Salesforce has the ability to place custom links on the Sidebar of the Home page that allows a user to navigate to an internal or external page with just one click. These custom...
Launchpads let users quickly access the information they need. Use the Launchpad Lightning web component to add links to Lightning pages on mobile and desktop. Salesforce introduce Launch Pad...
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...
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,...
In salesforce we can override the standard buttons likes New, Edit, View and Delete Button. We can customize button in salesforce classic, lightning, and salesforce mobile.Depends the environment, we can override...
By using split view in Salesforce Lightning, we can see a list view and a record side by side. To move on to a new record, select it from...