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...
We are all know that web tabs are not supported in salesforce1 mobile app, so we are gonna create a visualforce page to achieve our requirement. So in this...
In Salesforce we can convert the leads based on Lead’s Field Value. To set up this we can use the below validation rules. In this example we used the...
In Salesforce we can reset the login password without resetting it. We can achieve this through developer console. Follow the below steps to change the password, Step 1 :...
Salesforce makes it extremely easy to generate PDF documents on the fly by simply using the renderAs=”pdf” attribute for the <apex:page> component. It’s also a snap to attach these...