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...
How to Place Related List Quick Links in Salesforce Lightning
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October 28, 2020
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Merfantz Editor
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...
How to Configure Salesforce in Outlook
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October 16, 2020
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Merfantz Editor
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....
How to Enable Out-of-office Message in Salesforce
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October 8, 2020
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Merfantz Editor
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...
How to Assigning custom Lightning Record Pages
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October 1, 2020
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Merfantz Editor
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...
How to attach files to Report Subscriptions in Salesforce
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September 24, 2020
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Merfantz Editor
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...
How to move Bulk Reports and Dashboard to another folder using Metadata API
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September 10, 2020
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Merfantz Editor
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...
How to Merge Duplicate Accounts in Salesforce Classic and Lightning
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September 10, 2020
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Merfantz Editor
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...
How to Implement Path in Salesforce Lightning
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September 3, 2020
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Merfantz Editor
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,...
How to override the Salesforce New Button
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August 27, 2020
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Merfantz Editor
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...
How to Create the Split view in Salesforce Lightning
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August 19, 2020
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Merfantz Editor
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...
How to add Visualforce page Tab in Salesforce1 Mobile App
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August 12, 2020
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Merfantz Editor
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...