FieldAx Fieldax helps Organisations effectively manage work carried out on location. Fieldax uses the World’s leading Force.com cloud platform to deliver secure Cloud based job management. Cloud Computing Cloud...
What is Web Tab? Custom Web tabs display any external web-based application or web page in a Salesforce tab. You can design Web tabs to include the sidebar or...
Feed Tracking: Using Feed Tracking, users can see updates for records they follow in their Chatter feed. We can track only up to 20 fields per object. The following...
Permission Set Permission sets allow you to create a set of permissions for assignment to users. For example, you can assign the Edit Case Comments, Manage Cases, and Edit...
In Salesforce we can rename the standard fields label, Follow the below steps to achieve this, 1.Go to Setup –> Build –> Customize –> Tab Names and Labels –>...
In Salesforce we can create chatter post from process builder. Follow the below steps to create a chatter post. Information: The below example is for creating a chatter post...
Follow these steps to export data using the wizard. From Setup, enter Data Export in the Quick Find box, then select Data Export and Export Now or Schedule Export. The Export Now option prepares your files for export immediately. This...
Follow the below steps to Import data using Data Import Wizard. Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. Review the information provided...
What is Manual Sharing? Manual sharing allows users to grant one-off access to their individual records for users, roles, and public groups. It is available: To the record owners,...
Opportunity Split: Opportunity Splitting it is possible to split credit for an Opportunity across multiple users. Reports can also be created using these information. Go to Setup –>...
App Exchange AppExchange is the Salesforce store. It’s your marketplace for all things Salesforce, including apps, Lightning components, and more. What does this mean to you? Think of AppExchange as...
Salesforce platform provides a handy tool called Schema Builder so you can see your entity relationship model in action. From Setup, search for Schema Builder in the Quick Find...