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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 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 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 MoreHow to Add Hyperlink in lightning:datatable Below are the Sample Code to add hyperlink in Lightning DataTable:- {label:’Website’, fieldName:’Website’, type: ‘url’, typeAttributes: { label: ‘My Website Name’, target:’_blank’}} Apex Class:- public class AccountController { @AuraEnabled public static List<Account> getAccounts(){ List<Account> acList…
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 More7 Excellent Features in Lightning Experience 1. Console App 2. Kanban 3. Dialer 4. Report builder 5. Dynamic pages 6. Workspaces 7. Einstein lead scoring (24)
Read MoreSetup Audit fields and Update Records feature in Salesforce Winter 16 release What is Audit fields feature? This feature allow us to migrate created date, last modified date, created by & last modified by fields data. Many of us know…
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