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How to Install the Lightning Experience DreamHouse app to Trailhead Playground Select Your Trailhead Playground dropdown and Click Launch Button. Add the packagingSetupUI/ipLanding.app?apvId=04tB00000009UeX URL after lightning.force.com/ Your Trailhead Playground URL. For Example: Your Trailhead Playground: https://brave-badger-nta6oa-dev-ed.lightning.force.com/ To install DreamHouse app add url…
Read MoreHow to Create Recurring Series of Tasks in Lightning Experience and Salesforce Classic Create a new task with Recurring Series of Tasks in Lightning Experience and Salesforce Classic, we have the option to choose the recurrence (Create Recurring Series of…
Read MoreConfigure Search Result Limit in Salesforce Classic and Lightning Experience How to Configure to Limit Search Result size in Salesforce Classic and Lightning Experience for the Account & Contacts. This is simple way to achive using out of box salesforce…
Read MoreCreate Salesforce Lightning Email Template I am sharing a video for creating a child record from parent using Salesforce Process Builder Setup -> Process Automation -> Process Builder Create child records from parent using Salesforce Process Builder Use Case by…
Read MoreCreate Salesforce Lightning Email Template I am sharing a video for creating a salesforce lightning email template. App Launcher -> Email Template Create Salesforce Lightning Email Template Use Case by Josh Davis: https://success.salesforce.com/answers?id=9063A000000lPNXQA2 (Email templates not available in Lightning setup) Create…
Read MoreSalesforce Validation rule on Lead Conversion I am sharing a video for the validation rule to fire on lead conversion. Creating a Validation Rule, where a Mobile, Fax & Website fields must not be blank when convering a lead. Also…
Read MoreByPass Salesforce Validation Rules Using Hierarchy Custom Settings It is easy to bypass a Validation Rule for a single user or a profile – in such a case, here for example to bypass a validation rule in a system administrator, please…
Read MoreOpportunity field mandatory when an Salesforce Opportunity stage is changed There are two ways possible to achieve the mandatory requirement for salesforce, one is standard salesforce validation rule and other is custom logic using apex trigger, its depends on the…
Read MoreSalesforce Custom Metadata Types and Custom Settings Salesforce Custom Metadata Types can deploy the definition and record values from sandbox to production with change set or packages instead of transferring manually or data load. Setup -> Platform Tools -> Custom…
Read MoreTo Learn Salesforce Knowledge Base from Trailhead Modules Knowledge Basics for Lightning Experience – https://trailhead.salesforce.com/en/content/learn/modules/lightning-knowledge-basics Knowledge Basics for Salesforce Classic – https://trailhead.salesforce.com/en/content/learn/modules/knowledge_essentials Knowledge Search Basics – https://trailhead.salesforce.com/en/content/learn/modules/knowledge_search_basics Build a Community with Knowledge and Chat – https://trailhead.salesforce.com/en/content/learn/projects/build-a-community-with-knowledge-and-chat Desk.com Support Center – https://trailhead.salesforce.com/en/content/learn/modules/desk_com_support_center (13)
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