How to lock record in salesforce

Why would you Lock Records in Salesforce? Sometimes you would want to lock records in Salesforce so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. What is the locking in Salesforce approval process? The … Read more

How to load picklist values in salesforce

Go to field. Scroll down the page and go to picklist values. You will see a couple of buttons viz. ‘New’, ‘Reorder’, ‘Replace’, ‘Printable View’. Click printable view button and you will get all the picklist values which you can cut and paste in your document. Add or Edit Picklist Values Navigate to the fields … Read more

How to learn salesforce coding

First thing’s first. Most software developers and this includes Salesforce developers, have a BS in Computer Science, Software Engineering, or some related field, and/or good computer programming skills and appropriate experience. It also helps to have knowledge and skills in the industry where those Salesforce skills will be put to best use. Full Answer Do … Read more

How to launch a screen flow in salesforce

How to launch a Salesforce Screen Flow from a button Configure your action. Let’s assume for now that you’ve got a screen flow that handles the round-robin assignment and… Click it!. You’re all set. Now it’s time to see your action in… action. … If you don’t see the button, try the… Building the Screen … Read more

How to know the current salesforce release

Go to https://trust.salesforce.com/ Click Status button next to status.salesforce.com Type your Salesforce instance from step 1 into the search bar and hit Enter On the search results page click the Instance Click Maintenances Scroll down and you will get information on your next Salesforce release date. To find out what version of Salesforce you have … Read more

How to know salesforce edition

Let’s see how it is possible to check what edition of Salesforce you use: Log in to your Salesforce account and hover over the gear icon on the top-right corner of the page near your account photo. From the drop-down list choose ‘Setup’. … In this section navigate to Settings ⇒ Company Settings ⇒ Company … Read more

How to join salesforce partner community

Sign Up Go to partners.salesforce.com. Click Join Now, then Join the Partner Community. Click Log In with Salesforce and use your org credentials. Complete the Signup Wizard as a new or existing consulting partner. If you’re a new partner, read and accept the Partner Master Agreement. Join the Partner Community Go to partners.salesforce.com. Click Join … Read more