How to update bulk Leads status?
Bulk update: We can update bulk leads status. Let’s start: Click Leads Select Leads Click Change status Select status which you want to change Click Save
How to add Recycle bin in your menu?
Recycle bin: Whenever you delete any record Salesforce delete that record and move to Recycle bin. Let’s start: Click Personalize your nav bar Click Add More Items Select All Search Recycle bin Click Add symbol Click Add 1 Nav Menu Move order if READ MORE
How to use formula field fo Picklist value?
Formula field: We will display value based on Picklist value in formula field from parent object. For example: We have two address in Account level and user can select any of these address and display based on selection. First we will create READ MORE
How to mass transfer records in lightning experience?
Transfer records: We will use this feature when we need to transfer bulk data. For example: We can transfer Accounts, Leads or Opportunities to new Sales rep or other record’s owner. Use case: We have all accounts under “John David” READ MORE
How to delete an Opportunity using Flow?
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
How to call Flow using custom button ?
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
How to create an Account using Flow?
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