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Salesforce Platform Quick Tips: Find What You Need Fast

Want to drive efficiency? Watch efficiently-short videos to learn how.

 
 
Watch Trailblazers share their one-minute tips on how to get the most from the Salesforce Platform. Each Quick Tips video will give you instructions on topics from automation and UI optimization to troubleshooting and driving efficiency. Learn more about the Quick Tips series.

Topics in this playlist:

 

How to Use Einstein Search — Part 1

Find what you’re looking for fast with AI-enabled search.
 
Aleksandra Radovanovic
Salesforce Solution Architect

How to Use Einstein Search — Part 2

Make finding information even faster with AI-enabled searched with this simple shortcut.
 
Aleksandra Radovanovic
Salesforce Solution Architect
 

How to Access Popular Items in a Single Click

Use less clicks and access the information you need quickly.
 
Ellie Matthewman
Senior Salesforce Developer

How to Make Key Information Easier to Find

Ensure your users don’t miss key account information by drawing attention to it with rich text.
 
Ellie Matthewman
Senior Salesforce Developer
 

See more Quick Tips topics

Salesforce Platform Quick Tips

Improve User Experience and Engagement

Salesforce Platform Quick Tips: Improve User Experience and Engagement
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Salesforce Platform Quick Tips

Automate Key Processes

Salesforce Platform Quick Tips: Automate Key Processes

Salesforce Platform Quick Tips

Solve Errors Quickly

Salesforce Platform Quick Tips: Solve Errors Quickly

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