You likely have tasks that repeat themselves on a regular basis – monthly reports, weekly team meeting, remembering to call your account team. Instead of creating a new task for each occurrence, give it a recurring due date. When you complete a recurring task, it will automatically reset for the
Category: Lightning Experience
Using Topics to Organize Records in Lightning Experience
Topics for objects offers a powerful way to crowdsource your company’s key themes and issues. Users can add topics to records to organize them by common themes. When users search for topics, records that they have access to that are tagged with the topic appear in results. Topics helps to
Add Report Chart to Lightning Record Page
You can share report by many ways with your colleague or sales team of your organization, like Subscribe a report, Schedule a report or give them report folder access. Salesforce has a very cool feature called as Report Charts. By using it you can share report with your peers, colleague
Have You Traversed the Yellow Brick Road of Sales Cadence, Yet?
An overview of Salesforce High Velocity Sales and Sales Cadence.
Top 10 Lightning Experience Gems of Salesforce Spring’18 Release!
Lighting Experience is one of the best user interfaces designed by Salesforce. It is faster, quicker and easier to maintain. If you are still using Salesforce Classic user interface, Spring’18 release will give you hundreds of reasons to switch to Lighting Experience. Some of the key features, that are now available
Migrating from Salesforce Classic to Lightning Experience
Needless to say, every software vendor wants to create and launch a successful application – not the one to be lost in a sea of competition where everyone struggles to be the best. Salesforce is a big name in the industry because of its products. Salesforce designs its products in
Top 10 Lightning Experience Gems of Salesforce Winter’18 Release!
Lighting Experience is one of the best user interfaces designed by Salesforce. It is faster, quicker and easier to maintain. If you are still using Salesforce Classic user interface, winter’18 release will give you hundreds of reasons to switch to Lighting Experience. Some of the key features, that are now available
File Upload and Download Security Settings
Salesforce allows us to upload various types of Documents. You can upload these documents as an Attachment or in the Document’s section. Salesforce offers File storage for each edition. It includes files in attachments, Document‘s tab, File‘s tab, File field, Salesforce CRM Content, Chatter (including user photos), and Site.com assets.