• WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Field Service Solutions
      • Field Service for Enterprises
      • Field Service for SMBs
    • AI/ML Solutions
      • Agentic AI
    • NetSuite Consulting Services
    • App Development
  • HOW WE DO
    • Delivery Model
    • Our Works
    • Events
      • Employee Empowerment Series
      • Employee Engagement Series
      • Knowledge Sharing Sessions
  • REACH US
    • Contact Us
    • Careers
  • BLOG
    • WHO WE ARE
    • WHAT WE DO
      • Salesforce
        • Implementations
          • Sales Cloud
          • Service Cloud
          • CPQ
        • Developments
          • Salesforce Customization
          • Custom Application Development
          • AppExchange Product Development
        • Migrations
          • Classic to Lightning Migration
          • Other Systems to Salesforce Migration
        • Integrations
      • Field Service Solutions
        • Field Service for Enterprises
        • Field Service for SMBs
      • AI/ML Solutions
        • Agentic AI
      • NetSuite Consulting Services
      • App Development
    • HOW WE DO
      • Delivery Model
      • Our Works
      • Events
        • Employee Empowerment Series
        • Employee Engagement Series
        • Knowledge Sharing Sessions
    • REACH US
      • Contact Us
      • Careers
    • BLOG
  • [email protected]
  • (+91) 44-49521562
Merfantz - Salesforce Solutions for SMEs
Merfantz - Salesforce Solutions for SMEs
  • WHO WE ARE
  • WHAT WE DO
    • Salesforce
      • Implementations
        • Sales Cloud
        • Service Cloud
        • CPQ
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • Field Service Solutions
      • Field Service for Enterprises
      • Field Service for SMBs
    • AI/ML Solutions
      • Agentic AI
    • NetSuite Consulting Services
    • App Development
  • HOW WE DO
    • Delivery Model
    • Our Works
    • Events
      • Employee Empowerment Series
      • Employee Engagement Series
      • Knowledge Sharing Sessions
  • REACH US
    • Contact Us
    • Careers
  • BLOG

Salesforce Admin Tutorial

How do we Track Email In Salesforce?

  • September 6, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
When we send an e-mail from Salesforce, a copy of our message is logged as a task record on the Activity History related list of related records. In past,...
Continue Reading

How to Create Custom Report Types in Salesforce

  • August 30, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Custom report types in salesforce allows us to build framework in the report wizard when creating custom reports. Creating a Custom Report Type involves selecting the standard and custom...
Continue Reading

How to Enable Autocomplete on Standard Address Fields in Salesforce

  • August 23, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Autocomplete on Standard Addresses, this features is most helpful on the standard Salesforce fields to reduce the time of typing on the address fields. Users can enter text on...
Continue Reading

How to Find Vulnerabilities and Security check in Salesforce

  • August 23, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Security is the key priority for any of the business, to be aware of the potential security vulnerabilities and protect our Salesforce data. The Health Check to identify and...
Continue Reading

How to setup the password policies in Salesforce

  • August 5, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Salesforce login password policies are those setting different salesforce login settings to provide high security settings like password expire days, specifying the time range to login for all users,...
Continue Reading

How to Setup the language in Salesforce

  • July 30, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Language settings and its importance in Salesforce We are all know , Salesforce is being used across the globe and we are all using different language to communicate, Salesforce...
Continue Reading

How to Setup the Emails-to-Salesforce feature in Lightning

  • July 26, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
When we send email from external email applications, we can use Email to Salesforce to automatically relate those emails to our Salesforce leads, contacts, opportunities, and other specific Salesforce...
Continue Reading

How to Enable the Inline Editing for Reports in Salesforce

  • July 19, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Keep the data in our reports and object records up to date while saving time and clicks. When the source data for a report gets out of date, it’s...
Continue Reading

How to create custom Email template in Salesforce

  • July 9, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Creating email templates in Salesforce is easy and can save a huge amount of time. It Helps to increase productivity and ensure consistent messaging. Email templates with merge fields...
Continue Reading

How to Configure State and Country/Territory Picklists in Salesforce

  • July 2, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
State and Country Picklists in Salesforce is one of the helpful feature to use. It let users select states and countries from predefined, standardized lists, instead of entering them...
Continue Reading

How to Enable delegation Management in Salesforce

  • June 25, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
The delegation user management shares our tasks to the users that are not assigned with the system administrator. The system administrator will do delegated user management in salesforce. By...
Continue Reading

How to Monitoring the Login History in the Salesforce Org

  • June 21, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Introduction: A Salesforce administrator may view and monitor all login attempts within his organization. Salesforce Login History makes this possible. This short article will walk admin users through the...
Continue Reading

