As sales reps send emails to leads and contacts, they can schedule the emails so that they arrive at the most optimal time. Set up Scheduled Email in Lightning...
How to Change Related List view in Salesforce Lightning
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November 23, 2020
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Merfantz Editor
Records in Salesforce include details and links to other related records. Salesforce Classic displays related records in lists that appear at the bottom of the page. If we see...
How to Turn Off Salesforce Classic
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November 19, 2020
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Merfantz Editor
In salesforce we are able to switch Lightning to classic as well classic to Lightning. This feature helps us to switch whenever we want to get into one user...
How to add more Buttons in Lightning Record Page
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November 13, 2020
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Merfantz Editor
Generally, while working in lightning and classic experience we may have observed one thing that if the record detail page contains more than 3 buttons those are visible in...
How to Enable Dynamic Actions in Salesforce
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November 5, 2020
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Merfantz Editor
Dynamic Forms And Dynamic Actions is the next step in the evolution of Lightning record pages in Lightning Experience Salesforce. Summer ‘20 is a particularly exciting release for Salesforce...
How to Place Related List Quick Links in Salesforce Lightning
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October 28, 2020
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Merfantz Editor
We are familiar with salesforce classic, but after transitioning to lightning we missed some feature. One of the awesome feature is Child Related list quick links on record detail...
How to Configure Salesforce in Outlook
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October 16, 2020
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Merfantz Editor
Salesforce for Outlook is an app we are going to install in our Outlook email client to help to keep the data in sync between our org and Outlook....
How to Assigning custom Lightning Record Pages
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October 1, 2020
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Merfantz Editor
What we can do with Lightning Record Page Assignments ? Is your custom record page ready for your users? Use the Activation function inside the Lightning App Builder to...
How to attach files to Report Subscriptions in Salesforce
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September 24, 2020
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Merfantz Editor
when the user wants to subscribe to a report, the user needs to click on the subscribe button in the report run page and if the user wants to...
How to move Bulk Reports and Dashboard to another folder using Metadata API
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September 10, 2020
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Merfantz Editor
We know how to change reports and dashboard folder manually. That’s very easy. But that would not work in case of bulk amount of reports and dashboard folder migration...
How to Merge Duplicate Accounts in Salesforce Classic and Lightning
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September 10, 2020
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Merfantz Editor
Keeping our CRM free from duplicate contacts is an industry best practice – it helps prevent mismatched records, skewed data analytics and lessens our team confusion. Even better, it...
How to Implement Path in Salesforce Lightning
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September 3, 2020
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Merfantz Editor
A path gives reps a visual representation of the stages required for working through a sales process in Salesforce Lightning. The Path component is used on the opportunity, lead,...