A compact layout is used in Salesforce to show a record’s key fields at a glance, such as email, Date of birth, marital status, etc. It can also be used to manage which fields appear in the header. In this tutorial, we will learn about the compact layout in Salesforce, its use, and how to … Read more >>>
The field level is used to control the user’s approach to a field on an object. It can even determine whether the user can edit or see the value for specific fields on an object. Field-level security in Salesforce is a setting that allows the Salesforce admin to restrict user’s access to specific data. In … Read more >>>
Events are very important, and humans can’t remember all of them. But there is no need to worry while working in Salesforce, as it provides us with a feature to create events. In this Salesforce tutorial, we will discuss event in Salesforce Lightning. We will also learn how to show these events in the Salesforce … Read more >>>
When the customer raises a query regarding the issue they are having with the product, and if they ask for a refund, the support agent needs to go through the terms and conditions of the product sold to give the customer a refund. So here, if we have the AI in Salesforce Agentforce, it understands … Read more >>>
Earlier, whenever we wanted to email the customer, we needed to create an email template according to the subject and the email body. Then, we were able to send an email to the customer. Nowadays, Agentforce makes this task very simple. We only need to provide the details and prompt the agent why we want … Read more >>>
A Letterhead normalized the information in the header and the footer of an email template. Recently, I was required to create a custom HTML email template in Salesforce Lightning. While understanding it, I learned that HTML email templates need letterheads. So, in this tutorial, we will focus on working with letterhead in Salesforce and how … Read more >>>
Every user in Salesforce has a profile that lets you know about the details of the user, such as name, company name, phone, address, etc. Also, you can change and upload the Salesforce profile picture. In this Salesforce tutorial, I will explain profile pictures or avatars in Salesforce. I will also explain how to change … Read more >>>
Paths are used to visualize the stages that an object goes through as it processes through a process. They give a clear and short view of an object’s present status and indicate which stage it is presently in or what the awaited outcomes are at each stage. In this Salesforce tutorial, I will explain what … Read more >>>
In Salesforce, a public calendar is a shared calendar that can be accessed by multiple users within an organization. In this Salesforce tutorial, we will understand a Public Calendar in Salesforce and see how to create one in Salesforce. Public Calendar Salesforce Public calendars can be created to track team events, project deadlines, or any … Read more >>>
In Salesforce, the login history can be stored for a minimum period of time, up to six months, depending on the organization’s data. Only the admin can have permission to analyze the login history. In the Salesforce tutorial, we will explain login history in Salesforce interface and the login history report. Salesforce Login History In … Read more >>>