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Salesforce Developments Tutorial

Salesforce Blog | Salesforce Simple Tutorial > Salesforce Developments Tutorial

How to create custom link on sidebar in Salesforce

  • February 19, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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...
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How to create our own Lightning launch pad in salesforce

  • January 29, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning
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...
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How to Schedule the Send Email in Salesforce Lightning?

  • November 26, 2020
  • Merfantz Author
  • Customer Benefits, Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce News, Salesforce Tips
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...
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How to Place Related List Quick Links in Salesforce Lightning

  • October 28, 2020
  • Merfantz Author
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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...
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How to Configure Salesforce in Outlook

  • October 16, 2020
  • Merfantz Author
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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....
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How to Assigning custom Lightning Record Pages

  • October 1, 2020
  • Merfantz Author
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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...
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How to attach files to Report Subscriptions in Salesforce

  • September 24, 2020
  • Merfantz Author
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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...
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How to move Bulk Reports and Dashboard to another folder using Metadata API

  • September 10, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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...
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How to Merge Duplicate Accounts in Salesforce Classic and Lightning

  • September 10, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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...
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How to Implement Path in Salesforce Lightning

  • September 3, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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,...
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How to override the Salesforce New Button

  • August 27, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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...
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How to Create the Split view in Salesforce Lightning

  • August 19, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning, Salesforce Tips
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...
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