Posts pagination

Previous 1 … 7 8 9 … 24 Next

Search

Categories

✨ Salesforce Admin Tutorial

✨ Salesforce Developments Tutorial

✨ Salesforce News

✨ SFDC FREE Training

Salesfore Training Course

Salesforce Admin Training Part I

✨ Salesforce Intro
✨ Creation field and objects
✨ Formula field and Field Mapping
✨ Object relation
✨ Junction Object
✨ Tab with Object
✨ Type of Buttons

Salesforce Admin Training Part II

✨ User creation
✨ Profile Setup
✨ Sharing Rules
✨ OWD
✨ Record Level Access

Salesforce Admin Training Part III

✨ Field Update
✨ Validation
✨ Process Builder
✨ Time Based Work Flow
✨ Visual flows

Salesforce Development Training

✨ Page Creation
✨ Apex Class Creation
✨ SOQL basics
✨ Trigger Creation
✨ Test Class Creation
✨ Component Creation
✨ Batch Class Creation
✨ Lightning Basics

Recent Posts

  • Salesforce: Setup Passkey For Users
  • Case Study: How a Manufacturing Company Improved Sales with Salesforce
  • How to Integrate Salesforce with Your Website or App
  • How to Automate Workflows in Salesforce: Step-by-Step Guide
  • Top 5 Mistakes to Avoid During Salesforce Implementation

Recent Posts

Salesforce Passwordless Login: How to Set Up Passkeys
Salesforce: Setup Passkey For Users September 10, 2026
How a Manufacturing Company Improved Sales with Salesforce
Case Study: How a Manufacturing Company Improved Sales with Salesforce September 1, 2026
How to Integrate Salesforce with Your Website or App August 25, 2026
How to Automate Workflows in Salesforce: Step-by-Step Guide August 18, 2026
Top 5 Mistakes to Avoid During Salesforce Implementation August 11, 2026

Categories

  • Agentforce
  • Field Service Management
  • Merfantz Developments
  • Salesforce
  • Salesforce Admin Tutorial
  • Salesforce Agentforce
  • Salesforce Consulting
  • Salesforce Consulting Services
  • Salesforce CPQ
  • Salesforce Development & Implementation
  • Salesforce Developments Tutorial
  • Salesforce Integration
  • Salesforce Lightning
  • Salesforce Migration
  • Salesforce Releases & News
  • Salesfore Training Course
  • SFDC Training Part I
  • SFDC Training Part II
  • SFDC Training Part III
  • SFDC Training Part IV
  • Uncategorized

Tags

#MachineLearning agentforce CRM Implementation Customer Relationship Management Customized Salesforce Implementation Data Management Einstein AI Fieldax Field Service Management lightning web component LWC Merfantz Features Salesforce Salesforce Administration Salesforce Agentforce Salesforce analytics Salesforce automation salesforce batch apex class Salesforce best practices Salesforce Consulting Salesforce CRM Salesforce Customization Salesforce data management Salesforce Development Salesforce Development & Implementation Salesforce Development Services Salesforce experts Salesforce Features Salesforce Implementation Salesforce Implementation Services Salesforce Integration Salesforce Integration Companies Salesforce Lightning Salesforce Lightning Components Salesforce Lightning Development Salesforce Migration Salesforce optimization Salesforce Outsource Salesforce Project Management salesforce sales cloud Salesforce tips Salesforce Tutorial SFDC Implementation Visualforce Workflow Automation
Merfantz Technologies is a leading Salesforce consulting firm dedicated to helping small and medium enterprises transform their operations and achieve their goals through the use of the Salesforce platform. Contact us today to learn more about our services and how we can help your business thrive.

Discover More

Terms and Conditions
Privacy Policy
Cancellation & Refund Policy
Information Security Policy

Contact Info

  • No 96, 2nd Floor, Greeta Tech Park, VSI Industrial Estate, Perungudi, Chennai 600 096, Tamil Nadu, INDIA
  • (+91) 44-49521562
  • [email protected]
  • 9:30 IST - 18:30 IST

Latest Posts

Salesforce Passwordless Login: How to Set Up Passkeys
Salesforce: Setup Passkey For Users September 10, 2026
How a Manufacturing Company Improved Sales with Salesforce
Case Study: How a Manufacturing Company Improved Sales with Salesforce September 1, 2026
How to Integrate Salesforce with Your Website or App August 25, 2026

Copyright @2023 Merfantz Technologies, All rights reserved