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 >>>
While working with Salesforce CRM as an admin, I tracked daily records activities, including Tasks, Events, Log Calls, Emails, etc. However, I could not view the Email tab on the Activities tab of the Account object. Then, by modifying the page layouts, I added the Email tab under the Activity tab. In this Salesforce tutorial, … Read more >>>
Recently, while creating a feedback form for one of my clients, I was required to change the field type of some records. In Salesforce, we can easily change the field type by navigating the object manager. I will show you how to change field type in Salesforce. In Salesforce, the change field type is the … Read more >>>
While working as a Salesforce Administrator, I was assigned the task of calculating the sum of the amount fields from all related child records and displaying that total sum on the parent record. We can use a formula to calculate it, but the rollup summary field makes it very easy. In this Salesforce tutorial, we … Read more >>>
While working with Salesforce CRM, I was assigned the task of creating a follow-up event for the Opportunity and Campaign records. Instead of creating the events manually, I decided to automate the task creation using the Salesforce flow. The two approaches I followed to create events using flows are as follows. If you are new … Read more >>>
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