How to Setup Compliance BCC Email
Set up a compliance BCC email to automatically copy each outgoing email to a compliance email address. Check enable, enter the compliance BCC email address for your organization, and click Save. Step 1 : Go to Setup Step 2 : Enter BCC Step 3 : Select Compliance BCC Email Step 4 : Check enable Step 5 :…
Email Alert for Apex Execution
Apex Exception Email Set the email addresses that receive notifications when your Apex code encounters unhandled exceptions. Emails can be sent to your Salesforce org’s users and to external email addresses. Step 1 : Go to Setup Step 2 : Enter Apex Exception Step 3 : Select Apex Exception Email Step 4 : Click Add Salesforce…
How to Overwrite User’s Personal Tab Customization
In Salesforce every users can customize their tab visibility settings. But admin can overwrite this customization. To achieve this please follow the below steps, Go to Setup Enter Profile in Quick find box Select Profile (Which you want to overwrite the tab customiztion) Original profile user interface—Click Edit next to the profile you want to modify and…
How to Change the Utility Icon in Salesforce
Utility Icon This Icon appears in the Utility bar. We can change this icon from choosing other lightning design system utility icon.Please follow the below steps to change the utility icon. Image of Sales App Utility icon before change as below, Steps to change the icon as below, Go to Setup Enter App in Quick…
How to Resolve and Prevent Duplicate Data in Salesforce
Matching and Duplicate Rules Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup. After matching rules do…
How to Reorder the App Menu in Salesforce
Lightning/Classic As a Salesforce admin, they can change the initial order in which apps appear in the Lightning Experience App Launcher. Users can then reorder their personal view of the App Launcher to their liking. From Setup, enter App Menu in the Quick Find box, then select App Menu. From the list of app menu items, drag the…
How to Upgrade Classic Apps to Lightning Apps
Upgrade App to Lightning You can upgrade a Classic app to a Lightning app in Lightning Experience, enhancing it for your Lightning Experience users with a customized color, logo, utility bar, and additional items like Lightning pages supported in the navigation bar. To Upgrade your App to Lighting follow the below mentioned steps, From the…
How to Add Utility Item in Salesforce
Add a Utility Bar to Lightning Apps The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes and Recent Items. It appears as a fixed footer that users can access to open utilities in docked panels. To add or edit a utility bar…
How to Setup Analytics Features in Salesforce
Show or Hide Data in Thumbnails To turn on preview thumbnails, complete the following steps. From Setup, enter Analytics in the Quick Find box, then select Settings. Select Show preview thumbnails for lenses and dashboards with row level-security enabled. Click Save. Enable Annotations on Dashboard Widgets From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking. Select Analytics Asset. Select Enable…
How to Create a Platform Event and Modify the Object
Platform Event A platform event is a special kind of Salesforce entity, similar in many ways to a custom object. An event message is an instance of a platform event, similar to how a record is an instance of a custom object. Unlike with custom objects, you can’t view event records in the Salesforce user…
How to Use Checkbox Field Type in Formulas
Checkbox in Formulas A checkbox formula is just a logical statement that’s either true or false. If you want to know right away if an account has at least 500 employees on it, for example, you can use a simple checkbox formula. NumberOfEmployees >= 500 If an account has more than or equal to 500…
How to Use Picklist Field Type in Formulas
Picklist in Formulas A picklist field lets you choose a value from a pre-populated list. While you can’t write a formula that returns a picklist as a result, you likely have to reference picklists in your formula fields. Say you need a validation rule that requires a user to fill out an explanation if they…
Chatter Post Content Blocker in Salesforce
Content Blocker We can post anything in chatter and it is created for making collaboration with our co-workers. But, We cant control the content and user can post anything. Merfantz providing excellent plug-in and it will help you to prevent the content. Also, you can activate the rules based user name. Click the video link…
How to Enable Approvals Requests in Chatter
Approval Process An approval process maps the steps for approving a record, like an account, and identifies the person who approves each step. The approval process can send an approval request as a Chatter post. You can create a template for that post to ensure that the same type of data is posted with every…
How to Create a Chatter Post Template for Approval in Salesforce
To create chatter post template follow the below steps, From Setup, enter Post Templates in the Quick Find box, and then click Post Templates. Click New Template. These approvals are for accounts, so select Account and click Next. Enter the name Account Approval Post Template, and describe it as A template for account approval request posts. Make this template the default for all account approval request…
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…