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

How to Create a Global Quick Actions in Salesforce

  • December 7, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Global Quick Actions In Salesforce we can add global actions to any page that supports actions, like the Home page, the Chatter tab, object pages, and custom Lightning app...
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How to Check API Usage in Salesforce

  • December 7, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Step 1: As an Administrator, go to the Setup link at the top of the screen Step 2: Click on the “Company Information” link under “Administration Setup” and “Company...
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How to Attach/Preview a PDF in Salesforce

  • December 7, 2018
  • Merfantz Editor
  • Salesforce Developments Tutorial
Salesforce makes it extremely easy to generate PDF documents on the fly by simply using the renderAs=”pdf” attribute for the <apex:page> component. It’s also a snap to attach these...
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How to Create a Report Based on Field History Tracking in Salesforce

  • December 7, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
To Create a report based on field history tracking you must set field track history to the object. To know more about field history tracking setup Click How to Enable...
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What is an Email service in Salesforce

  • December 7, 2018
  • Merfantz Editor
  • Salesforce Developments Tutorial
Email services are automated processes that use Apex classes to process the contents, headers, and attachments of inbound email. You can associate each email service with one or more...
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What is Identity Verification History in Salesforce

  • December 6, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Identity Verification History Use Identity Verification History to monitor and audit up to 20,000 records of your org users’ identity verification attempts from the past six months. For example,...
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How to Stop Approval Process Email to a Particular User

  • December 6, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
In Salesforce we can stop the approval process email from user setup. Follow the below steps to stop the approval emails to a particular user. Step 1 : Go...
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What is the Storage Limits for Sandbox

  • December 5, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
A sandbox is a copy of your organization in a separate environment, you can use for a variety of purposes, such as testing and training. The following limits apply...
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Overview of User’s My Settings in Salesforce

  • December 5, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
My Settings In Salesforce personal settings are located in My Settings. Step 1 : At the top of any Salesforce page, click the down arrow next to your name.Depending on...
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How to Enable Salesforce Offline Settings

  • December 4, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Offline Settings Securely cache data from Salesforce for Android and iOS to mobile devices. This means faster viewing of previously-accessed records, access to cached data while offline, persistence of...
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How to Add/Change the Help Text in Salesforce Lightning

  • December 4, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Help Text Field-level help lets you provide help text detailing the purpose and function of any standard or custom field. You can define custom help text for your organization’s...
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Importance of Company Information in Salesforce

  • December 4, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Company Information Use the Company Information page in Setup to track what’s important about your company’s organization in Salesforce. You can also manage your licenses and entitlements. In sandbox...
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