How to enable Salesforce CRM Content?
Salesforce CRM Content will be enabled by default. To check it, follow the below steps 1. Go to Setup --> Customize --> Salesforce Files --> Settings --> Salesforce CRM Content. ....
Category: Salesforce
Salesforce CRM Content
Salesforce CRM Content is an integrated content management system. It supports Word, Doc, Images, Web pages, Power point, Google drive docs and so on. File size cannot be more than ....
Order of Work flows in Salesforce
Order of Work flows in Salesforce is 1. Field Updates. 2. Tasks. 3. Email Alerts. 4. Outbound Messages. Note: If there are 2 field updates or any other type of ....
Regular eExpression in Salesforce Validation Rules
A regular expression is a string used to describe a format of a string according to certain syntax rules. [ab] - A single character, either a or b [a-zA-Z] ....
Sample Lead Quality Score in Salesforce
Create a formula field in Lead object as below. Formula Code: IF( ISBLANK(FirstName ) , 0, 20) + IF( ISBLANK( LastName ) , 0, 20) + IF( ISBLANK( Email ) ....
Dashboard filter in Salesforce
A dashboard filter allows viewers to change the data visible on the dashboard by selecting a filter value from a drop-down list. Note: 1. Maximum number of filters allowed per ....
PARENTGROUPVAL in Salesforce Reports
PARENTGROUPVAL is a function used in custom summary formulas to return the value of a summary field from a specified parent grouping or grand total. Please check the following example ....
PREVGROUPVAL in Salesforce Reports
PREVGROUPVAL is a funtion used in custom summary formulas to return the value of a summary field from a previous grouping. Example: (AMOUNT:SUM +PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE) +PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE, 2) ) / ....
Subfilters in Salesforce Reports
Subfilters provide an option to extend a cross filter by including only child records that meet certain criteria. Maximum is 5 per Cross Filter. Example: Cheers!!!
Cross filters in Salesforce Reports
Cross filters enable filtering of the parent records n a report by their related child records using with or without conditions. Maximum 3 Cross filters are allowed in a single ....