Critical Updates in Salesforce Salesforce periodically releases updates that improve the performance, logic, and usability of Salesforce, but may affect your existing customizations. When these updates become available, Salesforce lists them in Setup...
Chatter Group Create public, private, and unlisted Chatter groups to collaborate with your teams and work together on projects. Follow the steps to create chatter group, Step 1 :...
Mass Update Addresses Mass Update Addresses is used to update the country/territory or state/province field on all records with a standard address field. These include addresses on: accounts, contacts,...
What is Organization-Wide Addresses? An organization-wide email address associates a single email address to a user profile. Each user in the profile can send email using this address. Users...
What is Web Tab? Custom Web tabs display any external web-based application or web page in a Salesforce tab. You can design Web tabs to include the sidebar or...
Feed Tracking: Using Feed Tracking, users can see updates for records they follow in their Chatter feed. We can track only up to 20 fields per object. The following...
Permission Set Permission sets allow you to create a set of permissions for assignment to users. For example, you can assign the Edit Case Comments, Manage Cases, and Edit...
In Salesforce we can rename the standard fields label, Follow the below steps to achieve this, 1.Go to Setup –> Build –> Customize –> Tab Names and Labels –>...
In Salesforce we can create chatter post from process builder. Follow the below steps to create a chatter post. Information: The below example is for creating a chatter post...
Follow these steps to export data using the wizard. From Setup, enter Data Export in the Quick Find box, then select Data Export and Export Now or Schedule Export. The Export Now option prepares your files for export immediately. This...
Follow the below steps to Import data using Data Import Wizard. Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. Review the information provided...
What is Manual Sharing? Manual sharing allows users to grant one-off access to their individual records for users, roles, and public groups. It is available: To the record owners,...