An order is a contract between a company and a customer to provide services or deliver products with a known quantity, price and date. You can use orders to automate your organization’s post-deal process. After Spring’14, Orders are now generally available. You can use Orders to customize your order management
Tag: salesforce
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
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
View and Manage User Sessions
Unlike any other application, the System administrator can cancel users’ sessions. Now users with View Setup and Configuration permission can easily view user sessions and, if necessary for security or other reasons, end sessions (It’s required View All Data user permission) from the same page. The User Session Information page allows you
Obscure Secret Answer for Password Resets
Now you can hide your answer to a password reset question. When you answer a security question, let’s example when resetting your password, the answer is normally shown in plain text. Answers to security questions can now be hidden when you type. Without Enabling Obscure Secret Answer for Password Resets Feature
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,
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