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...
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...
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....
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...
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....
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...
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....
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...
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...
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...
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...
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...