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Using Topics to Organize Records in Lightning Experience
Topics for objects offers a powerful way to crowdsource your company’s key themes and issues. Users can add topics to records to organize them by common themes. When users search for topics, records that they have access to that are tagged with the topic appear in results. Topics helps to
Two Factor Authentication In Salesforce via Lightning Login
What is Two Factor Authentication ? Once you enable Two Factor Authentication for few web applications like Gmail, Facebook etc. then to access such applications you have to enter your credentials with security code generated by mobile apps or received by SMS. Authentication Process in Salesforce ? Currently we have
How to Freeze User Accounts in Salesforce
Sometimes we have a requirement to deactivate users once They leave the company. If their account has a reference in a workflow email alert, custom hierarchy field, or somewhere else, in this case, you need to perform some extra steps. Investigation Maybe takes a few hours, but it might be
Salesforce Summer17 Release Quick Summary
Salesforce Summer’17 release notes preview is out. The Summer’17 release of Salesforce is now in available under the pre-release program. On 05th and 06th May Sandboxes will be upgraded so that your organization gets the look and feel of Summer’17 release. In this release, you can find a lot of new features as well as new enhancements related to Lightning Experience, and Search functionalities.
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
File Upload and Download Security Settings
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.
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.