Before you record
- Use a sandbox or developer org with sample data.
- Emails, phone numbers (turn on the optional phone category) and card numbers are blurred automatically. Customer names aren't; Alt+click them.
Record your Salesforce walkthrough
- Open the record or setup page.
- Record
the process: creating an opportunity, building a report, editing a page layout.
- Zoom
on field names and buttons in the dense Lightning UI.
- Smart Edit
to cut page loads.
Turn it into a written Salesforce guide
Lightning's buttons and fields have clear labels, so guide steps read well ("Click New Opportunity", "Type in the Amount field").
Tips for Salesforce recordings
- Turn on Phone numbers in Settings → Privacy blur for CRM recordings.
- Record admin tasks at 1280–1440 px window width so text stays readable.