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

Mass Update Addresses in Salesforce

  • November 17, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Mass Update Addresses Mass Update Addresses is used to update the country/territory or state/province field on all records with a standard address field. These include addresses on: accounts, contacts,...
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How to Add Organization Wide Email Address in Salesforce

  • November 17, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
What is Organization-Wide Addresses? An organization-wide email address associates a single email address to a user profile. Each user in the profile can send email using this address. Users...
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FieldAx Runs on Cloud and Gives you More Benefits

  • November 17, 2018
  • Merfantz Editor
  • Field Service Management
FieldAx Fieldax helps Organisations effectively manage work carried out on location. Fieldax uses the World’s leading Force.com cloud platform to deliver secure Cloud based job management. Cloud Computing  Cloud...
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How to Create a Web Tab in Salesforce

  • November 16, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
What is Web Tab? Custom Web tabs display any external web-based application or web page in a Salesforce tab. You can design Web tabs to include the sidebar or...
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How to Set Feed Tracking in Salesforce

  • November 16, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
Feed Tracking: Using Feed Tracking, users can see updates for records they follow in their Chatter feed. We can track only up to 20 fields per object. The following...
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How to Create a Session Based Permission Set and Assign User

  • November 16, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
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...
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How to Rename Standard Field Labels in Salesforce

  • November 16, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
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 –>...
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How to Make Chatter Post from Process Builder in Salesforce

  • November 16, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
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...
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How to Export Data in Salesforce?

  • November 14, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
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...
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How to Import Data in Salesforce

  • November 14, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
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...
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Manual Sharing in Salesforce

  • November 14, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
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,...
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How to Create Opportunity Split in Salesforce

  • November 14, 2018
  • Merfantz Editor
  • Salesforce Admin Tutorial
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 –>...
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