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...
Field History Tracking You can select certain fields to track and display the field history in the History related list of an object. The Field history data is retained...
Request an Email Log With email logs, you can easily monitor emails sent through Salesforce in the last 30 days. It’s a cinch to request a new log at...
Set the email addresses that receive notifications when your Apex code encounters unhandled exceptions. Emails can be sent to your Salesforce org’s users and to external email addresses. Salesforce...
Go to Setup –> Build –> Create –> Workflows and Approval Process –> Workflow Rules. 2. Click “New Rule”. 3. Select Object and click “Next” button. 4. Enter Name,...
In Account we have two fields called Field X and Field Y . We just want to check the below criteria and need to show the appropriate results. The criteria is:...
Scenario : “ Account should has at least one opportunity otherwise, prevent to change the account type ” Step 1: Create the field in Account object. Step 2: Choose...
In the context of Salesforce.com, the term round robin frequently comes into play when assigning Lead or Case records to users. For example, you might have five sales reps...
If you are looking the solution for below questions, please read this post and it will helps you. How to Find the Merged Account in Salesforce? How to email...