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Enable Contacts to Multiple Accounts in Salesforce Lightning Experience This post I would like to show the following topics: 1) How to Enable Contacts to Multipl Accounts (Setup -> Account Settings) 2) Enable Releated List in Account & Contact (PageLayout…
Read MoreCapture Previous Record value using Salesforce Process Builder Here, i would like to show how to capture the previous record value in Record using Salesforce Process builder. Create a custom field in same object (for example: account object) Create a…
Read MoreHow to Enable Out of Office Message in Salesforce Lightning Experience This feature available only in Lightning Experience and not in Classic, To Enable Out of Office Message in Salesforce Lightning Expereince, Switch to Lightning Experience if you are in…
Read MoreHome Page Layout Assignment in Salesforce Classic vs Lightning Experience Home Page Layout Assignment in Salesforce Classic: Setup -> App Setup -> Home -> Home Page Layouts Home Page Layout Assignment in Salesforce Lightning Experience: Setup -> Platform Tools -> Feature…
Read MoreHow 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…
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