Salesforce basic tutorials
In this Salesforce Tutorial, we will learn how to Add Hour to DateTime Field in Salesforce. Moreover, we will go through the steps using which we can Add Hour to DateTime Field in Salesforce Lightning and Salesforce Classic. In Salesforce, there are many scenarios where we need to Add Hour to DateTime in Salesforce, such … Read more >>>
In this Salesforce tutorial, we will discuss how to enable the notes in Salesforce Classic as well as Salesforce Lightning. Recently, while working with Leads in Salesforce, we got a requirement where we need to store extra information. However, this extra information is about interaction with a lead. So, after a lot of research, I … Read more >>>
In this salesforce tutorial, we will learn how to add 1 Month to Date in Salesforce. Moreover, we will go through steps using which we can add 1 month to date in Salesforce Lightning and Salesforce Classic. While working in an organization that uses salesforce as a CRM tool, I got a task where I … Read more >>>
In this Salesforce tutorial, we will learn how to add a bucket field in salesforce. Recently, I got a requirement where I need to group and categorize data based on specific criteria such as ranges, categories, etc. To fulfill this requirement, I create a bucket field in Salesforce. So, if you use Salesforce and want … Read more >>>
In this Salesforce tutorial, we will learn how to create field updates using workflow rules in salesforce. In Salesforce field update using a workflow rule is a powerful computerized tool that permits businesses to automatically update field values on an object based on definite criteria. It is a kind of intermediate action that can be executed when … Read more >>>
In this Salesforce tutorial, we will discuss how to export reports to excel in both Salesforce Lightning and Salesforce Classic editions. Recently, I got a requirement where I need to share the report with multiple users. So, I need to find a common way to share the report with others. However, one common way to … Read more >>>
In this Salesforce tutorial, we will understand a Public Calendar in Salesforce. Moreover, we will also see how to create a public calendar in Salesforce Lightning and Salesforce Classic. Recently, I got a requirement where I need to share certain information about upcoming events, deadlines, or important dates with the entire team. So, to fulfill … Read more >>>
In this Salesforce tutorial, we will learn how to add a photo to the salesforce profile. If you are new to Salesforce, the first thing you need to do is add your photo to the Salesforce profile. So, if you want to learn How to add a photo to your profile in Salesforce Lightning and Salesforce Classic step … Read more >>>
In this Salesforce tutorial, we will learn how to create a web-to-lead form in salesforce. Digital marketing is all about getting people to your website and keeping them there for an extended period of time. And for marketing and sales teams, the best way to attract website traffic is by converting visitors into leads. That’s … Read more >>>
In this salesforce tutorial, we will learn different ways to convert lead to opportunity in salesforce lightning and salesforce classic step by step. Suppose, you are working in a marketing company and your job role is to sell products to clients or organizations. And you have successfully done your job. So now it is time to … Read more >>>