Object Management Salesforce lets you customize your object model with features like custom fields, page layouts, and validation rules. Most objects are available from the Object Manager in Setup....
Recently Viewed Display As a Salesforce admin, you can customize the Recently Viewed list that appears on the home page for most standard and custom objects. Choose and order...
Access Data in the Salesforce App while Offline Offline access is possible when caching and Offline Edit is enabled for users. When a user initially logs into Salesforce, the...
Disabling Switch to Classic In general you can switch lightning Experience to Classic by clicking the option Switch to Salesforce Classic In Salesforce we can setup the user to...
Follow the below steps to give access to your portal and community users to report on tasks and events. Step 1 : From Salesforce Setup, access the Object Manager. Step 2 : Access...
Currency Setup In Salesforce, you can specify which currencies your organization uses, and individual users can apply specific currencies to their settings based on where they do business. By...
Territory management Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce...
Turn On/Turn Off Lightning experience In Salesforce we can turn on or turn off lightning experience whenever we want it. Follow the below steps to turn on/off lightning experience...
Adding mass chatter group members using Data Loader To add mass members in a particular group via data loader we need prepare a .csv file with the below details,...
Forecast Setup 1. From Setup, enter Forecasts Settings in the Quick Find box and select Forecasts Settings. 2. Select Enable forecasts and click Save. Add a Forecasts Tab In Setup, type App Manager in the Quick Find...
You choose which auth providers can access your Salesforce org from Setup. With a few clicks, you can add the option to log in with one or more social...
In Salesforce we can enable the Forecasts to User. Follow the below steps to enable the setup Step 1 : Go to Setup Step 2 : Enter User in Quick...