How to add a new Opportunity to Accounts in Salesforce

New Opportunities fields to add in Salesforce Accounts

In this Salesforce tutorial, we will learn about adding new opportunities under Accounts in Salesforce Lightning and Salesforce Classic editions. Adding Opportunities in Salesforce Accounts In Salesforce, adding opportunity records to accounts is a process of associating potential sales opportunities with specific customer accounts. The customer relationship management tool (CRM) of Salesforce allows us to … Read more >>>

How to Convert Text to Number Field Type in Salesforce

How to convert text to number field type in Salesforce

In this Salesforce tutorial, we will learn how to convert the text to number field type in Salesforce. The text field is a type of field that permits the user to enter any type of combination of letters, and symbols and here we convert this text field to a number. The number field permits the … Read more >>>

Salesforce Formula Add Year to Date

Salesforce Add Year to Date

In this Salesforce Tutorial, we will learn┬áthe formula to Add Year to Date in Salesforce. Moreover, we will go through the steps using which we can Add the Year to Date Field in Salesforce Lightning and Salesforce Classic. In addition, we will go through one special case based on the requirements of the user. The … Read more >>>

How to Attach Files to the Records in Salesforce

Choose File to attach in records in Salesforce

In this Salesforce tutorial, we will learn about Attaching files in Salesforce Record Pages and discuss this method of attaching files in both Salesforce i.e., 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 of records and with … Read more >>>

Delete and Deactivate Opportunity Stage Picklist Value in Salesforce

Opportunity Stage Value delete in Salesforce Classic

In this Salesforce tutorial, we are going to see the method of Deleting an Opportunity Stage Picklist Value in Salesforce Lightning and Salesforce Classic. In addition to this, we will also see the Deactivation of Opportunity Stage Picklist Value in both editions of Salesforce. Delete Opportunity Stage Picklist Value in Salesforce In Salesforce, deleting Opportunity … Read more >>>

Unique Text Field Type in Salesforce

How to make text field type unique in Salesforce Lightning

In this Salesforce tutorial, we will learn how to make the text field type in Salesforce. The unique text field refers to the field that applies the uniqueness among the values that we enter in the field and that stores it as a record in a specific object. When we enter the value in the … Read more >>>

How to Change Text Field Length in Salesforce

Change text field length in Salesforce

In this Salesforce tutorial, we will learn how to change text field length in Salesforce. The text field permits the users to enter any combination of letters and numbers. Let’s take an example to understand clearly, We discuss case description field length increase. Imagine there is a company and I am working for the customer … Read more >>>