How to Use Einstein Search in Salesforce
Einstein Search improves upon the traditional Salesforce Global Search feature by delivering results tailored to each user’s specific needs. It enables Salesforce users to update records that are returned by…
How to Create Custom Settings in Salesforce
The Custom Settings are similar to Objects with one major benefit being they don’t need to be queried using SOQL. They create and manage custom data at the organization, profile,…
How to send Custom Notification from Salesforce
Salesforce offers an easy way to notify a user, such as a record owner, team members, etc. We do not need to write a single line of code to build…
How do we Track Email In Salesforce?
When we send an e-mail from Salesforce, a copy of our message is logged as a task record on the Activity History related list of related records. In past, it…
How to Create Custom Report Types in Salesforce
Custom report types in salesforce allows us to build framework in the report wizard when creating custom reports. Creating a Custom Report Type involves selecting the standard and custom objects…
How to Enable Autocomplete on Standard Address Fields in Salesforce
Autocomplete on Standard Addresses, this features is most helpful on the standard Salesforce fields to reduce the time of typing on the address fields. Users can enter text on standard…
How to Find Vulnerabilities and Security check in Salesforce
Security is the key priority for any of the business, to be aware of the potential security vulnerabilities and protect our Salesforce data. The Health Check to identify and fix…
How to setup the password policies in Salesforce
Salesforce login password policies are those setting different salesforce login settings to provide high security settings like password expire days, specifying the time range to login for all users, number…
How to Setup the language in Salesforce
Language settings and its importance in Salesforce We are all know , Salesforce is being used across the globe and we are all using different language to communicate, Salesforce supports…
How to Setup the Emails-to-Salesforce feature in Lightning
When we send email from external email applications, we can use Email to Salesforce to automatically relate those emails to our Salesforce leads, contacts, opportunities, and other specific Salesforce records.…
How to Enable the Inline Editing for Reports in Salesforce
Keep the data in our reports and object records up to date while saving time and clicks. When the source data for a report gets out of date, it’s not…
How to create custom Email template in Salesforce
Creating email templates in Salesforce is easy and can save a huge amount of time. It Helps to increase productivity and ensure consistent messaging. Email templates with merge fields let…