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: Con 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
Posting Dashboard Snapshots to Chatter
Some time you want to share the Dashboard with other users, but due to business constraint you can’t give users to dashboard access nor add him/her to the schedule dashboard list. The best option is to post a snapshot of a dashboard component to a Chatter feed in order to
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.
Export Reports Without Footers in Lightning Experience
Objectives: After reading this blog post, the reader will be able to: Export report in lightning experience Export report without a disclaimer Export a Report When you export a Report from Salesforce you can find some standard message (By default Salesforce adds five rows to the bottom of the .csv
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