How To Edit More Fields In The Report Page With Expanded Inline Editing In Salesforce
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 come…
How To Protect Your Data with Salesforce Backup and Restore
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 a…
How to Set Themes and Branding in Salesforce
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 our…
How to Use Sales Dialer Telephony Features in Salesforce
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 a…
How to create Domain keys Identified Mail(DKIM KEYS)
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 authentication that allows…
How to Create a Opportunity Pipeline in Salesforce
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 opportunities…
How to Create and Use Lightning Email Template Builder in Salesforce
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 can…
How to Create and Use Scoping Rules in Salesforce
Scoping rules let control the default records that your users see based on the criteria that we select. We can set…
How to Deactivate and Freeze a User in Salesforce
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 user…
How to Display Toast Notifications in Salesforce Lightning Web Component
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 small…
How to Setup Entitlement and Milestone in Salesforce
Entitlements and Milestones help the team keep track of which cases need immediate attention by defining appropriate service levels and outlining…
How to Use Send List Email Button in Salesforce Lightning
A list email allows to email an individual email to each recipient in a list instead of one email to the…