I recently worked for an organization where customers usually raise cases by phone or email. However, the support team wanted the customers to generate cases from a web form also so that they could focus on solving existing cases. For that, we can use the Web-to-Case in Salesforce feature, which generates cases directly from our … 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 >>>
In Salesforce CRM, there is a New button feature on the record page for standard objects like Account, Opportunity, Cases, Leads, etc. This new button is visible in the list view of the specific object. When the sales team tried to create account records using the New button, they noticed that it was not visible … 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 >>>
Our organization uses Salesforce as its CRM tool, and recently, the support team faced an issue while handling duplicate cases. When they tried to merge the duplicate cases, the Merge button did not appear on the record page. In this Salesforce tutorial, I will explain how I restored the Merge Cases button back to the … Read more >>>
Our organization uses Salesforce as its CRM tool, and the support team assigns cases manually. As a Salesforce Administrator, I was assigned the task of automating the case assignment for new cases. In Salesforce, we can automate this process using a case assignment rule. In this tutorial, I will explain the case assignment rules in … Read more >>>
I recently updated and modified the Page Layout of the Lead object in Salesforce. However, the sales team encountered an issue when converting a Lead Record to an Opportunity. Here, the Convert button on the record page of the Lead object was missing. In this Salesforce tutorial, we will discuss how to check and add … Read more >>>
While working on the Case records, our team encountered an issue where the Quick Actions were missing from the Case page layout in Salesforce Lightning. So, after trying multiple solutions, we came up with a general solution that I will share with you. In this Salesforce tutorial, we will understand how to enable or add … 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 >>>
We can update the record in Salesforce Lighting record pages using the Edit button. I usually perform large data updates using tools like Data Loader, but it is better to do it with the edit button on the record page when you have to update or modify a record or two. However, when I tried … Read more >>>
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