c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for 6sense Sales Intelligence.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

6sense salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a345bab56e05a00fd8ea3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for 8x8 for Salesforce.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

8x8 salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3460ab56e05a00fd8eca/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Adobe Marketo Measure.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Adobe marketo measure salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3465ab56e05a00fd8ef1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Adobe Acrobat Sign eSignature.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Adobe sign salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3469ab56e05a00fd8f19/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Amazon connect CTI.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Amazon connect salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a346eab56e05a00fd8f40/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for AWS Partner CRM Connector.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Salesforce aws integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3471ab56e05a00fd8f67/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Azure Integration.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Salesforce azure integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3474ab56e05a00fd8f8f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Box content cloud.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Box salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3477ab56e05a00fd8fb6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for CloudCall for Salesforce.</li>
 <li>On the App page, click on the Get it now button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Cloudcall salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a347bab56e05a00fd8fdd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for CloudTalk.</li>
 <li>on the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Cloudtalk salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a347cab56e05a00fd8ffb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your Constant Contact account and click on Contacts in the navbar.</li>
 <li>Select Add contacts from the dropdown.</li>
 <li>In the Sync with integrations tile, click on View all integrations.</li>
 <li>Search for Salesforce and click on it.</li>
 <li>Hit Connect.</li>
 <li>And now, you need to Allow Access.</li>
 <li>Your connection is now established.</li>
</ol>

Constant contact salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a347fab56e05a00fd9020/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Cvent Salesforce App.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Cvent salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3482ab56e05a00fd9047/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Datadog for Salesforce.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Datadog salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3486ab56e05a00fd906e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Demandbase (Data and Sales intelligence cloud)</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Demandbase salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3489ab56e05a00fd9096/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Drift for Salesforce.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Drift salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a348dab56e05a00fd90bd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Five9 Adapter for Salesforce.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Five9 salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3490ab56e05a00fd90e5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Formstack - Native form builder.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Formstack salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3493ab56e05a00fd910c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Freshbooks for Salesforce.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Freshbooks salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3496ab56e05a00fd9133/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Gainsight.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Gainsight salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a349aab56e05a00fd915a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for CX Cloud from Genesys.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Genesys salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a349cab56e05a00fd9182/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to<a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/"> Salesforce AppExchange</a> and search for Drive Connect Google Drive File Management.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Salesforce google drive integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a349fab56e05a00fd91a9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Groove Sales Engagement.</li>
 <li>on the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Groove salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a34a3ab56e05a00fd91d0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Highspot Sales Enablement.</li>
 <li>on the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

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