In lightning: you can do that using Set Predefined Field Values for Quick Action Fields https://help.salesforce.com/articleView?id=predefined_field_values.htm&type=5. Here you predefine values for the new record created in quick action attributes and thus they get prepopulated when you click the quick action button. URL Hack in Lightning to Pre-populate fields Get the standard Lightning URL that salesforce … Read more
To add a LookUp field based on the value of another field: Click on SetUp (Gear Icon) and then click on the Object Manager Click on the object you will be adding the Look Up field to. Auto-populate the lookup field with Process Builder Step 1: Create a Process. From Setup, enter Builder in the … Read more
Four Strategies to use When Working Toward Earning a Salesforce Administrator Certification Study the Best Trailhead Modules for the Salesforce Administrator Certification Exam. Trailhead is a great resource for building the foundation of your Salesforce skills. … Use Focus on Force to Study for the Salesforce Administrator Certification Exam. … Take the Official Salesforce Certification … Read more
To enter JavaScript statements and expressions interactively in the Console: Right-click in a webpage and then select Inspect. DevTools opens. Or, press Ctrl + Shift + J (Windows, Linux) or Command + Option + J (macOS), to directly open the DevTools console. To open the dedicated Console panel, either: Press Ctrl+Shift+J (Windows / Linux) or … Read more
To open a new case: Log into Salesforce. Open your Service Console app. Remember that there’s more than one way to get there. … Click on the Cases tab or use the dropdown menu in the navigation bar to find Cases Click New to open the New Case page. If your org uses record types, … Read more
Salesforce C lassic to Lightning Migration Buy-In First, you have to get buy-in, not just from management but from daily users. … Lightning Experience Readiness Check The Readiness Check Salesforce Report evaluates your org and how it currently uses Salesforce Classic to help determine what will be impacted for your … Optimizer Report Once you … Read more
How to Merge Accounts in Salesforce Classic Click Merge Accounts in the Tools section of the Accounts tab. Enter your account search and click Find Accounts. Select all the accounts you want to merge (max. 3 accounts at a time) and click Next. Select the account you wish to keep as the Master. Select all … Read more
How to Merge Accounts in Salesforce Lightning? Choose the account record you wish to merge. A message will come that will inform you if the duplicates exist for that particular record. … You are allowed to select up to three account records that you want to merge. Click on Next option. You can either merge … Read more
Go to the “Accounts” tab, and click “Merge Accounts”, which is located in the Tools section at the bottom right-hand side of this page. … Search for the account using the name of the organization that you believe has a duplicate. Salesforce will search for accounts with similar company names. Select accounts that you would … Read more
Go to the “Accounts” tab, and click “Merge Accounts”, which is located in the Tools section at the bottom right-hand side of this page. … Search for the account using the name of the organization that you believe has a duplicate. Salesforce will search for accounts with similar company names. Select accounts that you would … Read more