0:52 1:46 To get the most out of territory planning you can start from scratch or take one of your existingMoreTo get the most out of territory planning you can start from scratch or take one of your existing territory models and adjust as needed. And since it’s built on Salesforce. How can Salesforce maps … Read more
Salesforce Lightning Steps Custom Auto–Number Fields Click the Gear Icon, then select Setup Go to Object Manager and select the Object Name where the auto number field exists Click Fields & Relationships, select the name of the Auto–Number field, then click Edit You can modify the format and numbering for these auto-number fields. From the … Read more
By using Salesforce for vendor management, you can handle and manage any opportunity and multiple vendors from a single location while handling your core business operations. Is Salesforce a good CRM in general? The new Individual object in Salesforce CRM is a good start towards fulfilling the requirements of GDPR. Individual records are related tightly … Read more
Salesforce dark mode can now be enabled thanks to a Chrome Extension developed by Salesforce themselves. Update Nov 8th, 2021: Salesforce Dark Mode is temporarily unavailable. Here’s hoping it will be back soon! Enabling Salesforce Dark Mode Simply click on this link to take you to the Google Chrome store and click “Add to Chrome” … Read more
Note The report builder in Lightning Experience supports all standard Salesforce objects. Dashboards Important After saving a dashboard in Lightning Experience, you can’t edit it in Salesforce Classic. Instead of editing a Salesforce Classic dashboard in Lightning Experience, consider cloning the dashboard and editing the clone. Note You can add the chart from a joined … Read more
You can create custom HTML email templates without using Classic Letterhead. If you don’t know HTML, you can paste HTML code into your template. How do I create HTML email templates in Salesforce? Create HTML email templates in two ways. Use the Salesforce wizard and easy-to-use formatting controls to create professional HTML email templates— without … Read more
You can create Salesforce Forms with various Form Builder options and software available. Forms give you the ability to work on different fields and manage features like – progressive profiling. You can create web forms and send your data to Salesforce.Sep 24, 2021 How to create custom formula in Salesforce? creating Formula field in Salesforce … Read more
How can Salesforce CMS help your business create content faster? With Salesforce CMS, users like Andy Jones from NOW, a streaming service from Sky in the U.K., can help business users who create content faster than ever. Jones explained that, “content creators go from exposure to mastery quickly.” There is no need to wait six … Read more
Asset object in Salesforce is designed to store an item that is previously sold to a customer. If you are planning to use the Asset object, you should consider of the following: An asset record MUST be associated with an Account or a Contact. You can’t create an orphan record. You can’t create a tab … Read more
Yes! Source Salesforce Lightning Experience introduced the concept of Activity Timeline that superseded Open Activities and Activity History available in Salesforce Classic. This facility is supported for accounts, contacts, claims, cases, leads, opportunities, and custom activity-based objects. In the App Launcher search, enter Timeline and then select Timeline View Configurations. Click New. Define a timeline … Read more