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

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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

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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.

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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.

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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,

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