A Date Field in Salesforce can be used to enter the date, and we can also pick up the date from a pop-up calendar. In this Salesforce tutorial, We will learn to create and configure the Salesforce date field in the Account object. Date field type in Salesforce In Salesforce we can create custom fields … Read more >>>
Salesforce Currency Field permits users to enter dollars and any other currency amount and automatically formats the field as a currency amount. In this Salesforce tutorial, we will learn to create a Custom Currency field for a Salesforce object. The Currency field is available in the Salesforce Lightning as well as the Salesforce Classic Version. … Read more >>>
In Salesforce, flows are the most powerful automation tool. They can perform various tasks, such as creating a record, field updates, sending emails, and custom notifications. After changing any value, we can update the child object records, which are related records from the parent object. In this Salesforce article, we will learn about update related … Read more >>>
The checkbox field is defined as the field that can only be checked or unchecked in Salesforce. Here, true represents the checkbox’s value as 1, and false represents the checkbox’s value as 0. These types of checkbox fields can be added to custom or standard objects and together with custom objects, contacts, accounts, and opportunities. … Read more >>>
Dealing with huge amounts of data is a big problem, and this problem gets more serious when the same data is repeated multiple times, and we get clueless now with which data we work. This similar problem we commly face in Salesforce for the contact data. As a Salesforce consultant, I mostly get questions regarding … Read more >>>
Creating an opportunity in Salesforce helps the sales team to track and manage potential deals. If you want to know how to create opportunity in Salesforce, this tutorial is for you. In this Salesforce tutorial, I have explained the Salesforce opportunity and how to create a new opportunity in Salesforce Lightning as well as Salesforce … Read more >>>
In Salesforce flows, we can add record types to the flow and create records using record types with different page layouts for the same object. In this Salesforce tutorial, we will learn how to add record type in Salesforce Flow. We will see the record type in Salesforce and how to create records using it in Salesforce … Read more >>>
In this Salesforce tutorial, we will learn about creating a Note with the help of Salesforce Flow in Lightning. To do that, we will first create a screen flow with a note and then embed that flow on the record page. Note in Salesforce Flow In Salesforce flow, Note is basically a record type that … Read more >>>
In this Salesforce tutorial, we will learn how to Display Child Account Contacts Using a Salesforce Screen Flow. This screen flow allows the user to view the child account’s contacts on the parent account record page. While working as a System admin for an organization that provides business solutions, I was assigned the task of … Read more >>>
In Salesforce, when we need to send an email to the users to notify them of something or any update, we can create a pre-defined layout that may already include content, fields, or text. In this Salesforce tutorial, we will learn about creating an email template in Salesforce Flow. We will first understand what an … Read more >>>
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