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Salesforce Admin Tutorial

How to Add the holidays in Salesforce

  • February 25, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Holidays let us specify the dates and times our customer support team is unavailable. After We create a holiday, We can associate it with business hours to suspend business...
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How to create custom link on sidebar in Salesforce

  • February 19, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
Salesforce has the ability to place custom links on the Sidebar of the Home page that allows a user to navigate to an internal or external page with just one click. These custom...
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How to Activate Session-Based Permission Set through Flow in Salesforce

  • February 12, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
We are aware of permission sets and also how it is helpful in Salesforce. But are we know what is session-based permission set and how can we activate this...
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How to Share a snapshot of a Dashboard in Salesforce Lightning

  • February 5, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
Some time we want to share the Dashboard with other users, but due to restriction we can’t give users to dashboard access nor add him/her to the dashboard list. So the...
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How to create our own Lightning launch pad in salesforce

  • January 29, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce Developments Tutorial, Salesforce Lightning
Launchpads let users quickly access the information they need. Use the Launchpad Lightning web component to add links to Lightning pages on mobile and desktop. Salesforce introduce Launch Pad...
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How to Enable Separate Loading Related lists in Salesforce

  • January 20, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Salesforce Lightning, If we have detail pages that have a large number of related list records, we might be experiencing page load slowness and usability issues. Advantage of...
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How to attach a file to an email template in Salesforce

  • January 7, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Salesforce by using the Email Alert we can send the emails to whomever we want. For the email alert we need any one of the Email templates to...
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How to send email attachments as link or attachment in Salesforce

  • January 4, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
This Blog will explain how to edit the attachment settings for your emails in our organization to send as a file or as links. Recipients who subsequently click on...
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How to add Fields on Recently Viewed List

  • December 24, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial
When we click a tab in Salesforce, we will see default columns / fields from records recently viewed. For most list views, But users can select which fields to...
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How to Enable/Disable the Attach File Button

  • December 24, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial
We all know a Salesforce feature that it provided Notes & Attachment related list in Salesforce objects. The related list having 3 buttons such as New Note, Attach File...
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How to personalize the navigation bar for Specific app

  • December 10, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial
Help users get the most out of personalized navigation by upgrading our Classic apps to lightning apps. Users can’t personalize the navigation bar of Classic apps in Lightning Experience....
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How to set Details page to be default view in Lightning

  • December 4, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Lightning Experience, when we open a record, in the Tabs section, We would like to change the default tab that is visible when the record is opened. For...
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Comprehensive Overview of Salesforce Agent-Force Platform
Comprehensive Overview of Salesforce Agent-Force Platform June 12, 2025
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Salesforce GraphQL: Revolutionizing Data Queries in CRM June 6, 2025
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Unlocking the Power of Dynamic Forms in Salesforce Lightning App Builder May 29, 2025

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