How to create custom link on sidebar in Salesforce

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 links can…


How to create our own Lightning launch pad in salesforce

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 standard…


How to Schedule the Send Email in Salesforce Lightning?

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 Experience…


How to add more Buttons in Lightning Record Page

Generally, while working in lightning and classic experience we may have observed one thing that if the record detail page contains more than 3 buttons those are visible in classic…


How to Place Related List Quick Links in Salesforce 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 page.…


How to Configure Salesforce in Outlook

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. Its…


How to Enable Out-of-office Message in Salesforce

An out-of-office message is an automatic response to work communications when you are away from the office. Using your email or messaging service, you can set up an automatic response…


How to Assigning custom Lightning Record Pages

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 get…


How to attach files to Report Subscriptions in Salesforce

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 attach…


How to move Bulk Reports and Dashboard to another folder using Metadata API

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 from…


How to Merge Duplicate Accounts in Salesforce Classic and Lightning

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 means…


How to Implement Path in Salesforce Lightning

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, campaign,…