Salesforce Connect Salesforce Connect is a framework that enables you to view, search, and modify data that’s stored outside your Salesforce org. For example, perhaps you have data that’s...
Roll up Summary Roll-up summary fields are based on master-detail relationships, it’s useful to review object relationships before creating a roll-up summary field. There are a few different types...
Mass Transfer : Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another. Follow the below steps to mass...
In Salesforce we can convert the leads based on Lead’s Field Value. To set up this we can use the below validation rules. In this example we used the...
Usually, we have to enable the Field History for knowing the Prior value of the each fields. But, Salesforce provide the excellent feature to know the Field Values changed...
In Salesforce we can reset the login password without resetting it. We can achieve this through developer console. Follow the below steps to change the password, Step 1 :...
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...
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...
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...
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...
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...
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,...