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Salesforce Admin Tutorial

How to Create Lightning App in Salesforce

  • November 27, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
To Create an App follow the below steps, Create a Custom Object Clickand select Setup. Enter Object Manager in Quick Find, and select Object Manager. Click Create and select Custom Object. Create an object as follows:...
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How to Set Default Email Signature in Salesforce

  • November 26, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Setup Email Signature When we send email using email alert or using classes, we can set default email signature by following methods: Signature Footer. Personal email signature. Signature Footer:...
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What is Schema Builder in Salesforce

  • November 26, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Schema Builder Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and understanding complex data models. Step 1 : From...
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How to Enable Knowledge User in Salesforce

  • November 26, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Knowledge user It Specify which agents in your company are Knowledge users and give them access to article actions. Create user profiles with the user permissions they need, and...
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What is Queue in Salesforce

  • November 26, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Queue Queues allow groups of users to manage a shared workload more effectively. A queue is a location where records can be routed to await processing by a group...
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How to Create and Refresh Sandbox in Salesforce

  • November 22, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Sandbox A sandbox is a copy of your organization in a separate environment, you can use for a variety of purposes, such as testing and training. Sandboxes are completely...
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How to Setup Home Page Layout in Salesforce

  • November 22, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Follow the below steps to customize home page layout. Step 1 : Go to Setup Step 2 : Enter Home in Quick Find box and Select Home Page Layouts...
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How to Create Custom Tab Style in Salesforce

  • November 22, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Go to Documents tab. Add a image less than 20 KB in size. Check “Externally Available Image” checkbox without fail. Go to App setup –> Create –> Tabs and...
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How to Customize Tab in Salesforce

  • November 22, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Salesforce we can customize tabs as per our requirements. Follow the below steps to customize tabs. Step 1 : Click All Tabs + Button on the top right corner...
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Cross-Origin Resource Sharing (CORS) in Salesforce

  • November 19, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Salesforce, add the origin serving the code to a CORS whitelist. If a browser that supports CORS makes a request to an origin in the whitelist. Salesforce returns...
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How to Expire All Users Password in Salesforce

  • November 19, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Salesforce we can setup expire all users password at a time. Step 1 : Go to Setup Step 2 : Enter Expire All Passwords in Quick Find Box Step...
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Importance of Remote Site Setting in Salesforce

  • November 19, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Remote Site Setting Before any Apex callout can call an external site, that site must be registered in the Remote Site Settings page, or the callout fails. Salesforce prevents calls...
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Transforming Invoice Processing with OCR: Seamless Integration of 900+ Transactions into Sage July 31, 2025
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Agentforce for Hotels: Always-On AI Guest Service Power
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