It is the process in which we can control the Picklist values of Stage field of Opportunity Object. We can create different sales processes for…
Balance your team's workload by automatically assigning new leads to each user. A round-robin assignment means that all new leads will be assigned the same…
Introduction Lightning email action allows emails to be sent anywhere in Salesforce. Allows great customization, such as adding and subtracting fields or specifying predefined values.…
What are Salesforce Campaigns A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication(s). It stores essential performance metrics and…
Introduction Lookup Relationship is an object type relationship in Salesforce. It is one to one or one to many relationships between two objects. Some Features…
Introduction Page layout is an important concept introduced by Salesforce. It is mainly used to maintain the appearance of your object records detail page. It…
Master-Detail relationship in Salesforce means a parent-child relationship between any two objects in which the parent object controls some certain behaviour of detail object i.e.…
Introduction A profile in Salesforce is a group/collection of settings and permissions that define what a user can do in Salesforce. You can manage various…
Twilio for Salesforce Prerequisites Create a Twilio Account, if you don’t have it yet. MyDomain is configured for your Salesforce Instance. Create Twilio Account and…
There was a situation where I had to delete a Record Type from an Object and Page Layout for that Record Type. The record type…
If scheduling appointments is a consistent problem in your business, or you need to upscale your current system, try the Salesforce Lightning Scheduler. This add-on…
As we all know, security is the first priority in Salesforce. Salesforce provides different types of security features so customers' data is safe. In this…
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