How to Control Community Membership in Salesforce
Control Membership Use profiles to lock down your data so that external users see only what you want them to see. You certainly don’t want to give access to malicious users. A user who appears to be a customer can be a reaver (or, as they say on Earth, a hacker) in disguise. Profiles help…
How to Create Communities in Salesforce
Communities Communities are a great way to share information and collaborate with people outside your company who are key to your business processes, such as customers, partners, or employees. To enable Communities for your org, you provide a community domain name. The community domain collects all your communities under one URL. Typically, your community domain…
How to Use Feed Filters in Salesforce Case Object
Feed Filters Feed filters make it easy for support agents to see all updates of one type, such as all call logs or all email messages, when working with cases in Case Feed. By using filters, agents can find the information they need more quickly, without having to browse through each case event. Adding Filters…
How to Setup Salesforce Connect in Salesforce
Salesforce Connect Salesforce Connect is a framework that enables you to view, search, and modify data that’s stored outside your Salesforce org. For example, perhaps you have data that’s stored on premises in an enterprise resource planning (ERP) system. Instead of copying the data into your org, you can use external objects to access the…
How to Create Rollup Summary Fields in Salesforce
Roll up Summary Roll-up summary fields are based on master-detail relationships, it’s useful to review object relationships before creating a roll-up summary field. There are a few different types of summaries you can use. Type Description COUNT Totals the number of related records. SUM Totals the values in the field you select in the Field to…
How to Mass Transfer Records from One User to Another
Mass Transfer : Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another. Follow the below steps to mass transfer records, Step 1 : From Setup, enter Mass Transfer Records in the Quick find Box, then select Mass Transfer Records. Step 2 : Click the link…
How to Validate the Lead Record When Click the Convert Button in Salesforce
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 custom field as “Lead Qualified” is equal to “Yes” Step 1 : Go to Setup Step 2 : Click Object Manager Step 3 : Select Lead…
How to Create Report for Opportunity Field History Changes Details in Salesforce
Usually, we have to enable the Field History for knowing the Prior value of the each fields. But, Salesforce provide the excellent feature to know the Field Values changed history for Opportunity Object. Go to the Reports tab and click on New Report. Select the Report Type as Opportunities. Expand it and select Opportunity History from the drop down list. Click on Create. …
How to Change Salesforce User Login Password Through Developer Console
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 : Click user drop down option Step 2 : Select the Developer Console Step 3 : Click Debug option Step 4 : Open Execute Anonymous Window(Ctrl +…
How to Create a Global Quick Actions in Salesforce
Global Quick Actions In Salesforce we can add global actions to any page that supports actions, like the Home page, the Chatter tab, object pages, and custom Lightning app pages. For example, add a Log a Call action to global layouts to let users record call details right from a Chatter thread. From Setup, enter Actions in…
How to Check API Usage in Salesforce
Step 1: As an Administrator, go to the Setup link at the top of the screen Step 2: Click on the “Company Information” link under “Administration Setup” and “Company Profile” in the side navigation Step 3: Your API Request usage is on the Organization Detail page Note: if you don’t see the API Requests number,…
How to Attach/Preview a PDF in Salesforce
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 PDFs to records as Attachments. Below is a small Visualforce page and Controller that generates a PDF and saves it to an Account. PDF Generator Visualforce…
How to Create a Report Based on Field History Tracking in Salesforce
To Create a report based on field history tracking you must set field track history to the object. To know more about field history tracking setup Click How to Enable Field History Tracking in Salesforce After enabling History Tracking, a button will appear in the fields section that will allow individual fields to be selected. Report…
What is an Email service in Salesforce
Email services are automated processes that use Apex classes to process the contents, headers, and attachments of inbound email. You can associate each email service with one or more Salesforce-generated email addresses to which users can send messages for processing. The general template to create the apex class for the email services is: global class…
What is Identity Verification History in Salesforce
Identity Verification History Use Identity Verification History to monitor and audit up to 20,000 records of your org users’ identity verification attempts from the past six months. For example, suppose that two-factor authentication is enabled when a user logs in. When the user successfully provides a time-based, one-time password as proof of identity, that information…
How to Stop Approval Process Email to a Particular User
In Salesforce we can stop the approval process email from user setup. Follow the below steps to stop the approval emails to a particular user. Step 1 : Go to Setup Step 2 : Enter User in Quick Find Box Step 3 : Click User which you want to restrict the approval email Step 4…
What is the Storage Limits for Sandbox
A sandbox is a copy of your organization in a separate environment, you can use for a variety of purposes, such as testing and training. The following limits apply to sandboxes. You can refresh or delete a full sandbox 29 days after you created or last refreshed it. You can refresh or delete a Partial…
Overview of User’s My Settings in Salesforce
My Settings In Salesforce personal settings are located in My Settings. Step 1 : At the top of any Salesforce page, click the down arrow next to your name.Depending on your organization’s user interface settings, you should see either Setup or My Settings in the menu. Sep 2 : From the menu under your name, click Setup or My Settings. Step 3 :…
How to Enable Salesforce Offline Settings
Offline Settings Securely cache data from Salesforce for Android and iOS to mobile devices. This means faster viewing of previously-accessed records, access to cached data while offline, persistence of users’ app settings, and better overall performance. If caching is disabled, Salesforce for Android and iOS caches only the minimum data required to maintain the current…
How to Add/Change the Help Text in Salesforce Lightning
Help Text Field-level help lets you provide help text detailing the purpose and function of any standard or custom field. You can define custom help text for your organization’s fields to provide users with a helpful description for any field on all detail and edit pages where that field displays. Follow the below steps to…