salesforce Manuals & User Guides

salesforce More Flexible HR Software Owner’s Manual

February 4, 2025

salesforce More Flexible HR Software Built on salesforce With flair, you can manage your workforce smoothly – without complex and time-consuming workarounds. Our flexible, Salesforce-native HR and recruiting platform can…

Microsoft Outlook and Salesforce in Sync Instructions

October 23, 2022

Microsoft Outlook and Salesforce in Sync © Copyright 2000–2022 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other names and marks. Other marks…

salesforce SOAP API Developer Guide

April 30, 2021

opentext 242-000049-001 Content Management for Salesforce User Guide

January 2, 2025

opentext 242-000049-001 Content Management for Salesforce Fast track the integration of Salesforce® with best-in-class Enterprise Content Management (ECM) to content-enable your critical customer relationship management platform processes they need to…

leapwork Salesforce Automation Instructions

December 21, 2022

Salesforce Automation Instruction Manual Salesforce Automation Guide Get started with test automation for Salesforce Introduction Salesforce is a popular CRM system that helps sales, commerce, marketing, service and IT teams…

Getting Started with Salesforce DevOps Center and Elements.cloud

Implementation Guide

A comprehensive guide to implementing Salesforce DevOps Center, detailing core DevOps principles, the implementation lifecycle, migration strategies from Change Sets, and integration with Elements.cloud for enhanced business analysis, metadata management,…

Salesforce Messaging Smart Buyer's Guide

Buyer's Guide

A comprehensive buyer's guide to help businesses select the optimal SMS messaging application for Salesforce, ensuring efficient communication and sustained growth.

Salesforce Knowledge Global Search and Replace V2.0 Quick Start Guide

quick start guide

A quick start guide to installing and using the Salesforce Knowledge Global Search and Replace utility (V2.0) for mass text updates in knowledge articles. Learn about features, configuration, and operational…

Developing Mobile Applications with Salesforce Mobile SDK: A Comprehensive Technical Guide

Technical Guide

This guide provides a comprehensive overview of developing mobile applications using the Salesforce Mobile SDK. It covers architecture, features, development setup, data synchronization, authentication, performance optimization, and testing strategies for…

AI for CRM: A Comprehensive Field Guide to Artificial Intelligence in Customer Relationship Management

Guide

Explore how Artificial Intelligence (AI) is transforming Customer Relationship Management (CRM) with Salesforce Einstein. This guide covers AI fundamentals, its impact on sales, service, marketing, IT, and commerce, and challenges…

Salesforce Time Tracking Permission Set Guide

Guide

Comprehensive guide on managing Salesforce Time Tracking permission sets, including assignment procedures, custom permission set creation, and a detailed list of granted permissions.