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
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
Branding Your Salesforce Login Page
Branding is a way to motivate the buyer, concretes user loyalty, and broadcast the message to all users. Any organization using Salesforce can customize the Salesforce login page. What means of Customizing login page? Salesforce allows you to change the look and feel of your login page by adding a
Trigger On Opportunity Team Member
An opportunity team is a set of users that normally work together on sales opportunities. A typical opportunity team might include the account manager, the sales representative, and a pre-sales consultant. As soon as you assign members in your Opportunity team and if you want to assign some task to
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 |
Count Records in a Related List using Apex
If you want to populate a field with the count of the number of records in a specific related list on a custom object. Without using roll-up summary field, then this blog post is for you. I will suggest two triggers. First trigger on the child object (to cause a
IsTest Annotation in Salesforce
Use the isTest annotation to define classes or individual methods that only contain code used for testing your application. The isTest annotation is similar to creating methods declared as test Method. Note:– Classes defined with the isTest annotation don’t count against your organization limit of 3 MB for all Apex