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How to Create Custom Report Types in Salesforce

  • August 30, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Custom report types in salesforce allows us to build framework in the report wizard when creating custom reports. Creating a Custom Report Type involves selecting the standard and custom...
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How to Enable Autocomplete on Standard Address Fields in Salesforce

  • August 23, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Autocomplete on Standard Addresses, this features is most helpful on the standard Salesforce fields to reduce the time of typing on the address fields. Users can enter text on...
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How to Find Vulnerabilities and Security check in Salesforce

  • August 23, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Security is the key priority for any of the business, to be aware of the potential security vulnerabilities and protect our Salesforce data. The Health Check to identify and...
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How to setup the password policies in Salesforce

  • August 5, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Salesforce login password policies are those setting different salesforce login settings to provide high security settings like password expire days, specifying the time range to login for all users,...
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How to Setup the language in Salesforce

  • July 30, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Language settings and its importance in Salesforce We are all know , Salesforce is being used across the globe and we are all using different language to communicate, Salesforce...
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How to Setup the Emails-to-Salesforce feature in Lightning

  • July 26, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
When we send email from external email applications, we can use Email to Salesforce to automatically relate those emails to our Salesforce leads, contacts, opportunities, and other specific Salesforce...
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How to Enable the Inline Editing for Reports in Salesforce

  • July 19, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Keep the data in our reports and object records up to date while saving time and clicks. When the source data for a report gets out of date, it’s...
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How to create custom Email template in Salesforce

  • July 9, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Creating email templates in Salesforce is easy and can save a huge amount of time. It Helps to increase productivity and ensure consistent messaging. Email templates with merge fields...
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How to Configure State and Country/Territory Picklists in Salesforce

  • July 2, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
State and Country Picklists in Salesforce is one of the helpful feature to use. It let users select states and countries from predefined, standardized lists, instead of entering them...
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How to Enable delegation Management in Salesforce

  • June 25, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
The delegation user management shares our tasks to the users that are not assigned with the system administrator. The system administrator will do delegated user management in salesforce. By...
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How to Monitoring the Login History in the Salesforce Org

  • June 21, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Introduction: A Salesforce administrator may view and monitor all login attempts within his organization. Salesforce Login History makes this possible. This short article will walk admin users through the...
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How to restrict delete for profiles in salesforce

  • June 14, 2021
  • Merfantz Author
  • Salesforce Admin Tutorial
Profiles define how users access objects and data, and what we can do within the application. When we create users, we assign a profile to each one. Our org...
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