Salesforce Notes

Salesforce Notes

Notes in Salesforce are features that allow users to add remarks or comments for various Salesforce objects, such as Accounts, Opportunities, Leads, etc. Recently, while working with Leads in Salesforce, we received a requirement to store extra information. However, this extra information concerns an interaction with a lead. So, after a lot of research, I … Read more >>>

Salesforce Public Calendar

Adding user access to public calendar in Salesforce Lightning

In Salesforce, a public calendar is a shared calendar that can be accessed by multiple users within an organization. In this Salesforce tutorial, we will understand a Public Calendar in Salesforce and see how to create one in Salesforce. Public Calendar Salesforce Public calendars can be created to track team events, project deadlines, or any … Read more >>>

Salesforce Leads [Complete Tutorial]

Add Leads in Salesforce

In Salesforce, Leads are the persons or organizations to whom we are trying to sell our product or services. It simply means every person to whom you advertise your product or service is a lead, it doesn’t matter whether he/she buys it or not. In Salesforce, Leads are potential customers or organizations to whom you … Read more >>>

Salesforce Path

Salesforce lightning use path

Paths are used to visualize the stages that an object goes through as it processes through a process. They give a clear and short view of an object’s present status and indicate which stage it is presently in or what the awaited outcomes are at each stage. In this Salesforce tutorial, I will explain what … Read more >>>

Salesforce Profile Picture

add photo to profile using Salesforce Classic

Every user in Salesforce has a profile that lets you know about the details of the user, such as name, company name, phone, address, etc. Also, you can change and upload the Salesforce profile picture. In this Salesforce tutorial, I will explain profile pictures or avatars in Salesforce. I will also explain how to change … Read more >>>

Enhanced Letterhead Salesforce

Adding letterhead header in Salesforce

A Letterhead normalized the information in the header and the footer of an email template. Recently, I was required to create a custom HTML email template in Salesforce Lightning. While understanding it, I learned that HTML email templates need letterheads. So, in this tutorial, we will focus on working with letterhead in Salesforce and how … Read more >>>

How to Set Default Landing Page in Salesforce

Set default landing page in salesforce

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 >>>

Enhance Profile View in Salesforce

Salesforce enable enhanced profile view

The enhanced profile view in Salesforce gives users an extensive view of their profile settings or permissions. This enhanced view permits the Salesforce admin to see and control user profiles quickly and involves fields, tabs, and objects that users can access. In this Salesforce tutorial, we will understand enhance profile view in Salesforce and how … Read more >>>

Event in Salesforce Lightning

how to create an event in salesforce lightning

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 >>>

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Salesforce Data Cloud with Agentforce Data Library

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