Go to – Setup. Enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types. Click New Custom Metadata Type. Full Answer How to connect Salesforce to Salesforce in apex? Salesforce Connect uses a protocol-specific adapter to connect to an external system and access its data. When you define an external data … Read more
Click on Setup –> Build –> Create –> Custom Label In the custom labels, click ‘New Custom Label’ to create a new one. Full Answer How to use custom labels in Salesforce? How To Use Custom Labels In Salesforce. Custom labels are custom text values, which can be called from apex classes, visual force pages … Read more
Cross Filter Salesforce Report Click Report Tab and Click New Report. Choose Report Type and Click Continue. (Here we Choose Account) From the FILTERS tab, click More Actions | Add Cross Filter. Then Choose whether to show your primary object with or without a secondary object (Here we choose without and Opportunity). Then, choose the … Read more
Get Started with Salesforce CRM Home. Home is a modern, intelligent home page, featuring a number of tools to help your sales team start their day fast. Opportunity Workspace. If you remember the definitions that we reviewed at the start of this unit, opportunities are leads that are qualified to buy. Accounts and Contacts. … … Read more
CONTAINS usage 1. Search for text. 2. Check if an unknown string or character matches a defined set of strings or characters. CONTAINS examples Example of searching for text. CONTAINS (Comments__c,”BadWord”) Returns TRUE if “BadWord” is found anywhere in Comments__c. Full Answer How to create custom formula in Salesforce? creating Formula field in Salesforce ? … Read more
Install a Connected App. From Setup, enter OAuth in the Quick Find box, then select Connected Apps OAuth Usage. Select an app and click Install. Click Manage App Policies to get details about the app. Click Edit Policies to control the app’s access policies. See Manage Access to a Connected App. Full Answer How do … Read more
Setting up Conga Composer and Salesforce Accounts. To begin integrating Conga Composer and Salesforce, you first need to login to your Salesforce account. Connecting Conga Composer Salesforce. Conga Composer can be seen in your Salesforce account.. Go to Conga Solution and select “ New ” from the drop-down menu. Modelling Custom Templates. Select that button … Read more
In Salesforce Classic, you typically access Chatter features from the sidebar on the Chatter tab. In Lightning Experience, access Chatter, colleagues’ profiles (People), and groups from the App Launcher. You can also get to these places from a tab or the overflow menu, depending on what’s showing. 0:00 0:35 How to access Chatter in Salesforce … Read more
Get Started with Chatter Learning Objectives. Switch between Salesforce Classic and Lightning Experience. Find and use in-app notifications. … Home, Switcher, and Bell. Talking in a business is like water in a river. … Meet the Chatter Page. Chatter has its own page, and here’s a picture of it. … Set Up Your Chatter Profile. … Read more
Steps to use Change Sets Salesforce Create sandbox in Salesforce and establish connection between production and sandbox environment. Change deployment Settings and allow inbound changes in production environment. Login to sandbox and create outbound change sets using point and click tools. Add Change Set components and upload that Change Set to production environment. More … … Read more