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...
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...
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...
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...
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...
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...
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....
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...
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...
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...
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...
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,...