How to Share a snapshot of a Dashboard in Salesforce Lightning

Some time we want to share the Dashboard with other users, but due to restriction we can’t give users to dashboard access nor add him/her to the dashboard list. So the best…


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 Enable Separate Loading Related lists in Salesforce

In Salesforce Lightning, If we have detail pages that have a large number of related list records, we might be experiencing page load slowness and usability issues. Advantage of this…


How to attach a file to an email template in Salesforce

In Salesforce by using the Email Alert we can send the emails to whomever we want. For the email alert we need any one of the Email templates to send…


How to send email attachments as link or attachment in Salesforce

This Blog will explain how to edit the attachment settings for your emails in our organization to send as a file or as links. Recipients who subsequently click on the…


How to add Fields on Recently Viewed List

When we click a tab in Salesforce, we will see default columns / fields from records recently viewed. For most list views, But users can select which fields to display…


How to Enable/Disable the Attach File Button

We all know a Salesforce feature that it provided Notes & Attachment related list in Salesforce objects. The related list having 3 buttons such as New Note, Attach File and…


How to personalize the navigation bar for Specific app

Help users get the most out of personalized navigation by upgrading our Classic apps to lightning apps. Users can’t personalize the navigation bar of Classic apps in Lightning Experience. Check…


How to set Details page to be default view in Lightning

In Lightning Experience, when we open a record, in the Tabs section, We would like to change the default tab that is visible when the record is opened. For example:…


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 Change Related List view in Salesforce Lightning

Records in Salesforce include details and links to other related records. Salesforce Classic displays related records in lists that appear at the bottom of the page. If we see the…


How to Turn Off Salesforce Classic

In salesforce we are able to switch Lightning to classic as well classic to Lightning. This feature helps us to switch whenever we want to get into one user interface…