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…
How to Add and Remove Permission Set License Assignments Faster in Salesforce
Assign multiple users to a permission set license together or by removing multiple users all at once. On each permission set license detail page,…
How to Tune Dashboards with Dynamic Gauge Charts in Salesforce
Dynamic Gauge Charts are awesome to track your performance and business goals, but your business is always changing. With dynamic gauge charts, no longer tied to…
How to Implement Salesforce Path in Lightning
Salesforce Path Salesforce Path is a visualization tool, used on objects, to help guide users along a Path to a final destination. Path is only available in Salesforce Lightning. It provides…