Here’s how to send List Emails in Salesforce: While in a List View, check off the boxes of users you want to send an email to. In the top right, select the down arrow next to Add to Campaign and select Send List Email. Type in your subject and content. If you have an email … Read more
Select the appropriate CRM Customer relationship management Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers’ history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive … Read more
Option 1: Hover Over the Salesforce Tab on your Browser Window Sign in to Salesforce from a web browser. Hover the pointer over the Salesforce tab. Salesforce will display the version of Salesforce installed. More … Log into Salesforce and click Setup. In the Administer section, click Company Profile > Company Information. Your Salesforce version … Read more
To follow the person or record from the menu, click What I Follow. Note You can find streams in Lightning Experience on the Chatter home page. In Salesforce Classic, you can see the people and records that you follow and the people who are following you. Click the button to see options for following the … Read more
Getting the Security Token for Your Salesforce Account Log in to Salesforce. Access your Salesforce settings. Enter reset into the Quick Find search bar. Click Search. Click Reset My Security Token. Click Reset Security Token. Navigate to the email address that is listed in your Salesforce personal settings. Open the security token email. To gain … Read more
To Determine the Release (API Version) of Your Salesforce Instance Refresh the page you are on in Salesforce and you will see a release-specific logo briefly displayed till the time… Log in to your Salesforce org as an Admin -> Navigate to ‘Apex Classes’ in Setup -> Click ‘New’ -> Click ‘Version… More … Log … Read more
From Setup, enter Lightning Components in the Quick Find box, then select Lightning Components. From this page you can: View the Lightning web components and Aura components in your org. View component details. From Setup, enter Lightning Components in the Quick Find box, then select Lightning Components. Full Answer How to develop LWC in Salesforce? … Read more
From Setup, enter Lightning Components in the Quick Find box, then select Lightning Components. How to develop LWC in Salesforce with VS Code? Install VS Code and set it up for Salesforce Development. You can use ForceCode Extension for Salesforce as it supports LWC Or you can follow this trailhead module. Get easy to understand … Read more
How to find how many dynamic dashboards are created in Salesforce? Create a Custom Report Type using the Dashboards type. Create a new report with the new Dashboards Report Type. Select Show All Dashboards. Select the All Time range. Add the following filter: Dashboard Running User equals “Run as logged-in user, Let authorized users change … Read more
How to retrieve deleted records from Salesforce recycle bin Navigate to the Recycle bin. … Overview settings: You can choose to view only your deleted items or recycle bin items from other users via the “View” drop-down menu option. Actions: All relations and related information between the merged records like information, attachments, opportunities etc., will … Read more