How to setup Email to case in Salesforce
Go to setup -> Enter Email-to-Case and click on Click Continue Click edit and enable the Email-to-Case and Select the option based on below image and click on save Create the New Routing Information Enter the Routing Information and enter the valid Email address and Choosing the Case Origin to Email Save and Generate the…
How to create the Web to Lead in Salesforce
1. Click setup 2. Go to Build and click customize then choose the Lead and click the web-to-Lead 3. Click Create Web-to-Lead Form 4. Selected the Needed fields 5. Enter the return url and click Generate 6. Copy and save the HTML tag’s any where and save the text.html format. 7. Run the HTML file…
How to display the Parent’s Related list into Child Record Page in Lightning
The Parent Record (Account) Related List (Contact Record) was Display on the Child Record(Opportunity). Go to the Object and Open the Record Click the setup and Click on Edit Page Drag and Drop the Related List–Single from the Lightning Components Option Edit the Page Label Choose the Parent Name (Account Name) Select the parent…
How to Create the Report for User logged History in Salesforce
Create a User Login report (Classic): From the Reportstab, click New Report. Go to Select Report Type, select the Administrative Reportsfolder, then click Click Create. From the drop-down next to “Preview,” select Matrixas the Report Format. Drag the groupings you would like to use in your report, dropping the fields on the sections. Include the Login Date After selecting the Login Date field, use…
How to enable chatter for Custom object
Enabling chatter for custom objects helps in sharing record information, tracks the changes of key field. Also here we can @mention any user or groups for giving attention on any specific changes. To enable chatter feed tracking follow the below steps:- Now we are going to enable chatter for a custom object called Expense. Step…
How to take the schema backup for Apex class and Trigger:
The Eclipse will help us to take backup in the production or developer org or sandbox. To install Eclipse à Go to Eclipse webpage and download the related eclipse file for your system and extract the zip file. Refer the eclipse link below. http://www.eclipse.org/downloads/packages/release/helios/sr1/eclipse-ide-java-developers Step 1: Install the Eclipse and Open the Eclipse. Select the…
How to take the Schema Backup for Object Using Eclipse
To install Eclipse : Go to Eclipse web page and download the related eclipse file for your system and extract the zip file. Refer the eclipse link below. http://www.eclipse.org/downloads/packages/release/helios/sr1/eclipse-ide-java-developers Step 1: Install the Eclipse and Open the Eclipse. Select the work-space by selecting the folder you prescribed for the eclipse to store the data. Step…
Difference Between Object and Big Object
Objects – Objects are database tables that allow us to store data specific to the organization in Salesforce. Two type of objects in Salesforce. They are. Standard Objects: The objects provided by salesforce.com is called standard objects. Examples of standard objects are accounts, contacts, opportunities, Leads, products, campaigns, cases, users, contracts, Report, and dashboards,…
How to Overwrite User’s Personal Tab Customization
In Salesforce every users can customize their tab visibility settings. But admin can overwrite this customization. To achieve this please follow the below steps, Go to Setup Enter Profile in Quick find box Select Profile (Which you want to overwrite the tab customiztion) Original profile user interface—Click Edit next to the profile you want to modify and…
How to Mass Transfer Records from One User to Another
Mass Transfer : Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another. Follow the below steps to mass transfer records, Step 1 : From Setup, enter Mass Transfer Records in the Quick find Box, then select Mass Transfer Records. Step 2 : Click the link…