Big Idea or Enduring Question: How to keep track of the last activity date and show it on the object detail page? Objectives: After reading this blog, you’ll be able to: Understand the differences between Last Activity and LastModified Dates Understand how Salesforce calculates the LastActivity Date Create a formula field to
Category: Service cloud
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
Setting up live agent in Salesforce
These days’ customers expect fast replies and quick resolutions. With Live Agent web chat, you can give them quicker responses to their queries, at a minimal price to you. Live Agent provides users the ability to interact with the agents through webchat to get more information about specific product or
Add Code Examples to Posts
Now it is possible to add code samples to posts when the rich text editor is enabled in Chatter Answers and Ideas, and the code will display in the proper format. Enable Rich Text Editor for Chatter Answers To configure it for ideas, follow the below steps in Salesforce Classic: