I am working as a Salesforce system admin, and in our Org, we have the Create Opportunity button removed / disabled from almost everywhere. We only want the users to create a new Opportunity from the Contact records. For this, we have two options: to create opportunities from the New button in the Opportunity section … Read more >>>
As a Salesforce admin I was working on a lead conversion report. The manager wanted to review the number of leads generated from the web and the conversion of those leads to customers over the last quarter. To create this type of report in Salesforce, we have a matrix report. Here, I will explain matrix … Read more >>>
As a system admin, I worked on Salesforce reports. Recently, the sales manager asked me to create the account’s annual revenue report. However, some account records fields are blank and include null values in the “Annual Revenue” field. To ensure the correct analysis, I need to create a Salesforce report with only records with non-null … Read more >>>
I recently created a sales performance report, which contains specific information about quarterly sales activities. The sales manager asked me to share this report with the sales team and upper management to discuss future plans. In Salesforce, we cannot share a single report directly. However, there are other ways to share a single report. In … Read more >>>
While working as a system admin in an organization that uses Salesforce, I configured a custom app named Bank_CRM created specifically for finance. This app contains sensitive financial data, so it was required to add privacy to make it available only for the “manager” and system administrator profiles. For that reason, we decided to disable … Read more >>>
Recently, while working as a Salesforce system admin, I was tasked with creating Web tabs for an external website, a Salesforce tutorial website. The company wants users to be able to navigate to the tab without exiting from the org environment, so whenever they face issues related to data management or want to learn about … Read more >>>
Recently, a client asked us to add custom tabs to their Salesforce org setup to manage project-related tasks, tracking project milestones, deadlines, assigned team members, and client communication. This custom tab will help project managers and team members view and update project-related information in a single tab. Now, we will discuss the process of adding … Read more >>>
While working in a Sales team of an organization that uses Salesforce CRM, we used to regularly review the quarterly sales performance report. Recently, we had to create a report for a specific product category, and we checked that we already had a report similar to that. So, we decided to clone that report instead … Read more >>>
I was working as a Salesforce admin in an organization that has been using a custom sales application within Salesforce. We recently implemented a new, more efficient sales application that integrates more effectively with existing processes. The old custom sales application is no longer needed, and we want to delete it to avoid duplication and … Read more >>>
Recently, while modifying the application layout according to the client’s requirements, we created some custom tabs. To make these tabs available to users, we have to add them to the lightning pages. Here, I will explain what tabs are in Salesforce and their types. Then, I will show you various ways to add or remove tabs … Read more >>>
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