1. Click setup 2. Go to Build and click customize then choose the Lead and click the web-to-Lead 3. Click Create Web-to-Lead Form 4. Selected the Needed fields 5....
The Parent Record (Account) Related List (Contact Record) was Display on the Child Record(Opportunity). Go to the Object and Open the Record Click the setup and Click on...
Create a User Login report (Classic): From the Reportstab, click New Report. Go to Select Report Type, select the Administrative Reportsfolder, then click Click Create. From the drop-down next to “Preview,” select Matrixas the Report Format. Drag...
Enabling chatter for custom objects helps in sharing record information, tracks the changes of key field. Also here we can @mention any user or groups for giving attention...
The Eclipse will help us to take backup in the production or developer org or sandbox. To install Eclipse à Go to Eclipse webpage and download the related eclipse...
To install Eclipse : Go to Eclipse web page and download the related eclipse file for your system and extract the zip file. Refer the eclipse link below. http://www.eclipse.org/downloads/packages/release/helios/sr1/eclipse-ide-java-developers...
Objects – Objects are database tables that allow us to store data specific to the organization in Salesforce. Lets see!!! How Object and Big Object Important to Your...
What is Lightning App Builder The Lightning App Builder provides an easy to use graphical interface for creating custom Lightning Pages for Salesforce Lightning Experience and mobile app. Lightning...
Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile. They are used to drive which page...
We can remove any installed package, including all its components and all data in the package. Also, any custom fields, links, or anything else you added to the custom...
What is the purpose of Macros in Salesforce? A macro is a set of instructions that tells the system how to complete a task. When a user runs a...
Cross Filter Salesforce Report Use cross filters to include or exclude records in your report results based on related objects and their fields.Cross filters are available in both Lightning...