Profile in Salesforce | Create Profile in Salesforce

how to create profile in salesforce

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 >>>

Community in Salesforce | Enable + Create Community in Salesforce

salesforce community portal

To run the business profitably it is important to engage with your employees, but sometime it is equally important to connect with customers and partners, so for this the world best CRM Salesforce, provides their admin Community in Salesforce. Let’s learn about the Salesforce community tool. I will guide you through each and every concept, … Read more >>>

How to Create Community User in Salesforce [3 Steps Only]

salesforce create community user

Not only internal, but sometimes external users are also required to log in to the Salesforce community. For this, you need to create community user in Salesforce. So, In this Salesforce tutorial, I will let you know about the community user and how to create a community user in Salesforce. Community User in Salesforce Community … Read more >>>

Salesforce Image Field

Create a new Image field to an object in Salesforce Lightning

In this Salesforce tutorial, we will learn to add an image field in a Salesforce object. We will discuss the method of creating an image field with the help of a standard object in Salesforce, and you can follow the same method to add an image field in a custom object. Image field in Salesforce … Read more >>>

How to Add Image in Salesforce Email Template

how to add image in salesforce email template

Add Image in Salesforce Email Template helps to attract the attention of the audience, increase the recognition of the brand, help readers to understand the content easily, and add a personal touch to the email. In this Salesforce tutorial, I will let you know how to add images to email templates in Lightning and Classic … 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

I am working as a system admin for an e-commerce company that uses Salesforce as its primary CRM tool to manage customer support. The company has a team of support agents who handle customer inquiries and issues. I was assigned the task of creating a case for the customers’ issues. In this Salesforce tutorial, I … Read more >>>

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