Duplicate records in Salesforce refer to the presence of multiple records with the same information within objects like Accounts, Leads, Contacts, etc. In this Salesforce tutorial, I will explain different ways how to find duplicate records in Salesforce. Find Duplicate Records in Salesforce There are multiple resources that cause duplicated records in Salesforce without any … Read more >>>
Every user has one profile, so let’s learn about Profile in Salesforce. So, in this tutorial, I will explain about the profiles in Salesforce and the steps to create a profile in Salesforce. What is Profile in Salesforce with Example Profile in Salesforce is the default setting and permission that users have. Every user has … Read more >>>
Do you want to send an email through Quick Action Salesforce to communicate with leads and contacts? In this Salesforce tutorial, I will explain email quick actions and guide you step-by-step through sending them. Additionally, I will explain what to do when send email through quick action in Salesforce that is not visible. Send Email … Read more >>>
A compact layout is used in Salesforce to show a record’s key fields at a glance, such as email, Date of birth, marital status, etc. It can also be used to manage which fields appear in the header. In this tutorial, we will learn about the compact layout in Salesforce, its use, and how to … Read more >>>
The text included at the last of the email that contains information about the contact details of who is sending the email or company branding is known as a Salesforce Email Signature. So, in this Salesforce tutorial, I will explain email signature in Salesforce and how to create email signatures in Salesforce. Additionally, I will … Read more >>>
The field level is used to control the user’s approach to a field on an object. It can even determine whether the user can edit or see the value for specific fields on an object. Field-level security in Salesforce is a setting that allows the Salesforce admin to restrict user’s access to specific data. In … Read more >>>
Salesforce custom links can be added to several records, pages, and layouts within the Salesforce platform. They can also be used to give fast access to external and internal pages. In this Salesforce tutorial, I will explain custom links in Salesforce and how to add custom links in Salesforce. What are Custom Links in Salesforce? … Read more >>>
When a customer sends an email to report a problem, Salesforce automatically creates a case record from that email. The subject of the email becomes the case subject, the email body becomes the case description, and the customer’s email is linked to the case. This helps support agents manage, respond to, and track customer issues … Read more >>>
Events are very important, and humans can’t remember all of them. But there is no need to worry while working in Salesforce, as it provides us with a feature to create events. In this Salesforce tutorial, we will discuss event in Salesforce Lightning. We will also learn how to show these events in the Salesforce … Read more >>>
A default landing page is a page that the user is directed to upon logging into the Salesforce account or platform. This landing page can be specially made to display the applicable information and functionality to the user based on their role and profile. In this Salesforce tutorial, I will explain how to set default … Read more >>>