Upgrade App to Lightning You can upgrade a Classic app to a Lightning app in Lightning Experience, enhancing it for your Lightning Experience users with a customized color, logo,...
Add a Utility Bar to Lightning Apps The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes...
Show or Hide Data in Thumbnails To turn on preview thumbnails, complete the following steps. From Setup, enter Analytics in the Quick Find box, then select Settings. Select Show preview thumbnails for lenses...
Platform Event A platform event is a special kind of Salesforce entity, similar in many ways to a custom object. An event message is an instance of a platform...
Checkbox in Formulas A checkbox formula is just a logical statement that’s either true or false. If you want to know right away if an account has at least...
Picklist in Formulas A picklist field lets you choose a value from a pre-populated list. While you can’t write a formula that returns a picklist as a result, you...
Content Blocker We can post anything in chatter and it is created for making collaboration with our co-workers. But, We cant control the content and user can post anything....
Approval Process An approval process maps the steps for approving a record, like an account, and identifies the person who approves each step. The approval process can send an...
To create chatter post template follow the below steps, From Setup, enter Post Templates in the Quick Find box, and then click Post Templates. Click New Template. These approvals are for accounts, so select Account and click Next....
Control Membership Use profiles to lock down your data so that external users see only what you want them to see. You certainly don’t want to give access to...
Communities Communities are a great way to share information and collaborate with people outside your company who are key to your business processes, such as customers, partners, or employees....
Feed Filters Feed filters make it easy for support agents to see all updates of one type, such as all call logs or all email messages, when working with...