How to Create the Survey in Salesforce

Salesforce Surveys enables us to create forms using a simple editor within Salesforce Org. The customer or user feedback we capture is stored in Salesforce, readily displayed as reports and dashboards. Salesforce Survey is available in Health Cloud & Financial Service Cloud otherwise its paid.  To Create Survey : First we have to Enable the…


How to start a flow on schedule in Salesforce

Scheduled Flows were released in Winter ‘20. Scheduled Flows are flows that are scheduled to run on a specific date and time either once or daily or weekly. To have the scheduled flow run for a batch of records, specify the object and the filter conditions that each record must meet. Let’s get started that How to…


How to setup the Web To Case in Salesforce

Customers give service request in different ways to get their solutions .Web to case is one of the easiest way to get the online request from customer. Through this you can generate an HTML file from Salesforce and add to your company web site. So that your customers can send you service request from your…


How to Clone the Record With Related List in Salesforce by Using Standard Button

We all know the “Clone with Product” button In Salesforce Classic. But, Salesforce released “Clone with Related” for Salesforce Lighting on Feb-2020. It helps to reduce our development. let’s get started that How to Activate the Clone with Related Button? The “Clone with Related” action makes it simple to create recurring opportunities and campaigns. The…


How to setup Email to case in Salesforce

Go to setup -> Enter Email-to-Case and click on Click Continue Click edit and enable the Email-to-Case and Select the option based on below image and click on save Create the New Routing Information Enter the Routing Information and enter the valid Email address and Choosing the Case Origin to Email Save and Generate the…


How to create the Web to Lead in Salesforce

1. Click setup 2. Go to Build and click customize then choose the Lead and click the web-to-Lead 3. Click Create Web-to-Lead Form 4. Selected the Needed fields 5. Enter the return url and click Generate 6. Copy and save the HTML tag’s any where and save the text.html format. 7. Run the HTML file…


How to display the Parent’s Related list into Child Record Page in Lightning

The Parent Record (Account) Related List (Contact Record) was Display on the Child Record(Opportunity). Go to the Object and Open the Record   Click the setup and Click on Edit Page Drag and Drop the Related List–Single from the Lightning Components Option Edit the Page Label Choose the Parent Name (Account Name) Select the parent…


How to Create the Report for User logged History in Salesforce

Create a User Login report  (Classic): From the Reportstab, click New Report.  Go to Select Report Type, select the Administrative Reportsfolder, then click Click Create. From the drop-down next to “Preview,” select Matrixas the Report Format. Drag the groupings you would like to use in your report, dropping the fields on the sections. Include the Login Date After selecting the Login Date field, use…


How to enable chatter for Custom object

Enabling chatter for custom objects helps in sharing record information, tracks the changes of key field. Also here we can @mention any user or groups for giving attention on any specific changes. To enable chatter feed tracking follow the below steps:- Now we are going to enable chatter for a custom object called Expense. Step…


How to take the schema backup for Apex class and Trigger:

The Eclipse will help us to take backup in the production or developer org or sandbox. To install Eclipse à Go to Eclipse webpage and download the related eclipse file for your system and extract the zip file. Refer the eclipse link below. http://www.eclipse.org/downloads/packages/release/helios/sr1/eclipse-ide-java-developers Step 1: Install the Eclipse and Open the Eclipse. Select the…


How to take the Schema Backup for Object Using Eclipse

To install Eclipse : Go to Eclipse web page and download the related eclipse file for your system and extract the zip file. Refer the eclipse link below. http://www.eclipse.org/downloads/packages/release/helios/sr1/eclipse-ide-java-developers Step 1: Install the Eclipse and Open the Eclipse. Select the work-space by selecting the folder you prescribed for the eclipse to store the data. Step…


Difference Between Object and Big Object

  Objects – Objects are database tables that allow us to store data specific to the organization in Salesforce. Two type of objects in Salesforce. They are. Standard Objects: The objects provided by salesforce.com is called standard objects. Examples of standard objects are accounts, contacts, opportunities, Leads, products, campaigns, cases, users, contracts, Report, and dashboards,…


How to Overwrite User’s Personal Tab Customization

In Salesforce every users can customize their tab visibility settings. But admin can overwrite this customization. To achieve this please follow the below steps, Go to Setup Enter Profile in Quick find box Select Profile (Which you want to overwrite the tab customiztion) Original profile user interface—Click Edit next to the profile you want to modify and…


How to Mass Transfer Records from One User to Another

Mass Transfer : Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another. Follow the below steps to mass transfer records, Step 1 : From Setup, enter Mass Transfer Records in the Quick find Box, then select Mass Transfer Records. Step 2 : Click the link…