There are many “How To” or “Step-by-Step” tutorials spread throughout ShellBlack.com. This page simply consolidates these instructional pieces into one place. Hopefully these tutorials will help you explore some native areas of Salesforce.com that you may not have had an opportunity to check out – many of which are covered in the Salesforce.com Administrator Exam
- Configuring Web-to-Lead
- Setting up Security
- Using Stay-in Touch Requests
- Creating HTML Emails
- Setting up a Self-Service Portal
- Leverage Opportunity Record Types to load Budget or Plan numbers
- How to launch a report from any record using Custom Links
- How to merge duplicate Accounts and Contacts (de-dup records)
- How to prevent duplicate records during the Lead Conversion process
- How to use Excel to identify how many duplicate Contacts are in your Salesforce.com instance
- How to export ALL your data out of Salesforce - including images, documents and attachments
- How to set up Workflow Rules – criteria, actions and set time delays
- How to install and use the Salesforce plugin for MS Word so you can and create Mail Merge Templates
- How to enable and use Mass Mail Merge to create hundreds of Word docs for a mailing in just a few clicks.






