Build a custom home page in Salesforce Lightning: clone the default, place components, assign by app or profile, role examples, and delete one safely.
Salesforce IF formula cheat sheet: syntax, nested IF (if-else-if), IF with AND, OR, NOT, ISBLANK and ISPICKVAL, IF vs CASE, and the editor errors.
What Salesforce Chatter is and how it works: feeds, posts, mentions, groups, record feeds, Chatter on Lightning record pages, and posting from a flow.
Set up Agentforce for Service in Agentforce Studio: subagents, agent user access, data library, Live Test, and deploying to Enhanced Chat and email.
To add a custom navigation menu in Salesforce Lightning, open Setup > App Manager, edit the Lightning app, and choose the items for its navigation bar in the Navigation Items step. The Lightning navigation bar is the row of tabs across the top of the page (Home, Leads, Accounts, Contacts and so on), and every … Read more >>>
A support lead asks for a list of opportunities with no activity for more than 30 days. The answer is a date formula in Salesforce that compares the Last Activity Date with TODAY(). Salesforce date formula functions are the built-in functions (TODAY, NOW, DATE, DATEVALUE, ADDMONTHS, WEEKDAY and others) that create, convert, compare and calculate … Read more >>>
To query records created today or yesterday in Salesforce, filter on the CreatedDate field with a date literal: WHERE CreatedDate = TODAY returns today’s records and WHERE CreatedDate = YESTERDAY returns yesterday’s. Both are SOQL date literals, so you write them without quotes, and they work for any standard or custom object that has a … Read more >>>
To convert a 15 to 18 digit Salesforce ID, create a formula field on the object with the formula CASESAFEID(Id). The difference between a 15 and 18 digit record ID is only a three-character suffix, and this formula returns the 18-character version for every record, so you can reuse the field in reports, exports and … Read more >>>
To filter out null values in a Salesforce report, add a filter on the field, set the operator to not equal to, and leave the value box completely empty. The report then keeps only records where that field has a value, and every blank (null) row disappears. This is the answer to the common search … Read more >>>
To merge contacts in Salesforce Lightning Experience, open one of the duplicates, click View Duplicates in the Potential Duplicates panel, select up to three contacts, choose the principal record and the field values to keep, and click Merge. The other contacts are deleted and their related records move to the principal contact; the merge can’t … Read more >>>