In this Salesforce tutorial, we will learn about a global picklist value set in Salesforce. Additionally, we will see how to create a global picklist value set in Salesforce and how to use it as a picklist field. What is a Global Picklist in Salesforce? Salesforce provides us with the feature “Global Picklist Values,” which … Read more >>>
A custom picklist and multi-select picklist in Salesforce is a set of values that we can use in the object as a picklist field. From that value, we can select a single value from a simple picklist and multiple values from a multi-select picklist. In this Salesforce tutorial we will learn about How to Create … Read more >>>
A picklist permits the user to add new values or replace picklist values from a pre-defined picklist. In this Salesforce tutorial, we will learn how to Add and Replace Picklist Values in Salesforce. We will see how to add a new value, replace an existing one, and rename an existing one. Additionally, we will see … Read more >>>
In this Salesforce tutorial, we will learn how to set visible lines for the text area long field in Salesforce. The feature to set visible lines for the long text area field is available in Salesforce Lightning and Salesforce Classic as well. Visible lines in Salesforce In Salesforce, the “Visible Lines” property for a long … Read more >>>
In Salesforce, we can create only two master-detail relationships on the same object; sometimes, it isn’t important to have an MDR relationship on the Objects, so we can convert it into a lookup relationship instead. In this Salesforce tutorial, we are going to learn about Convert Master-Details Relationship into Lookup in Salesforce. We will see 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 >>>
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 >>>
I’m working as a Salesforce system admin for an organization that manages customer data using both Salesforce and an external ERP (Enterprise Resource Planning) system. We use Salesforce for sales and customer interactions, while the ERP system is used for inventory, billing, and order management. We need to ensure that customer information in Salesforce matches … Read more >>>
Log a Call Salesforce allows users to record the communication they did with the customer. In this Salesforce tutorial, I will explain the detailed concept of log a call Salesforce. I will guide you step-by-step through how to log a call in Salesforce. Additionally, I will explain how to create log a call report in … Read more >>>
Add Image in Salesforce Email Template helps to attract the attention of the audience, increase the recognition of the brand, help readers to understand the content easily, and add a personal touch to the email. In this Salesforce tutorial, I will let you know how to add images to email templates in Lightning and Classic … Read more >>>