To set up a Salesforce Site: From Setup, enter Sites in the Quick Find box, then select Sites. Register a custom Salesforce Sites domain for your organization. Create and configure your site. Develop and use Visualforce pages for your site, use or hide standard pages, and customize or replace out-of-box error pages. Associate these pages … Read more
How to generate a Session ID. 1. Create a new “request”. 2. Choose “GET” request and enter your URL which in my case is. 3. select Authorization> type> Oauth2.0 from the dropdown > Click Get New Access Token Button. 4.Enter Auth URL : https://login.salesforce.com/services/oauth2/authorize. 5. Enter access token URL https://login.salesforce.com/services/oauth2/token. More items How to get … Read more
How do I create a service console in Salesforce? Click. Enter App Manager in the Quick Find box, and select App Manager. Click the New Lightning App button and follow the screens to add the new app details. Fill in the App Details & Branding information. Click Next. More … Full Answer How do I … Read more
Start by creating a self relationship with the Position object. From Setup, click Object Manager. Click Position. Click Fields & Relationships, then New. Create a Self Relationship with the Position Object From Setup, click Object Manager. Click Position. Click Fields & Relationships, then New. Select Lookup Relationship as the Data Type. Click Next. In the … Read more
Salesforce: How to generate a security token Log in to your Salesforce account. The Salesforce user must be an organization member or have admin access to a… Click the profile avatar and choose Settings. Select My Personal Information → Reset My Security Token. Check your email for the security token. Once the token has been … Read more
How to Create a Page Layout in Salesforce Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts. From here you can view and edit existing page layouts or create new ones: Page Layout Sections You can create sections for fields. Custom Objects in the Classic … Read more
From Setup, enter Flows in the Quick Find box, and select Flows. Click on New flow. From the Flow type select Screen Flow Click on Create We need to drag and drop screen option 1:17 20:36 Build a Simple Screen Flow with Salesforce Flow Builder YouTube Start of suggested clip End of suggested clip So … Read more
From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes. Click New Sandbox. Enter a name (10 characters or fewer) and description for the sandbox. We recommend that you choose a name that: Reflects the purpose of this sandbox, such as QA. … Select the type of sandbox you want. If you don’t … Read more
How do I create a Salesforce dashboard? We have the below three categories: Unfiled Public Folder: The contents of this folder will be available for all the users in the org. Everyone has access to these reports and dashboards in salesforce. My personal Folder: The contents of this folder will be available for only the … Read more
How to Setup Visual Studio Code for Salesforce Download and Install VsCode. Download the Visual Studio Code from here and install on your computer. Install Salesforce DX CLI. To connect the VsCode with Salesforce org we need SalesforceDX CLI. … Install Salesforce Extension Pack. We are almost there. … Create Project. Congratulation. … Connect with … Read more