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
Category: Sales cloud
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
Auto Revenue Splitting in Opportunities
How do you automatically split revenue using Lightning Flow or Process Builder?
Auto Forward Records to a Connection Using Salesforce Flow
Big Idea or Enduring Question: Salesforce-to-Salesforce is a natively supported feature of the Salesforce Platform and easily enables two dealing partners to share relevant data records in real-time. It allows you to share records with your business partners that use Salesforce and get real-time updates on the shared data. For
Don’t Let Pending Approval Requests Linger – Reassign!
Big Idea or Enduring Question: Is your Org cluttered with pending approval requests? Why not reassign the requests to a User (Chief Financial officer) or Queue? Ah, a clean org does feel good, doesn’t it?! Awesome! An approval process is an automated process an organization can use to approve records in Salesforce. One
Email-to-Lead with the Help of Salesforce Flow
Big Idea or Enduring Question: How to utilize the Flow and set up email-to-lead in salesforce? Salesforce Flow is a powerful feature provided by Salesforce to minimize the code in your organization. By using it you can create, update, delete records everything just drags and drop. With the recent enhancements