Salesforce offers two different ways to manage customer data: person account and contact in Salesforce. Person Accounts blend features of both Accounts and Contacts, making them ideal for businesses that deal directly with individual customers. Contacts, on the other hand, are linked to business Accounts and represent people within a company. Person Accounts are best … Read more >>>
Visual representation of the Salesforce org data model is known as Schema Builder in Salesforce. In this Salesforce tutorial, I will explain schema builder and access schema builder in Salesforce. Additionally, I will explain how to create custom objects and custom fields and delete them using schema builder in Salesforce. What is Schema Builder in … Read more >>>
Salesforce OmniStudio is a powerful suite of tools that helps businesses create custom applications and experiences within the Salesforce platform. Without extensive coding knowledge, it allows users to design and deploy branded, guided interactions across various devices and channels. This low-code development platform simplifies the process of building complex, industry-specific solutions. OmniStudio combines several layers … Read more >>>
In this tutorial, we will learn how to Enable Contacts to Relate to Multiple Accounts in Salesforce. In this article, we will see the following topics: Account and Contact relationship in Salesforce. In Salesforce, the relationship between Accounts and Contacts is a Lookup Relationship. It’s a special type of relationship because when we delete the … Read more >>>
In this Salesforce tutorial, we will learn how to create visualforce email template in Salesforce. In Salesforce, we can create text templates to send birthday wishes, monthly summaries, etc., to various people. However, these templates are restricted while using those templates. We cannot attach any object we want and use all its fields. For this purpose, … Read more >>>
In this Salesforce tutorial, we will learn about Salesforce Case teams Salesforce. The feature of creating case teams is available in Salesforce Lightning and Salesforce Classic. The Case teams help groups of people work together to solve a case. We will discuss the Case teams in Salesforce through the following points What is a Salesforce … Read more >>>
While working as a Salesforce system admin, I got a requirement from the sales team that they need a customized log a call action to track additional details. In this Salesforce tutorial, I will explain how to customize a log a call action according to the sales team’s requirements and guide you through editing the … Read more >>>
In our organization, the Salesforce lead team mostly manually assigns records to a specific user or queue to work on the leads. So, we thought of automating the lead assignment process. So that when a lead is created, it will automatically be assigned to a specific sales representative. In Salesforce, we have a feature that … Read more >>>
In recent modifications to the Salesforce record page layouts in my org, I added a custom tab on the record page of an Account object to provide additional information about the related activities of the specific account record. I will explain the tabs in Salesforce and how to add them to Lightning Record Pages. We … Read more >>>