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Salesforce Admin Tutorial

How to Manage Critical Updates in Salesforce

  • October 11, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Salesforce periodically releases updates that improve the performance, logic, and usability of Salesforce, but may affect your existing customizations. When these updates become available, Salesforce lists them in Setup...
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How to Download Login History in Salesforce

  • October 9, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Salesforce Admins can monitor all login attempts for their org and enabled portals or communities. The Login History page shows up to 20,000 records of user logins for...
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How to Setup Tab Access to Profiles

  • October 8, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Tab settings specify whether a tab appears in the All Tabs page or is visible in a tab set. 1.From Setup enter Profiles in the Quick Find box, then select Profiles 2.Select a...
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How to Restrict Multiple IP Address in Salesforce

  • October 4, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile and click its name. 3. In the profile overview page, click Login IP Ranges. 4. Specify allowed IP addresses...
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Session Timeout Settings at Profile Level in Salesforce

  • October 1, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Salesforce you can manage session timeout at profile level. Salesforce has provided this option in their winter 15 release. Earlier (before winter 15) we had only option to...
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How to Create an App in Salesforce Lightning

  • September 27, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Follow the below steps to create an app in salesforce Lightning From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder. Click New. Select App Page, and then click Next....
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How to Use Approval Process Without Clicking on Submit Button

  • August 1, 2017
  • Merfantz Editor
  • Salesforce Admin Tutorial
Here, we provide wonderful concept of approval process in Fieldax & Field Service Management Salesforce. High priority task needs to approve by Major Role User whenever changes made in...
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How to Auto Sync Quote to Opportunity for Customer Approval

  • August 1, 2017
  • Merfantz Editor
  • Salesforce Admin Tutorial
The default Syncing feature in Quote is used to update customer products from Quote to Opportunity automatically. You need to click ‘Start Sync‘ button then what are the products...
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Business Process Built on Standard Salesforce Objects and Create a New Process

  • August 1, 2017
  • Merfantz Editor
  • Salesforce Admin Tutorial
Here, we defined different type of business process available in salesforce. Refer the below points which is helpful to understand the standard process in salesforce. In standard object has...
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To Modify Task Composer on Activity Tab in Lightening

  • August 1, 2017
  • Merfantz Editor
  • Salesforce Admin Tutorial
We faced the issue ‘To add Call Result field on Task Composer in Lightening‘. By default, student (custom object) does not include ‘call result‘ field on task composer. Refer...
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How to View Button in Salesforce1

  • August 1, 2017
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Field Service Management, we provide some suggestions, if you need to show button in the salesforce1 note the below points. We created a button using JavaScript, it showing the...
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Standard Google Map Feature on Salesforce Account Object

  • August 1, 2017
  • Merfantz Editor
  • Salesforce Admin Tutorial
This is a standard feature in salesforce account object to show the google map of the standard address field. This default feature is not available in ‘Developer Edition’. How...
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