Here are the major steps you need to follow for building a flow in Salesforce: Start by opening the Flow Builder. Type “Flows” into the Quick Find Box in Setup. … Select the flow type based on your requirements, followed by clicking on “Create.” Now, drag the elements you are willing to use to the … Read more
To add filter logic, From the Lightning Experience report builder, click Filters | | Add Filter Logic. … Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. … Click Save. How to create … Read more
How to: Field Trip by RingLead. Go to App Launcher and click Field Trip. Click New Field Trip. For the Name, I always recommend using the Object name and then some sort of time stamp, as you will most likely rerun this in the future. For the … Click Save and Analyze. You will receive … Read more
How to: Field Trip by RingLead Go to App Launcher and click Field Trip Click New Field Trip For the Name, I always recommend using the Object name and then some sort of time stamp, as you will most likely rerun this in the future. … Click Save and Analyze You will receive an email … Read more
Step 1:From the App Launcher, search Email Template. Step 2:Click on New Email Template. Step 3:Enter the Email Template Name and its Description. Click New Email Template. Enter the template’s name. Add a subject. … If you want, select an item from the Related Entity Type dropdown list. … If you want, select a letterhead … Read more
Click Email Templates. It’s in the expanded options below “Email” in the sidebar to the left. If you are using Salesforce Lightning, click Classic Email Templates. If you need file access, we let you know. Open the record from which you want to send email. Click the Activity tab, then click the Email tab. To … Read more
Go to setup, and from the quick find box, find “ Debug Logs ”. Click on “ New ”. Select the entity for which the logs will be enabled. Set the period and debug level. Set a user-based trace flag on the guest user. From Setup, enter Debug Logs in the Quick Find box, then … Read more
Use the Data Import Wizard Start the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. … Choose the data that you want to import. … Map your data fields to Salesforce data fields. … Review and start your import. … Check import status. What are the … Read more
We can use custome setting in formula field. Under the header “Simple Formula” you can “Select Field Type” i.e. Field Type starting with “$Setup” are nothing but custome setting objects. Like: $Setup.LinkForce_Settings__c.Base_URL__c. Full Answer How to create custom fields in Salesforce apex? As you can see that the settings is like an object, having a … Read more
From Setup, enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types. Click New Custom Metadata Type. For Label, enter Support Tier and for Plural Label, enter Support Tiers. Click Save. After you save, you land on the Custom Metadata Type Support Tier page. This page includes the details of the … Read more