We all know the “Clone with Product” button In Salesforce Classic. But, Salesforce released “Clone with Related” for Salesforce Lighting on Feb-2020. It helps to reduce our development. let’s...
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...
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....
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...
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...
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...
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...
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...
Objects – Objects are database tables that allow us to store data specific to the organization in Salesforce. Lets see!!! How Object and Big Object Important to Your...
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...
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...