In customer relationship management, communication is one of the most important things the organization needs, and one way to communicate with customers is Email. There are multiple scenarios where you need to send one email to multiple customers, so you have the Send List Email Salesforce feature. In this Salesforce tutorial, I will explain the … Read more >>>
To run the business profitably it is important to engage with your employees, but sometime it is equally important to connect with customers and partners, so for this the world best CRM Salesforce, provides their admin Community in Salesforce. Let’s learn about the Salesforce community tool. I will guide you through each and every concept, … Read more >>>
Not only internal, but sometimes external users are also required to log in to the Salesforce community. For this, you need to create community user in Salesforce. So, In this Salesforce tutorial, I will let you know about the community user and how to create a community user in Salesforce. Community User in Salesforce Community … Read more >>>
I am working as a system admin for an e-commerce company that uses Salesforce as its primary CRM tool to manage customer support. The company has a team of support agents who handle customer inquiries and issues. I was assigned the task of creating a case for the customers’ issues. In this Salesforce tutorial, I … Read more >>>
Tab Visibility Salesforce defines which tabs can user access based on their profile and permission sets. In this Salesforce tutorial, I will explain tab visibility Salesforce. I will also explain the Salesforce tab default off vs hidden. Additionally, I will step-by-step guide on how to setup custom tab visibility in Salesforce. Tab Visibility Salesforce In … Read more >>>
In Salesforce, you need to close a case when the customer’s issue or inquiry is resolved; it is part of the case processing. In this Salesforce tutorial, I will explain the Salesforce close case with step-by-step guidance on how to close a case in Salesforce. I will also explain how to close multiple cases in … Read more >>>
Activity Timeline in Salesforce allows users to track their activities. In this Salesforce tutorial, I will explain about activity timeline in Salesforce. I will also explain how to enable activity timelines in Salesforce. Additionally, I will step-by-step guide you on how to customize the activity timeline in Salesforce. Activity Timeline in Salesforce The Salesforce activity … Read more >>>
Do you face any challenges where you want to add specific months to date in Salesforce? You can create Salesforce formula add months to date using addmonths function. In this Salesforce tutorial, I will explain the add months function in Salesforce with its syntax and examples. I will also show you step-by-step how to create … Read more >>>
Sometimes, you get a requirement to create a Salesforce formula that adds hours to a datetime. So, in this article, I will explain the Salesforce datetime field. I will also explain step-by-step how to create a formula to add hours to a datetime. Salesforce Datetime Field In Salesforce, the Data Type represents which type of … Read more >>>
Datetimevalue Salesforce is used to convert text to the datetime value. In this Salesforce tutorial, you will get to know about the salesforce datetimevalue function. Additionally, I will explain datetimevalue formula Salesforce. DATETIMEVALUE Salesforce The Salesforce Datetimevalue function is one of the Date and Time functions. The datetimevalue function is used to convert the date … Read more >>>