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...
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...
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...
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...
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...
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...
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...
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...
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....
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...
As sales reps send emails to leads and contacts, they can schedule the emails so that they arrive at the most optimal time. Set up Scheduled Email in Lightning...
Records in Salesforce include details and links to other related records. Salesforce Classic displays related records in lists that appear at the bottom of the page. If we see...