Salesforce allows us to upload various types of Documents. You can upload these documents as an Attachment or in the Document’s section. Salesforce offers File storage for each edition. It includes files in attachments, Document‘s tab, File‘s tab, File field, Salesforce CRM Content, Chatter (including user photos), and Site.com assets.
Tag: ADM 201
Add Mass Members into Queues through Data Loader
In Salesforce Queue and Public Group represent group of users. We can add any number of users to Queue or public group. There is no limitation on the number of members per Public Group. Now start with a business requirement. Business Use case Martin Jones is a System Administrator at Gurukul on
Floating Headers in Summary and Matrix Reports
It is hard to remember the headers when you are viewing a report with thousands of rows. Instead of scrolling, create floating headers by freezing columns and rows. After the Spring’14 release when you scroll down to read a report, you can choose to have the header rows at the top
Mass Assign Permission Sets Using Data Loader
Automated Flow Examples Auto Assign or Remove Permission Set to Multiple Users Automatically Assign Permission Sets to New User Clone a User with their associated Public Group, Queue Membership, and Permission Sets Business Use Case System administrators want to assign Permission Sets to 20 users due to a business requirement.
Mass Update Records Through Enhanced List View
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,
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
Data Import Wizard
Data Import wizard, that’s provides a unified interface that lets you import data for a number of standard Salesforce objects, including accounts, contacts, leads, and solutions. The Data Import Wizard also lets you import data for custom objects. Difference between Existing Wizard and Data Import Wizard Below are the major