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Merfantz Author

Salesforce Blog | Salesforce Simple Tutorial > Articles by: Merfantz Author

What is CPQ in salesforce?

  • November 15, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
CPQ           It stands for configure, price, quote. The software generates quotes quickly and is accessed by the sales team immediately based on the customer’s...
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Lead Management With Salesforce CRM

  • November 8, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
Lead Management Salesforce CRM has Marketing, sales, and service applications. Lead management with Salesforce CRM is one of the main keys to improving business. It helps to get more...
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How To Edit More Fields In The Report Page With Expanded Inline Editing In Salesforce

  • July 27, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
Inline Editing in Reports The limitations around list views, as well as a huge demand to improve native reporting capabilities, did make inline editing within Salesforce reports a dream...
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How To Protect Your Data with Salesforce Backup and Restore

  • July 15, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
Salesforce Backup and Restore Salesforce backup and restore, protect your organization from permanent data loss and corruption by automatically generating backups. Create backup policies and restore data in just...
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How to Set Themes and Branding in Salesforce

  • July 8, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
Themes and Branding We can customize themes & brand in the Salesforce org with the “Themes and Branding” features. We can use salesforce built-in themes or we can create...
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How to Use Sales Dialer Telephony Features in Salesforce

  • May 20, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
Sales Dialer Use Sales Dialer to access telephony features without ever leaving Salesforce. Make and receive calls, add call notes, and log call information with ease. It just takes...
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How to create Domain keys Identified Mail(DKIM KEYS)

  • April 29, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
DomainKeys Identified Mail DomainKeys Identified Mail, or DKIM, is a technical standard that helps protect email senders and recipients from spam, spoofing, and phishing.  It is a form of email...
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How to Create a Opportunity Pipeline in Salesforce

  • April 4, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
What is a Pipeline? The Pipeline in Salesforce is a visual representation of the stages in your sales process. It should help your sales team quickly see how many...
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How to Create and Use Lightning Email Template Builder in Salesforce

  • March 17, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
This is a new tool that is introduced with the Winter ’21 release. Use it to Create an Email Template Builder faster and more easily with visual tools. Users...
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How to Create and Use Scoping Rules in Salesforce

  • March 10, 2022
  • Merfantz Author
  • Salesforce Lightning
                  Scoping rules let control the default records that your users see based on the criteria that we select. We can...
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How to Deactivate and Freeze a User in Salesforce

  • January 18, 2022
  • Merfantz Author
  • Salesforce Admin Tutorial
Deactivate a User in Salesforce, the Admin can manage all the Salesforce users and the access they have to your Salesforce org.  This includes the process of deactivating a...
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How to Display Toast Notifications in Salesforce Lightning Web Component

  • December 29, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Lightning Web component(LWC) can send a toast notification that pops up to alert users of success, error, or warning. A toast provides simple feedback about an operation in a...
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