Overview of Macros in Salesforce

What is the purpose of Macros in Salesforce? A macro is a set of instructions that tells the system how to complete a task. When a user runs a macro, the system performs each instruction. Macros help your team save time and add consistency. Users can run macros for the below reasons, To complete repetitive…


How to Create Cross Filter in Salesforce Report

Cross Filter Salesforce Report Use cross filters to include or exclude records in your report results based on related objects and their fields.Cross filters are available in both Lightning Experience and Salesforce Classic. Cross filters that you create in Lightning Experience work in Salesforce Classic, and vice versa. Lets Create the report like “Account without…


How to Disable the Feed Edit in Salesforce

Disable Edit Feed Post By default, all users who are assigned a profile that has the feed post editing permissions enabled can edit their posts and comments. If needed, you can disable feed post editing for all users in your organization, regardless of their assigned user profile. We can also shut off post and comment…


How to Enable Emotions in Salesforce

Enable Emoticons Emoticons let your users add expressions like a smiley face to their posts and comments by typing a character combination. Emoticons aren’t supported in the Salesforce app. From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. In the Emoticons in Feed section, select Allow Emoticons. Salesforce supports these character combinations in posts and comments.…


How to Pin Post in Salesforce Through User Profile

Permission to Pin Post  These steps guide you through assigning the Pin Posts in Feeds permission through a user profile. Before you assign the Pin Posts in Feeds permission, enable post pinning for your org. Go to Setup > Chatter Settings, and select Allow post pinning. Assign the Pin Posts in Feeds permission in Setup. In Setup,…


How to Control Chatter Access in Salesforce

Chatter Access When Salesforce turns on Chatter profile-based rollout for your organization, it adds the Enable Chatter permission to your existing user profiles and permissions sets. Enable Chatter is automatically enabled for all standard profiles. It’s also automatically enabled for custom profiles when any of these user-level permissions are enabled manually or as part of…


Object Management Setting in Salesforce Lightning

Object Management Salesforce lets you customize your object model with features like custom fields, page layouts, and validation rules. Most objects are available from the Object Manager in Setup. Standard Objects and Custom Objects A standard object, such as Account or Contact, comes out of the box with your Salesforce organization. A custom object is an object that…


How to Manage the Recently Viewed List in Lightning Experience

Recently Viewed Display As a Salesforce admin, you can customize the Recently Viewed list that appears on the home page for most standard and custom objects. Choose and order the fields to display so that your users see the information that’s most important for your company. For most list views, your users can select which…


How to Access Salesforce Data in Offline

Access Data in the Salesforce App while Offline Offline access is possible when caching and Offline Edit is enabled for users. When a user initially logs into Salesforce, the cache is empty as no records have been accessed yet from the app. However, the most recently accessed records can be populated into the cache by…


How to Prevent the Switch to Classic Option to Particular User

Disabling Switch to Classic  In general you can switch lightning Experience to Classic by clicking the option Switch to Salesforce Classic In Salesforce we can setup the user to use only Lightning Experience. To implement the same follow the below step, Step 1 : Go to Setup Step 2 : Enter Profile in Quick find…


How to Allow External Users to Report on Tasks and Events

Follow the below steps to give access to your portal and community users to report on tasks and events. Step 1 : From Salesforce Setup, access the Object Manager. Step 2 : Access Tasks or Events, depending on which objects you need to give access to. Step 3 : Click Fields & Relationships  Step 4 : Click Public Field Step 5…


How to Activate Multiple Currency in Salesforce

Currency Setup In Salesforce, you can specify which currencies your organization uses, and individual users can apply specific currencies to their settings based on where they do business. By default, Salesforce organizations use a single currency. Once you set the required currency locale in your company settings, all currency values on records display in that…


What is Territory Management and How to Enable it

Territory management Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. To Enable Territory Management Step 1 : Go to Setup Step 2 : Enter Territories in…


How to Turn On/Off Lightning Experience in Salesforce

Turn On/Turn Off Lightning experience In Salesforce we can turn on or turn off lightning experience whenever we want it. Follow the below steps to turn on/off lightning experience Step 1 : Login into Salesforce and switch to classic  Step 2 : Go to Setup Step 4 : Click Get Started Button which is available under…


How to add Chatter Group Members using Data Loader

Adding mass chatter group members using Data Loader To add mass members in a particular group via data loader we need prepare a .csv file with the below details, Group Id (CollaborationGroupId- The Group id where you want to add the users) User Id (MemberId – The Users Id whom you want to add in…


How to Setup Forecast in Salesforce Lightning

Forecast Setup 1. From Setup, enter Forecasts Settings in the Quick Find box and select Forecasts Settings. 2. Select Enable forecasts and click Save. Add a Forecasts Tab In Setup, type App Manager in the Quick Find box and select App Manager. For the Sales app, click the down arrow and select Edit.  Click Navigation Items and choose Forecasts. You might want to reposition it so it’s near…


How to Create an Authentication Provider

You choose which auth providers can access your Salesforce org from Setup. With a few clicks, you can add the option to log in with one or more social accounts. Here’s how to set up Facebook as an auth provider. From Setup, enter Auth in the Quick Find box, then select Auth. Providers. Click New, then select Facebook for the provider type. Name…


How to Enable Forecasts to Particular User

In Salesforce we can enable the Forecasts to User. Follow the below steps to enable the setup Step 1 : Go to Setup Step 2 : Enter User in Quick Findbox Step 3 : Select Users Step 4 : Click Edit Next to User Step 5 : Enable the Allow Forecasting Checkbox Step 6 : Click Save…


How to Setup Account Teams in Salesforce

Account Teams Account Teams help multiple users to better collaborate on accounts by defining a role for each team member, setting record-level access individually, and viewing teams in list views and reports. When enabled, the account teams feature is available in Salesforce Lightning, Salesforce Classic, and the mobile app. Users may prepare default account teams…


How to Allow User to Delete Accounts Using Permission Set

User Delete Accounts Using Permission Set From Setup, enter Permission Set in the Quick Find box and select Permission Sets. Click New and complete the Create screen. Label: Delete Accounts Description: Grants Delete Accounts Permission License: Salesforce Platform Click Save. In the Apps section, click Object Settings and select Accounts. Click Edit and select the Delete checkbox under Object Permissions. Note: Edit and Read will be automatically checked. Click Save and select Manage Assignments. Click Add…