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Simply go to Setup | Customize | Contacts | Buttons, Links, and Actions, and create this as a new button or link of the “URL” type (you can use the same window). Change the Template ID to match the email template you’d like to auto-select. If you want a one-click send feature, you’d need Visualforce. … Read more

Create Custom Action Buttons. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages. Click Configure next to the Salesforce Maps package. Select Settings | Custom Actions. Select Create New. Then give your custom action button a name. Select whether you want the button to appear on selected base objects, … Read more

You will be redirected to the Change set edit page Provide Name and Description and click on Save button Step 2: For adding process builder or flows to this change set: Select the add button on the Change set components section, you will be redirected to add to the change set page. Create a change … Read more

What are the different types of packages available in Salesforce? Package uploads and installs are available in Group, Professional, Enterprise, Performance, Unlimited , and Developer Editions Salesforce has two ways that you can build managed packages, first-generation packaging (1GP) and second-generation packaging (2GP). What should I know before creating a managed package? Before you create … Read more

Creating Bucket field in Salesforce reports Double-click on Add Bucket Field (or drag it to the report area) in the top-left panel under Bucket Fields. Set Source Column to Type. In Bucket Field Name, enter Type (Core). Add a Bucket Column Edit a report. Find the column you want to bucket in the report preview, … Read more

Creating Bucket field in Salesforce reports Double-click on Add Bucket Field (or drag it to the report area) in the top-left panel under Bucket Fields. Set Source Column to Type. In Bucket Field Name, enter Type (Core). Required Editions and User Permissions Edit a report. Find the column you want to bucket in the report … Read more

There is an existing function BR (), which is to add line break in text formula For example: Contact__r.FirstName & ” ” & Contact__r.LastName & BR () You can add the &BR() operator where you want the line break to occur. The operator is inserted after the text and creates the space. Use the &BR() … Read more

How I added the fields to the Report Type: Salesforce > Setup > Home tab > quick search for and choose ‘Report Types’ > Click on the report type name > choose ‘Edit Layout’ Under ‘Fields Available for Reports’ > follow the instructions on that page to add the fields Share Improve this answer 4 … Read more

CC/BCC Users and Contacts. Open the Email composer. Click on the CC or BCC link to add emails to Blind Carbon Copy. Type the name of the person you would like to included and it will look up this record automatically for both Contacts/Leads and/or Users. CC/BCC Users and Contacts Open the Email composer. Click … Read more

To set a banner message: 1) Go to your email in the bottom left> Manage Site and Apps> Admin Console 2) Go to the Site Settings tab of your admin console> Under the Banner Message heading, click the toggle. From the Pages menu in Experience Builder, select Record Detail or your custom record detail page. … Read more