How to Create a Dashboard in Salesforce Lightning and Add It to the Home Page
Create a dashboard in Salesforce Lightning from your reports, pick the right charts and folder, then put it on the Home page with Lightning App Builder.
15 vs 18 Digit Salesforce ID: Convert 15 to 18 (and Back) in Apex, Formulas and Excel
Convert a 15 to 18 digit Salesforce ID with CASESAFEID, Apex, the checksum or a tested Excel formula, and go back from 18 to 15 safely.
Track Case Reassignments Using a Case History Report in Salesforce
Use a Case History report in Salesforce to count case reassignments: track Case Owner, filter Field / Event, group by case, and avoid the SOQL double rows.
MIN() Function in Salesforce | Syntax, Examples, & Use Cases
The MIN() function in Salesforce returns the smallest of two or more numbers: MIN(Discount__c, 0.25) caps a discount at 25%. It only accepts numbers, so MIN(StartDate, CustomerSignedDate) fails, but you can still find the earliest of several dates with a simple workaround that I tested below. In this tutorial, you’ll find the syntax, practical number … Read more >>>
How to Attach Files to the Records in Salesforce
In this Salesforce tutorial, we will learn to attach files in Salesforce Record Pages and Email templates and discuss this method of attaching files in Salesforce Lightning and Salesforce Classic. Attach Files to the Records in Salesforce In Salesforce, attaching files to records is a better way to organize the information. With the help of … Read more >>>
Organization-Wide Defaults in Salesforce | How to Set the Org-Wide Sharing Defaults for Users in Salesforce
Do you want to learn about Organization-Wide Defaults in Salesforce? In this Salesforce tutorial, I will explain how to Set Org-Wide Sharing Defaults for Users in Salesforce. It is possible to Set the Org-Wide Sharing Defaults for Users in Salesforce lighting and Salesforce Classic. What is OWD (Organization-Wide Defaults) in Salesforce? OWD (Organization-Wide Defaults) is … Read more >>>
How to Create an Auto-Number Field in Salesforce Lightning (Step-by-Step)
If you want Salesforce to automatically generate a unique number or ID for records, such as CASE-0001, OPP-00023, or REQ-000100, you can use an Auto Number field. An Auto Number field is one of the most useful field types in Salesforce because Salesforce automatically creates a unique value for every new record. You don’t need … Read more >>>
Convert a JSON String To Map in Salesforce Apex
Recently, in our Salesforce Org, we were developing an application that integrates with an external API to fetch customer information. The API returns customer details in JSON format, so we have to parse this JSON string to store it in a Map for access within the Apex code. In this Salesforce tutorial, I will explain … Read more >>>
Schema Class in Salesforce Apex
In Salesforce Apex, properly organizing database objects, fields, and relationships is required to build easily maintainable applications. For this, we use the Schema Class in Apex, which provides methods to get details about database objects and fields. In this tutorial, I will explain the Schema class in Salesforce Apex, how it works, and some practical … Read more >>>
Salesforce Checkbox Formula Field: Use Cases & Examples
While working as a Salesforce Admin, we sometimes need to quickly identify records that meet specific conditions without creating any automation, such as a Flow or Process Builder. For example, the sales team wants to know if an opportunity’s Close Date is before TODAY() and the Stage is not “Closed Won” or “Closed Lost“. Instead of asking users to … Read more >>>