Lightning Experience

How to configure your Email signature in Lightning experience?

How to configure your Email signature in Lightning experience?

Email Signature : Whenever you are sending email from Salesforce you can configure your standard email signature. If you are sending mail frequently then you must configure email signature. Let’s create Email Signature Click your profile photo Click settings Click Email…

How to create Custom Report type in Lightning Experience ?

How to create Custom Report type in Lightning Experience ?

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…

How to create Google Search in your contacts with custom link in Lightning Experience ?

How to create Google Search in your contacts with custom link in Lightning Experience ?

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…

How to configure Utility Bar in Lightning Experience ?

How to configure Utility Bar in Lightning Experience ?

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…

How to create Global Action in Lightning Experience?

How to create Global Action in Lightning Experience?

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…

How to Connect Salesforce from Microsoft OWA ( Outlook Web App ) ?

How to Connect Salesforce from Microsoft OWA ( Outlook Web App ) ?

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…

How to configure Opportunity Rating using Process Builder?

How to configure Opportunity Rating using Process Builder?

Opportunity Rating : Ones you enter / update / modify opportunity’s amount your Opportunity Rating will update automatically using Process Builder. Advantages for Opportunity Rating : Easy to follow up Arrange meeting Follow up key opportunities Rating wise reports Let’s create…