Custom Report Type : If you have added new fields / objects / requirements with join new and old objects then you have to create new Custom Report type. Let’s create new Custom Report type Click Setup Click Feature Settings Click…
Custom Links : If you want to share some custom links to all your Salesforce org users then you can do it with Custom Links. You can add approx 15 custom links in home page and link will open in new…
Google Search custom link : If you wish to search your contact in Google search engine then we need to create custom link in contact. Ones you added link into contact page layout then you are able to search your selected…
Utility Bar : In Lightning Experience we can add components in a horizontal footer. The components you add to the Utility Bar are always one click away and provide a great way to keep users focused and productive by allowing them…
Global Action : Create New Record, Log a call, New Task, New Event anywhere from Lightning Experience. When ever you want to perform mention action you can do it from Lead, Account, Opportunity, Case or Home page and it’s fast. Also…
Lightning for Outlook: We can set up Sales Reps to connect Salesforce from Microsoft Outlook. Team can manage from OWA ( Outlook Web App ) also they can add email and attachments to Salesforce records. They can create Salesforce records using…
Subscribe Report : We can configure any Salesforce report to run Daily, Weekly or Monthly as HTML email to your Salesforce org. users. Advantages of Subscribe Report Get updated information No need to run report every Day, Week or Month Configure…