Mail Merge in Salesforce
A mail merge is the process of generating form letters and other Microsoft® Word documents that are personalized for the recipient, who is often a contact or lead. The content ....
Category: Salesforce
Salesforce Lightning Dashboard filter supported data types
Salesforce Lightning Dashboard filter supports the below data types 1. Picklists2. Lookups3. Checkboxes4. Text5. Numeric6. Date7. Datetime Date and Datetime range for selection is not currently supported. Relative date and ....
Splunk and Salesforce
Install Splunk App for Salesforce using the below URL. https://splunkbase.splunk.com/app/1931/ We can check the below 1. Apex Pages performance 2. Apex Classes performance 3. Detect Security Threats 4. Reports and ....
Assets best practices in Salesforce
Assets allow you to track specific information about the products and services purchased or installed by customer accounts or contacts Use assets to track everything you need to know about ....
How to send Custom Notifications to users in Mobile and Desktop in Salesforce?
1. Create Custom Notification Types. 2. Create Process Builder with Send Custom Notification action type. Output: Desktop: Mobile: Â
In-App Guidance in Salesforce Lightning
Add guidance in your app to get your users' attention. Use prompts to onboard and train users, highlight configuration changes and news, introduce new features, and more. You get to ....
How to create a Joined Report in Salesforce to Show Parent and its related data in a Single Report?
Check the below steps to create a single joined report to show Account and its related Contacts, Cases and Opportunities. 1. Create a Joined Report. 2. Select Accounts, Contacts, Opportunities ....
Email Opt Out in Salesforce Sales and Service Cloud
Sales and Service cloud is not marketing platform like Marketing Cloud. So, the Email Opt Out field in Salesforce works as below. The Email Opt Out field will allow you ....
Salesforce Winter ’20 Release Highlights/Overview
Access the Recycle Bin in Lightning Experience You no longer have to switch to Salesforce Classic to access the Recycle Bin. You can now view, restore, and permanently delete the ....
How to enable Topics in Salesforce Lightning Experience?
Topics Standard Component should be added to the Lightning Record page to setup and use Topics in Salesforce Lightning Experience. Please check the following steps for reference. 1. Edit the ....