Salesforce In-app Guidance to Drive User Engagement
As a consultant or admin, things become a little challenging when we implement a new feature or product in the org and have to train… Read More »Salesforce In-app Guidance to Drive User Engagement
Clicks
Secure Salesforce Data with Transaction Security Policy
Salesforce takes data security very seriously and thus provides tools and technology to make your data more secure. Sensitive information such as banking details, medical… Read More »Secure Salesforce Data with Transaction Security Policy
Add Custom Address Fields in Salesforce
Salesforce provides a ton of different fields to store customer-related information. For example, longitude and latitude to store location coordinates can be used to calculate… Read More »Add Custom Address Fields in Salesforce
Salesforce Summer ‘22 Release Top 20 Features
The Salesforce Summer ’22 ☀️ release is here now with some exciting features and functionality to play around with. Excitement is there for everyone, including Admins, Business… Read More »Salesforce Summer ‘22 Release Top 20 Features
Enable Person Account with Clicks in Salesforce
Salesforce supports B2B and B2C both. By default, B2B account is enabled in every org. What if you are in a business where you offer… Read More »Enable Person Account with Clicks in Salesforce
Salesforce Dynamic Related List: Overview & Deep Dive Tutorial
Our Sales reps often use the related lists to get 360 views of the customer portfolio. For example, In a Household, a financial advisor will… Read More »Salesforce Dynamic Related List: Overview & Deep Dive Tutorial
Making Name Field Unique in Salesforce
We often received requests to clean up the data in Salesforce. When users are entering the data, they are unaware that the record with the… Read More »Making Name Field Unique in Salesforce
Create Visual Indicators by Adding Emojis
A Visual Indicator helps users quickly locate an essential or distinct record within the list of similar records. Graphics are eye-catching and allow users to… Read More »Create Visual Indicators by Adding Emojis
Copy Billing Address to Shipping Address in Lightning Experience
Keeping addresses in sync is a crucial part of account management. Most of the time, the billing address and shipping address are the same when… Read More »Copy Billing Address to Shipping Address in Lightning Experience
How to Set Assignment Expiration on Permission Sets and Permission Set Groups
As a Salesforce Administrator, user management is a common and more tedious task we do every day. For example, create user, update profile, assign/remove permission… Read More »How to Set Assignment Expiration on Permission Sets and Permission Set Groups