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Stay Up-to-Date on the Latest Trends and Innovations

How to Configure Salesforce in Outlook

  • October 16, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
Salesforce for Outlook  is an app we are going to install in our Outlook email client to help to keep the data in sync between our org and Outlook....
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How to Enable Out-of-office Message in Salesforce

  • October 8, 2020
  • Merfantz Editor
  • Salesforce Lightning
An out-of-office message is an automatic response to work communications when you are away from the office. Using your email or messaging service, you can set up an automatic...
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How to Assigning custom Lightning Record Pages

  • October 1, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
What we can do with Lightning Record Page Assignments ? Is your custom record page ready for your users? Use the Activation function inside the Lightning App Builder to...
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How to attach files to Report Subscriptions in Salesforce

  • September 24, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
when the user wants to subscribe to a report, the user needs to click on the subscribe button in the report run page and if the user wants to...
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How to move Bulk Reports and Dashboard to another folder using Metadata API

  • September 10, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
We know how to change reports and dashboard folder manually. That’s very easy. But that would not work in case of bulk amount of reports and dashboard folder migration...
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How to Merge Duplicate Accounts in Salesforce Classic and Lightning

  • September 10, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
Keeping our CRM free from duplicate contacts is an industry best practice – it helps prevent mismatched records, skewed data analytics and lessens our team confusion. Even better, it...
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How to Implement Path in Salesforce Lightning

  • September 3, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
A path gives reps a visual representation of the stages required for working through a sales process in Salesforce Lightning. The Path component is used on the opportunity, lead,...
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How to override the Salesforce New Button

  • August 27, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
In salesforce we can override the standard buttons likes New, Edit, View and Delete Button. We can customize button in salesforce classic, lightning, and salesforce mobile.Depends the environment, we can override...
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How to Create the Split view in Salesforce Lightning

  • August 19, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
By using split view in Salesforce Lightning, we can see a list view and a record side by side. To move on to a new record, select it from...
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How to add Visualforce page Tab in Salesforce1 Mobile App

  • August 12, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial, Salesforce CPQ, Salesforce Developments Tutorial, Salesforce Lightning
We are all know that web tabs are not supported in salesforce1 mobile app, so we are gonna create a visualforce page to achieve our requirement. So in this...
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How To Add the Custom Tabs in Salesforce1 Mobile App

  • August 6, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial
For easy access of any Salesforce lightning pages, lightning components, visual force pages or any other productivity items we can create tabs. But how these tabs we can make...
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How to Create Subdomain and Customize Login Page in Salesforce

  • July 30, 2020
  • Merfantz Editor
  • Salesforce Admin Tutorial
Create our own subdomain for our Salesforce org to better manage login and authentication. With a subdomain, we can include our company name in our URL, for example, https://ourcompanyname.my.salesforce.com....
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