Dashboards in Salesforce | Creation and Detailed Know-How
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are analytical features.
Month: May 2020
Reports in Salesforce | How to create Reports and Charts
Reports in Salesforce are used to display data in an organized format. In real-time projects, Business operations have to deal with 1000s of records…
How to Create Custom Buttons in Salesforce | List view Button Limits
Table of Contents How to Create Custom Buttons in Salesforce Video tutorial!Details Page ViewList ViewList view Button Limits When we create an object in Salesforce, we get four standard fields by default. Similarly, we get some standard buttons in Salesforce as well. The standard buttons in Salesforce are not sufficient for all business purposes of …
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Page layouts in Salesforce|How to create and assign to different profiles
Table of Contents Page layouts in Salesforce?Terminologies in Page LayoutsWhat can we do with Page Layouts in Salesforce?Creating Page LayoutsPage layouts in Salesforce Lightning experience Simply said page layouts are a layout for display of data. Page layouts in Salesforce? Page layouts in Salesforce govern the display of data records for users. Page layouts enable …
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Activities: Tasks and Events in Salesforce | How to create and manage
Table of Contents Tasks and events in SalesforceEnable task/event features on an objectTerminologies to Events in SalesforceInvitees for events in salesforceCreate new tasks and events in Salesforce Let’s look at the tasks and events in salesforce, as well as creating and viewing existing these salesforce activities. Tasks and events in Salesforce Tasks and events in …
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How to Create Salesforce Objects and Fields to enter Data in SFDC?
Table of Contents Salesforce Objects and FieldsVideo TutorialThe relationship between Database and SF conceptsGo to the setup icon on the salesforce org.Salesforce Objects and Fields in Lightning experience Salesforce does not provide any direct access to the database and therefore we use Salesforce UI to create new records and fields into the database table via Salesforce objects and fields. …
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