In customer relationship management, communication is one of the most important things the organization needs, and one way to communicate with customers is Email. There are multiple scenarios where you need to send one email to multiple customers, so you have the Send List Email Salesforce feature. In this Salesforce tutorial, I will explain the … Read more >>>
I am working as a system admin for an e-commerce company that uses Salesforce as its primary CRM tool to manage customer support. The company has a team of support agents who handle customer inquiries and issues. I was assigned the task of creating a case for the customers’ issues. In this Salesforce tutorial, I … Read more >>>
In Salesforce, you need to close a case when the customer’s issue or inquiry is resolved; it is part of the case processing. In this Salesforce tutorial, I will explain the Salesforce close case with step-by-step guidance on how to close a case in Salesforce. I will also explain how to close multiple cases in … Read more >>>
Do you face any challenges where you want to add specific months to date in Salesforce? You can create Salesforce formula add months to date using addmonths function. In this Salesforce tutorial, I will explain the add months function in Salesforce with its syntax and examples. I will also show you step-by-step how to create … Read more >>>
Sometimes, you get a requirement to create a Salesforce formula that adds hours to a datetime. So, in this article, I will explain the Salesforce datetime field. I will also explain step-by-step how to create a formula to add hours to a datetime. Salesforce Datetime Field In Salesforce, the Data Type represents which type of … Read more >>>
Do you want to remove comma from number field in Salesforce? In this Salesforce tutorial, I will explain how to remove comma from number field in Salesforce Salesforce Remove Comma From Number Field In the Salesforce number field, by default, there are commas between the digits to make them read easier. For example, when you … Read more >>>
In our Salesforce CRM, we wanted to integrate a new marketing automation platform with Salesforce to improve marketing campaigns and lead management. The integration requires a Salesforce Org ID to establish a secure connection between the two systems. In this tutorial, I will explain the difference between 15-digit and 18-digit org IDs and how to find … Read more >>>
The sales team in our Salesforce org required a record page that contained all necessary information and actions in one place, improving their efficiency in managing sales opportunities. As a system admin, I created that custom Lightning record page for the Opportunity object according to the sales team’s requirements. In this Salesforce tutorial, I will … Read more >>>
Do you want to set tab style in Salesforce? In Salesforce, the object icon or tab style is a visual representation related to each object in the Salesforce user interface. Every day, you go through various applications on mobile, tablets, laptops, and workstations. These applications have icons that trigger a function on click. For example, … Read more >>>
Do you want to send an email through Quick Action Salesforce to communicate with leads and contacts? In this Salesforce tutorial, I will explain email quick actions and guide you step-by-step through sending them. Additionally, I will explain what to do when send email through quick action in Salesforce that is not visible. Send Email … Read more >>>