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
Lightning Experience
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