Salesforce Rich Text Field can be used to format text with common formatting options like bold and italic, which are unavailable in plain text. Recently, I worked for the Freddie company in the United States of America. While working here, I received a task where I needed to format the text. To fulfill this requirement, … Read more >>>
Salesforce Document holds information like content in the form of PDFs and images. In this Salesforce tutorial, I will explain the Salesforce document object. I will also explain the procedure of creating documents in Salesforce. Additionally, I will explain to you Salesforce’s “My Personal Documents”. Salesforce Document Object Salesforce Document is nothing other than the … Read more >>>
To store the backup or to manage or integrate the customer’s contacts, it is important to export contacts from Salesforce. In this Salesforce tutorial, I will explain several ways how to export contacts from Salesforce and their details. I will also explain the step-by-step proced ure for exporting campaign members to Salesforce. Export Contacts from … Read more >>>
The Salesforce text field allows you to enter combinations of letters and numbers. It can be used anywhere to write texts and letters, and it is similar to the description field. Recently, I was assigned a task requiring me to write descriptions, comments, and details related to products and objects. To fulfill this requirement, I … Read more >>>
In Salesforce, custom notifications enhance communication amongst the org’s users by delivering personalized, real-time messages and alerts through app notifications. In this Salesforce tutorial, we will learn to send custom notifications using flow in Salesforce. Send Custom Notification Using Flow in Salesforce In this example, I will create a triggered flow that will send a … Read more >>>
In Salesforce, we can automate the deletion of records whenever we want using the Flow Builder. In this Salesforce tutorial, we will learn how to delete related records using flow actions in Salesforce, using real-time scenarios and step-by-step explanations. Let’s take a Scenario from my time as a Salesforce Admin for a US-based Organization that provides software … Read more >>>
Do you want to delete custom object Salesforce? In this Salesforce, I will explain the Salesforce delete object. I will also explain how to delete custom object in Salesforce Lightning and Salesforce Classic. Additionally, I will explain the procedure of salesforce mass delete custom object records. Delete Custom Object Salesforce Before, you will learn to … Read more >>>
Salesforce Phone Data Type is used to enter any phone number, and this phone field type automatically formats the text as a phone number. We can use the phone field for typing the account number, product number, etc. Recently, I worked in a Salesforce company in America. While working here, I received a task to … Read more >>>
The salesforce percentage field is used to enter the percentage number. We can use the percentage field anywhere the user wants the calculation in percentage. Recently, I worked in a Salesforce company in America. They were assigned the task of calculating the percentage of all the employees who work in the company. To fulfill this … Read more >>>
In Salesforce, using the record-trigger flow, we can automate the process of deleting records that do not meet the required criteria. In this Salesforce tutorial, we will learn how to delete records using flow in Salesforce, using real-time scenarios and step-by-step explanations. Delete Record using Flow in Salesforce While working as a Salesforce Admin for … Read more >>>
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