Whenever We are trying to access the recycle bin while we are in Lightning, we have to switch our version to Salesforce classic. But now no need to switch...
Salesforce Surveys enables us to create forms using a simple editor within Salesforce Org. The customer or user feedback we capture is stored in Salesforce, readily displayed as reports...
Scheduled Flows were released in Winter ‘20. Scheduled Flows are flows that are scheduled to run on a specific date and time either once or daily or weekly. To have the...
Customers give service request in different ways to get their solutions .Web to case is one of the easiest way to get the online request from customer. Through this...
We all know the “Clone with Product” button In Salesforce Classic. But, Salesforce released “Clone with Related” for Salesforce Lighting on Feb-2020. It helps to reduce our development. let’s...
What is Kanban Lightning List View Magic? In Salesforce one of the best features is Kanban view. You can monitor all records in a single view, it available for...
How to change Themes and Branding in Salesforce Salesforce provides a way to change the theme and branding on lightning platforms. Themes are made up of background image and...
Click Your Setup –> Security Controls –> Network Access. Click “New” button. Enter a valid IP address in the Start IP Address field and a higher IP address in the End IP Address field.The start and end addresses define...
Go to setup -> Enter Email-to-Case and click on Click Continue Click edit and enable the Email-to-Case and Select the option based on below image and click on save...
1. Click setup 2. Go to Build and click customize then choose the Lead and click the web-to-Lead 3. Click Create Web-to-Lead Form 4. Selected the Needed fields 5....
The Parent Record (Account) Related List (Contact Record) was Display on the Child Record(Opportunity). Go to the Object and Open the Record Click the setup and Click on...
Create a User Login report (Classic): From the Reportstab, click New Report. Go to Select Report Type, select the Administrative Reportsfolder, then click Click Create. From the drop-down next to “Preview,” select Matrixas the Report Format. Drag...