Big Idea or Enduring Question: How do you automatically send an Onboarding email to new users with Salesforce Flow? Objectives: This blog post will help us to understand the following How to use Salesforce Flow to send out an email alert with attachments to new users How to use the
Tag: salesforce administrator exam
Recurring Tasks on a Flexible Schedule in Lightning Experience
You likely have tasks that repeat themselves on a regular basis – monthly reports, weekly team meeting, remembering to call your account team. Instead of creating a new task for each occurrence, give it a recurring due date. When you complete a recurring task, it will automatically reset for the
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
Archived Groups in Chatter
Archiving a Chatter group suspends the ability to create new posts or share files with the group, while retaining the group feed and files for future reference.This feature available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions. The best example I can discuss here is, To streamline
Add a New Button In List View
You often come across the requirement to add a button in the list view for some objects ( In this example, I am talking about Account list view). Guided Practice (We-do): To add a button in the list view, perform the steps below: Navigate to Setup | Object Manager |
Create a Task from Contact and Populate Account Using Quick Action
Business Use Case Pamela Kline is working as a System administrator at Universal Containers. She has received a requirement to auto-populate the account field when creating a new Task from Contact. Guided Practice (We-do): To create a quick action, perform the steps below: Navigate to Setup | Object Manager | Contacts |
Salesforce Job Interview Questions
How is Role Different from the Profile? Roles and Profiles are two different concepts in Salesforce.com, Some of the basic differences are: Profile helps to put restrictions on the Object whereas the Role helps in opening the records to the users above the Role Hierarchy Profile manages the Salesforce.com License,