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How to mass transfer records in lightning experience?

09/01/202116/01/2021 Divyesh Ardeshana
Accounts, Tips and TricksLearn Salesforce, Lighting Experience, SalesforceLeave a comment

How to delete an Opportunity using Flow?

10/08/202010/08/2020 Divyesh Ardeshana

Flow: Flow is an automation process in Salesforce where businesses process by collecting data and perform next automatically process. We will delete an opportunity when Opportunity close lost. We will delete an opportunity when it will close lost. Let’s set up READ MORE

Flow, OpportunitiesLearn Salesforce, Lighting Experience, SalesforceLeave a comment

How to call Flow using custom button ?

28/06/202028/06/2020 Divyesh Ardeshana

Flow: After configure flow we need to call flow to execute flow and it will call business automation process. There are couple of ways to call: Process Builder Custom Button Process Builder: We need to configure based on criteria. For example: READ MORE

Flow, Lightning ExperienceAccounts, Learn Salesforce, Lighting Experience, SalesforceLeave a comment
Map Processes

How to create an Account using Flow?

18/04/202020/06/2020 Divyesh Ardeshana

Flow: Flow is an automation process in Salesforce where businesses process by collecting data and perform next automatically process. The flow can Create, Delete, Update also Create records for multiple objects. There are two types of Flows: Screen Flows Auto-launched Flow READ MORE

Accounts, Lightning ExperienceAccounts, Learn Salesforce, Lighting Experience, SalesforceLeave a comment

How to add Chatter Post in Lightning Experience?

09/08/201909/08/2019 Divyesh Ardeshana

Chatter Post: Whenever we want to communicate with internal company employee then we can use Salesforce Chatter Post. Chatter Post we can use in Standard and Custom object in Salesforce Classic and Lightning Experience. Chatter Post we can also tag READ MORE

Lightning Experience, Tips and TricksAccounts, Learn Salesforce, Lighting Experience, SalesforceLeave a comment
Salesforce Celebration

How to create a Salesforce Celebration?

21/05/201921/05/2019 Divyesh Ardeshana

Salesforce Celebration: Salesforce added new features whenever Sales / Service team achieve something and you want to celebrate then you can setup and on-screen we can see it’s an effect. Example: Below are few cases where we can setup Salesforce READ MORE

Accounts, Lightning Experience, Tips and TricksAccounts, Lighting ExperienceLeave a comment
Change Type

How to Create Kanban View in Lightning Experience?

12/04/201912/04/2019 Divyesh Ardeshana

Kanban View: Kanban View is available for Salesforce objects in Lightning Experience only.  It will help you view records in an easy and fast way. To create Kanban view we need list view in an object. Limitation: The Kanban view displays READ MORE

Lightning Experience, Tips and TricksLighting Experience, Tips and TricksLeave a comment

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Accounts Activities Learn Salesforce Lighting Experience Opportunities Process Builder Salesforce Salesforce.com Edition Tips and Tricks Validation rule Winter'18

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  • How to mass transfer records in lightning experience?
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Accounts Activities Learn Salesforce Lighting Experience Opportunities Process Builder Salesforce Salesforce.com Edition Tips and Tricks Validation rule Winter'18

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