In Spring’15 release Salesforce added a new feature on Chatter, that is Add records to Chatter Groups. In the last article Automatically add records to Chatter Group” I had discussed the way to automate this process. In this article, I am going to discuss how you can allow your users to
Tag: ADM 201
Control Manual Sharing for User Records
You can now prevent users from sharing their own user records with other users across the organization. You can also set Organization-Wide Default for the user object to Private. Business Use Case Higher management in Universal Container doesn’t want to allow their users to share their user records with other users.
Keep Favorite Report Folders In View
A folder is a place where you can store report, dashboard. Folders can be public, hidden, or shared, and can be set to read-only or read/write. It means a user may have access to several report and dashboard Folders. It’s difficult to find the report folder that you are looking
Manage email notification for Chatter Group
In Salesforce Chatter group represent group of users. It’s a great way to boost collaboration in your organization. We can add any number of users in Chatter group. Chatter can email you every time someone follows you, posts to your profile or groups etc. You can also receive daily or
Embed Report Charts in Visualforce Pages
👉 Check out this article if you want to learn how to Add Report Chart to Lightning Record Page Reports and dashboards display how you performed in the past and what’s happening at the moment. They are important to driving success and implementation of any CRM project. The information provided
Splitting Credit across Your Sales Team
Opportunity splitting help you to share sales credit across an opportunity team. If your sales process includes multiple team members that should receive some portion of credit for a closed-won sale/deal, then you can use this feature. Business Use Case In Universal container normally single opportunity, get split and credit
Orders Management in Salesforce – Part 2
In last article Orders Management in Salesforce – Part 1 I have gone through the way to Enable, Create and Activate Order. In this article I will be going through Deactivate, Delete and Reduction Order, Reports concepts. Deactivate Orders To activate or deactivate orders it’s required “Activate Orders”user permission in the
Orders Management in Salesforce – Part 1
An order is a contract between a company and a customer to provide services or deliver products with a known quantity, price and date. You can use orders to automate your organization’s post-deal process. After Spring’14, Orders are now generally available. You can use Orders to customize your order management