How to connect Salesforce with your Visual Studio Code Download and install Visual Studio Code Install Salesforce DX CLI. To connect the VsCode with Salesforce org we need SalesforceDX CLI. Download the Salesforce CLI from here. Install Salesforce Extension Pack. Yeah, we’re progressing and we’re almost there! … Create a Project. Congratulations mates! Till now, … Read more
In Trailhead, learning topics are organized into modules, which are broken up into units. To finish a unit, you earn points by completing a quiz or a challenge. A quiz checks your knowledge with multiple-choice questions, while a challenge tests your skills by getting your hands dirty in a Salesforce org. Start blazing your trail … Read more
Our next step is to add Topics Component to Account lightning record page: Navigate to Setup | Object Manager | Account | Lightning Record Pages and Edit the right page. Drag and drop the Topics standard component into place where you would like to add the chart. Optionally, you can specify the following details: Placeholder … Read more
Go to Setup > App Setup > Customize > Tags >Tag Settings. On this page you’ll have the ability to enable Personal Tags (private to each User) and Public Tags (searchable by all Users). When you enable Tags you can pick which Page Layouts you want Tags to be available. Enable Tags From Setup, enter … Read more
Since Winter 14 you have this feature on Salesforce. For standard fields type address now you can have a predefined and managed list of countries and states. You only have to activate it. From Setup, click Data Management | State and Country Picklists. On the State and Country Picklists setup page, click Enable to turn … Read more
Click on your name in the top right and select Settings. Navigate to the CRM page under the Your Settings section in the left-hand menu bar. … Select the Connect to Salesforce Sandbox option: Things to Note: Connecting to Salesforce Sandbox is best for testing connections prior to your team going live with Salesloft. … … Read more
Start blazing your trail with these Quick Start badges. Click your role and select the badge you want to earn. Sign into your Trailhead account, or create a new one using your favorite social login. Start your badge by clicking the first unit or step. Follow the instructions! Can I learn Salesforce from Trailhead? Trailhead … Read more
Click on your name in the top right and select Settings. Navigate to the CRM page under the Your Settings section in the left-hand menu bar. … Select the Connect to Salesforce Sandbox option: Things to Note: Connecting to Salesforce Sandbox is best for testing connections prior to your team going live with Salesloft. … … Read more
How to create a Salesforce ‘user’ with REST API? “Salesforce manages all authentication for Apex callouts that specify a named credential as the callout endpoint so that your code doesn’t have to. “ Setup > Named Credentials > New. 9. Create new Named Credentials. Label – Select name for your API; Name – This name … Read more
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button. Now Switch to Salesforce Classic. Click on beside Setup your User … Read more