Objectives: After reading this blog post, the reader will be able to: Create a list view in Lightning Experience Mass update records using list view Create a List View In Salesforce you can create a list view to filter out records based on any field that you have access to. For example,
Category: Sales cloud
Create Feed-based Page Layouts
After the Spring’14 release Feed-Based Page Layouts is now generally available. This is similar to the case feed layout, which has been available for a while and is now added to some standard objects and custom objects. This feature is available for Account, Contact, Lead, Opportunity, and custom object records by
Importance of Opportunity Contact Role in Salesforce
Opportunity Contact Role represents the role of Contact/Person account on an Opportunity. There is many-to-many relationship between Opportunity and Contact, through a junction object called OpportunityContactRole. In an opportunity, you may add many opportunity contact roles. There is no restriction on Account from which the Contact can come, you can add
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
Create a Task from Contact and Populate Account Using Quick Action
Business Use Case Pamela Kline is working as a System administrator at Universal Containers. She has received a requirement to auto-populate the account field when creating a new Task from Contact. Guided Practice (We-do): To create a quick action, perform the steps below: Navigate to Setup | Object Manager | Contacts |