Permission Set Permission sets allow you to create a set of permissions for assignment to users. For example, you can assign the Edit Case Comments, Manage Cases, and Edit...
In Salesforce we can rename the standard fields label, Follow the below steps to achieve this, 1.Go to Setup –> Build –> Customize –> Tab Names and Labels –>...
In Salesforce we can create chatter post from process builder. Follow the below steps to create a chatter post. Information: The below example is for creating a chatter post...
Follow these steps to export data using the wizard. From Setup, enter Data Export in the Quick Find box, then select Data Export and Export Now or Schedule Export. The Export Now option prepares your files for export immediately. This...
Follow the below steps to Import data using Data Import Wizard. Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. Review the information provided...
What is Manual Sharing? Manual sharing allows users to grant one-off access to their individual records for users, roles, and public groups. It is available: To the record owners,...
Opportunity Split: Opportunity Splitting it is possible to split credit for an Opportunity across multiple users. Reports can also be created using these information. Go to Setup –>...
App Exchange AppExchange is the Salesforce store. It’s your marketplace for all things Salesforce, including apps, Lightning components, and more. What does this mean to you? Think of AppExchange as...
Salesforce platform provides a handy tool called Schema Builder so you can see your entity relationship model in action. From Setup, search for Schema Builder in the Quick Find...
Write SOSL Queries Salesforce Object Search Language (SOSL) is a Salesforce search language that is used to perform text searches in records. Use SOSL to search fields across multiple...
Write SOQL Queries To read a record from Salesforce, you need to write a query. Salesforce provides the Salesforce Object Query Language, or SOQL in short, that you can...
Field History Tracking You can select certain fields to track and display the field history in the History related list of an object. The Field history data is retained...