ADMIN
Setup VS Code in Salesforce!
Enable these settings to access a web version of VS Code complete with Salesforce plug-ins and extensions pre-installed.
899 viewsWatch ›
Resources
How-tos, on video.
Walkthroughs from our channel, built in real orgs, start to finish. Salesforce now, Asana shortly.
New guideHow to set up Salesforce in Claude (Claudeforce)Requirements, joining the beta, every admin step, and answers to the questions teams ask first.Read the guide ›
REPORTS
Create a URL-Driven Salesforce Activity Report
The foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button.
1.7K viewsWatch ›
FLOW
Tracking How Many Times an Opportunity is Pushed!
Create a simple counter that tracks how many times an opportunity has been pushed, then a dashboard nobody wants to top.
1.3K viewsWatch ›
FLOW
How to Access LinkedIn Profiles from Your Salesforce Leads
A ten-minute walkthrough that opens a lead’s LinkedIn profile from inside the lead record, using a record-triggered Flow.
3.8K viewsWatch ›
EXPLAINER
21 Knots Salesforce Solutions
A one-minute explainer on what we do and who we do it for.
189 viewsWatch ›
ADMIN
How to Download All the Files in Your Salesforce Org
Data Export doesn’t download files and neither does Data Loader. Construct the URLs automatically and pull every file down.
16K viewsWatch ›
FLOW
Get Custom Salesforce Notifications on Your Phone!
A Flow built from Decision, Assignment and Action elements that pings your phone when an opportunity is within seven days of closing.
1.0K viewsWatch ›
BUILD
Get your Twitter Feed on your Salesforce Login Page!
A Visualforce page and a little elbow grease puts your feed in the right-hand pane of the Salesforce login page.
960 viewsWatch ›
BUILD
Generate a PDF!
Ever wanted to generate a PDF from a Salesforce object? Build a quick Visualforce page that does exactly that.
21K viewsWatch ›
FLOW
Send Birthday Greetings via Flow (i.e. Automatically!)
Automating birthday greetings, start to finish. A fun one that covers scheduled Flows end to end.
9.8K viewsWatch ›
BUILD
Collecting Data From A Web Form
Collecting data from any web form and pushing it into Salesforce.
5.7K viewsWatch ›
FLOW
Entering a Timesheet Using a Salesforce Screen Flow
Digging into Screen Flows: collect data, perform operations, and automate a business process your team actually uses.
7.9K viewsWatch ›
BUILD
Creating a Project Management App, Part 2
Part two sets the app up for real use: sharing settings, the Lightning app and navigation, and URL-driven report configuration.
11K viewsWatch ›
BUILD
Creating a Project Management App, Part 1
Build a simple project management app with both a Project and a Timesheet object, so you can track time against the work.
37K viewsWatch ›
REPORTS
Add Color to Your Reports
Add red, yellow and green traffic-light images to a Salesforce report using a formula field.
8.1K viewsWatch ›
ADMIN
Creating a Free Salesforce Instance with Sample Data
A little-known trick: spin up a free Salesforce instance pre-loaded with sample data, based on an Einstein Analytics org.
3.9K viewsWatch ›