How to Create Rollup Summary Fields in Salesforce

Roll up Summary Roll-up summary fields are based on master-detail relationships, it’s useful to review object relationships before creating a roll-up summary field. There are a few different types of summaries you can use. Type Description COUNT Totals the number of related records. SUM Totals the values in the field you select in the Field to…


How to Create Report for Opportunity Field History Changes Details in Salesforce

Usually, we have to enable the Field History for knowing the Prior value of the each fields. But, Salesforce provide the excellent feature to know the Field Values changed history for Opportunity Object. Go to the Reports tab and click on New Report. Select the Report Type as Opportunities. Expand it and select Opportunity History from the drop down list. Click on Create.  …


How to Create a Global Quick Actions in Salesforce

Global Quick Actions In Salesforce we can add global actions to any page that supports actions, like the Home page, the Chatter tab, object pages, and custom Lightning app pages. For example, add a Log a Call action to global layouts to let users record call details right from a Chatter thread. From Setup, enter Actions in…


How to Check API Usage in Salesforce

Step 1: As an Administrator, go to the Setup link at the top of the screen Step 2: Click on the “Company Information” link under “Administration Setup” and “Company Profile” in the side navigation Step 3: Your API Request usage is on the Organization Detail page Note: if you don’t see the API Requests number,…


How to Create a Report Based on Field History Tracking in Salesforce

To Create a report based on field history tracking you must set field track history to the object. To know more about field history tracking setup Click How to Enable Field History Tracking in Salesforce After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. Report…


What is Identity Verification History in Salesforce

Identity Verification History Use Identity Verification History to monitor and audit up to 20,000 records of your org users’ identity verification attempts from the past six months. For example, suppose that two-factor authentication is enabled when a user logs in. When the user successfully provides a time-based, one-time password as proof of identity, that information…


How to Stop Approval Process Email to a Particular User

In Salesforce we can stop the approval process email from user setup. Follow the below steps to stop the approval emails to a particular user. Step 1 : Go to Setup Step 2 : Enter User in Quick Find Box Step 3 : Click User which you want to restrict the approval email Step 4…


What is the Storage Limits for Sandbox

A sandbox is a copy of your organization in a separate environment, you can use for a variety of purposes, such as testing and training. The following limits apply to sandboxes. You can refresh or delete a full sandbox 29 days after you created or last refreshed it. You can refresh or delete a Partial…


Overview of User’s My Settings in Salesforce

My Settings In Salesforce personal settings are located in My Settings. Step 1 : At the top of any Salesforce page, click the down arrow next to your name.Depending on your organization’s user interface settings, you should see either Setup or My Settings in the menu. Sep 2 : From the menu under your name, click Setup or My Settings. Step 3 :…


How to Enable Salesforce Offline Settings

Offline Settings Securely cache data from Salesforce for Android and iOS to mobile devices. This means faster viewing of previously-accessed records, access to cached data while offline, persistence of users’ app settings, and better overall performance. If caching is disabled, Salesforce for Android and iOS caches only the minimum data required to maintain the current…


How to Add/Change the Help Text in Salesforce Lightning

Help Text Field-level help lets you provide help text detailing the purpose and function of any standard or custom field. You can define custom help text for your organization’s fields to provide users with a helpful description for any field on all detail and edit pages where that field displays. Follow the below steps to…


Importance of Company Information in Salesforce

Company Information Use the Company Information page in Setup to track what’s important about your company’s organization in Salesforce. You can also manage your licenses and entitlements. In sandbox orgs, you can use this page to match provisioned licenses in production to your sandbox organization. The matching process updates your sandbox organization with licenses from…


What is User Management Administration in Salesforce

User Management Administration As a Salesforce administrator, you manage users in your org. Besides creating and assigning users, user management includes working with permissions and licenses, delegating users, and more. As an administrator, you perform user management tasks, such as: Create and edit users Reset passwords Create Google Apps accounts Grant permissions Create and manage…


How to Integrate Gmail to Salesforce

Gmail Integration Options in Salesforce Classic In Salesforce Classic, you can integrate Gmail to Salesforce in the following ways: Gmail to Salesforce Gmail Buttons and Links Gmail to Salesforce Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities,…


How to Configure File Upload and Download Security Settings in Salesforce

To provide more security, control the way some file types are handled during upload and download. To manage file upload and download settings: From Setup, enter File Upload and Download Security in the Quick Find box, then select File Upload and Download Security. Click Edit. To prevent users from uploading files that can pose a security risk, select Don’t allow HTML uploads…


How to Create the Force.com Site in Salesforce

Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password. To set up a Salesforce Site: From Setup, enter Sites in the Quick Find box, then select Sites. Register a custom Salesforce Sites domain for your organization. Create and configure your site. Develop and use Visualforce…


How to Create Lightning App in Salesforce

To Create an App follow the below steps, Create a Custom Object Clickand select Setup. Enter Object Manager in Quick Find, and select Object Manager. Click Create and select Custom Object. Create an object as follows: Label: Lightning Plural Label: Lightnings Record Name: Lightning Name Data Type: Text Under Object Creation Options (available only when custom object is first created), select Launch New Custom Tab Wizard…


How to Set Default Email Signature in Salesforce

Setup Email Signature When we send email using email alert or using classes, we can set default email signature by following methods: Signature Footer. Personal email signature. Signature Footer: We can setup the email signature footer by the following steps, Step 1: To navigate data import wizard (Classic) go to setup à Administer à Email…


What is Schema Builder in Salesforce

Schema Builder Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and understanding complex data models. Step 1 : From Setup, search for and click Schema Builder in the Quick Find box.                     Step 2 : In the…


How to Enable Knowledge User in Salesforce

Knowledge user It Specify which agents in your company are Knowledge users and give them access to article actions. Create user profiles with the user permissions they need, and then assign them to these profiles. To enable Knowledge user follow the below steps, Step 1 : Go to My Settings –> Personal –> Advanced User…