In Salesforce, relationship fields – such as Lookup, Master-Detail, or Hierarchical – allow a customer to connect one object with another object. Now imagine a use case where a customer wants to connect one object with multiple objects – i.e., relate a child object to multiple parents’ objects. In this blog,
Category: Sales cloud
Automatically Clone a Record if it Meets Certain Criteria
How to use Salesforce Flow to automate business scenarios that involve cloning an existing record.
How to Setup Sender Policy Framework (SPF) for Salesforce
Big Idea or Enduring Question: How to set up Sender Policy Framework (SPF) feature to allow receiving message transfer agents (MTAs) to validate that the sending MTAs are authorized to send email from the Salesforce domain? Objectives: After reading this blog, you’ll be able to: Understand different email authentication protocols
How to Setup DKIM Key in Salesforce
Big Idea or Enduring Question: How to set up DKIM (DomainKeys Identified Mail) key feature to let Salesforce sign outbound email sent on your company’s behalf. Objectives: After reading this blog, you’ll be able to: Understand different email authentication protocols Understand DKIM purpose Understand how DIKM works Setup DKIM key
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
Automatically Assign Pricebook Based on Opportunity Record Type
Big Idea or Enduring Question: A Price Book is a book in which the prices of products are listed. Currently, business users have to select a price book as soon as an opportunity is created. In this article, let’s check out a way to auto-assign a Price book based on the