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 >>>

Set Up Email-To-Case in Salesforce

Set Up Email-To-Case in Salesforce

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 >>>

Custom Links in Salesforce

Salesforce create custom link

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 >>>

Field-Level Security in Salesforce

Field level security in salesforce

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 >>>

Email Signature in Salesforce

how to change signature in salesforce

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 >>>

Compact Layout in Salesforce

Create a compact layout in salesforce

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 >>>

Agentforce in Salesforce

DOWNLOAD FREE AGENTFORCE EBOOK

Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.

Salesforce flows complete guide

FREE SALESFORCE FLOW EBOOK

Learn how to work with flows in Salesforce with 5 different real time examples.