*This post was contributed by guest author Hannah Sharron VLOOKUP is one of the most well-known Excel functions – and not without reason! If I had to tell the most used function in excel, I would say VLOOKUP. Many people would even say, that you have not learned Excel if you
Category: Administrators
Salesforce Interview Tips
Whether you’re lucky enough to boast a wealth of experience, skills, or winning charm, job interviews are a daunting experience for everyone. The interview process is all about being able to effectively translate your best assets to your interviewer, whilst best understanding what they want from their next hire. Mason
Parsing Dynamic choice Multi-Select Picklist fields (Flow) – Reusable component
In the last article Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow) I had discussed the way through which you can Parse Multi-select picklist or Multi-select check-boxes and store Parsed Ids into a collection variable. In this article, I am going to give you a reusable component
Want to Secure Your Org? Use Login Flow to configure Two Factor Authentication!
Two-factor authentication is a security process in which the user provides two means of identification, one of which is typically a normal user credential and the other of which is typically something memorized, such as a security code. You can enable Two-factor authentication for users by adding Two-Factor Authentication for
Control Manual Sharing for User Records
You can now prevent users from sharing their own user records with other users across the organization. You can also set Organization-Wide Default for the user object to Private. Business Use Case Higher management in Universal Container doesn’t want to allow their users to share their user records with other users.
Keep Favorite Report Folders In View
A folder is a place where you can store report, dashboard. Folders can be public, hidden, or shared, and can be set to read-only or read/write. It means a user may have access to several report and dashboard Folders. It’s difficult to find the report folder that you are looking
Embed Report Charts in Visualforce Pages
👉 Check out this article if you want to learn how to Add Report Chart to Lightning Record Page Reports and dashboards display how you performed in the past and what’s happening at the moment. They are important to driving success and implementation of any CRM project. The information provided
Splitting Credit across Your Sales Team
Opportunity splitting help you to share sales credit across an opportunity team. If your sales process includes multiple team members that should receive some portion of credit for a closed-won sale/deal, then you can use this feature. Business Use Case In Universal container normally single opportunity, get split and credit