Big Idea or Enduring Question: How to auto-remove the permission set or permission set group assignment from the users after a specific date of assignment? Objectives: After reading this blog, you’ll be able to: Understand the differences between permission set and permission set group Set permission set and permission set
Category: Lightning Experience
Display Last Activity Date on Object Record Detail Page
Big Idea or Enduring Question: How to keep track of the last activity date and show it on the object detail page? Objectives: After reading this blog, you’ll be able to: Understand the differences between Last Activity and LastModified Dates Understand how Salesforce calculates the LastActivity Date Create a formula field to
Insert Users with Data Loader in Salesforce
Big Idea or Enduring Question: How to insert users with Data Loader in Salesforce? There are times when you will have to create users in Salesforce, for example, At the end of project development, create users for UAT testing. Load users from legacy system to Salesforce. You’ve hired a few
How to Download and Install Data Loader
Big Idea or Enduring Question: How to Download and Install Data Loader for Mac and Windows? Objectives: After reading this blog, you’ll be able to: Download and Install Zulu Open JDK Download and Install Data Loader Open Unidentified Developers app on MacBook Business Use case Neil Patel is working as a
Edit Columns in the Enhanced Related List View
Big Idea or Enduring Question: How to add or remove columns that show up in enhanced related lists? We often come across the requirement to add or remove fields to enhanced related list in lightning experience. For example, Add Next Step field on opportunities related list that shows up under
How to Change Related Lists Name on Page Layout
Big Idea or Enduring Question: How to change the related list name on the lightning record page? You often come across the requirement to rename the related list on the page layout of standard or custom objects. For example, rename the Onboarding Processes to Employee Onboarding Another example is renaming Opportunities related
How to Hide the Standard New Button from List View?
Big Idea or Enduring Question: How to hide the standard New button from the List view? Objectives: After reading this blog, you’ll be able to: Remove the standard new button from the list views. Add or remove a standard button from list views. Add or remove a custom button from
Enable Direct Messages in Your Experience Cloud Site
Now users can now send Chatter messages to other members of a community. These messages allow you to have secure private chats with other users, and they don’t appear in your feed, your profile, global search results, or any other part of Chatter that’s publicly visible. Enable Private Messages in