In this Salesforce tutorial, we will learn how to clone an Opportunity in Salesforce. The feature of cloning an opportunity is available in Salesforce Lightning and Salesforce Classic versions. Opportunity Cloning in Salesforce In Salesforce, cloning of opportunities is not an inbuilt feature but it is the process of making a copy, duplicate, or clone … Read more >>>
In this Salesforce tutorial, we will learn how to change account owners in Salesforce. We will discuss the method of changing owners of accounts in Salesforce Lightning and Classic editions. There are two ways to change the owner of accounts, the first way is to change the account owner from the record page in the … Read more >>>
In this Salesforce tutorial, we will learn to Clone a List View in Salesforce. In Salesforce it is possible to create a clone of the list view in Salesforce Lightning only and sadly this feature of creating a clone of a list view is not available in Salesforce Classic. While working in the sales team … Read more >>>
In this Salesforce tutorial, we will learn to Freeze and Unfreeze a user in Salesforce. The feature of freezing and unfreezing a user account is available in both Salesforce Lightning and Salesforce Classic editions. Freezing a User Account in Salesforce In Salesforce, we have a feature to freeze the user account a user, preventing that … Read more >>>
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 >>>
Salesforce Number Field can be used anywhere users want to store data in numbers. Recently, I worked in the Salesforce company. While working here, I received a task where I needed to enter the joining date of all the employees who work in the company. To fulfill this requirement, I used the number Field Type, … Read more >>>
In the Salesforce CRM, as a part of maintaining a secure environment, system admins need to ensure robust password policies, and for that, it is required to edit the Password Policies of profiles in Salesforce org. according to the requirements to ensure security. We will discuss the method to View and Edit Password Policies of … Read more >>>
In Salesforce, Grant Access Using Hierarchies ensures that users who are at a higher level have access to records owned by lower-level users in the role hierarchy. In this article, we are going to learn about how to grant access using hierarchies in Salesforce, and we are going to discuss why there is a need … Read more >>>
In Salesforce, the locked user mainly points to the temporary Salesforce restricts that user from logging in to Salesforce Org. We need to unlock that user to allow them to log in to Salesforce Org. In this Salesforce tutorial, we are going to learn about Lock and Unlock User Accounts in Salesforce. Additionally, we will … Read more >>>
In Salesforce, for security purposes and to help protect the Salesforce Org from unauthorized access, we can specify IP addresses so users can log in to Salesforce org without any interruption that’s the purpose of IP ranges. In this Salesforce tutorial, we will learn How to Restrict Login IP Addresses in Profiles in Salesforce, and … Read more >>>