Public Groups in Salesforce

what is public group in salesforce

Do you want to share the records and communicate with all the users in your Salesforce org? For this, you can create Public Groups in Salesforce. In this Salesforce tutorial, I will explain to you about the public group in Salesforce and its uses. I will also cover the steps on how to create a … Read more >>>

Salesforce Queues

How to create queues in salesforce lightning

Salesforce Queues have records that are not assigned to any user; you can later decide and assign the records to the users. In this Salesforce tutorial, I will explain about the queues in Salesforce. I will explain the steps of how to create queue in Salesforce What is Salesforce Queues In the Salesforce queue is … Read more >>>

2 Various Ways to Add and Remove Tabs in Salesforce Lightning

tabs in salesforce lightning

Do you want to change the look of the app or navigation bar? For this, you can add and remove tabs in Salesforce Lightning. In this Salesforce tutorial, I will explain how to customize the tabs in Salesforce. I will guide you step-by-step on how to remove tabs in Salesforce Lightning and how to add … Read more >>>

Customize log a call in Salesforce Lightning

How to customize log a call in salesforce

In this Salesforce tutorial, we will try to understand how to customize log a call in Salesforce Lightning. “Log a call” is a widely used Activity tab in Salesforce Lightning. The role of this activity tab is to record the interaction between the user and the customer. However, there could be requirements where we need … Read more >>>

Log a Call Salesforce

how to log a call in salesforce

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 >>>

Activity Timeline in Salesforce

how to enable activity timeline in salesforce

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 >>>

How to Close a Case in Salesforce

salesforce how to close a case

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 >>>

Tab Visibility Salesforce

salesforce tab hidden

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 >>>

How to Create a Case in Salesforce

how to create a case in salesforce lightning

Case in Salesforce is used to represent the inquiry, feedback, or support raised by the customer. In this Salesforce tutorial, I will explain salesforce cases. I will also explain the steps to create case in Salesforce. What is Case in Salesforce In Salesforce, the case is usually used to trace and control issues, questions, and … Read more >>>

Create Task List View Salesforce Lightning

create task list view salesforce lightning

Do you want to learn how to create a task list view Salesforce Lightning to filter the task? In this Salesforce tutorial, I will explain the Salesforce task list view. I will also explain how to create a new task list view in Salesforce Lightning. Task List View Salesforce In Salesforce, tasks object is used … Read more >>>