Objectives: After reading this blog post, the reader will be able to: Export report in lightning experience Export report without a disclaimer Export a Report When you export a Report from Salesforce you can find some standard message (By default Salesforce adds five rows to the bottom of the .csv
Category: Lightning Experience
Data Import Wizard
Data Import wizard, that’s provides a unified interface that lets you import data for a number of standard Salesforce objects, including accounts, contacts, leads, and solutions. The Data Import Wizard also lets you import data for custom objects. Difference between Existing Wizard and Data Import Wizard Below are the major
Archived Groups in Chatter
Archiving a Chatter group suspends the ability to create new posts or share files with the group, while retaining the group feed and files for future reference.This feature available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions. The best example I can discuss here is, To streamline
Use Email to Post to Chatter Groups
Salesforce allow your users to send email messages to Chatter Group email address to create Chatter posts. It’s doesn’t require your Salesforce credentials. You can can only email your posts to Chatter groups that you have access to. Also, users are able to reply to Chatter email notifications and add
Post Announcements in Chatter Groups
Announcement is very important to Spread news across your organization, and Chatter is an awesome feature in Salesforce to do that. Post group announcements is to highlight important messages on the group page. I have written a few articles on Chatter. Why not check them out while you are at
Customize Branding for Chatter Email Notifications
Chatter can send you an email when somebody follows you, posts to your profile or groups, and much more. You can also receive daily or weekly abridgments with posts and comments from your feed and groups. In all email notifications, you can notice, it comes with the Salesforce logo and
Requesting a Meeting Using Cloud Scheduler
Every day, you are using various tools to schedule meetings like Outlook, Emails, etc. Salesforce has a great feature that will help schedule meetings without using any third-party tool. You can use Cloud Scheduler to request and schedule appointments with your customers and coworkers. This feature can help with user
Add a Custom Button In List View
You often come across the requirement to add a button in the list view for some objects ( In this example, I am talking about the Account list view). Guided Practice (We-do): To add a button in the list view, perform the steps below: Navigate to Setup | Object Manager