Salesforce Topic

How to update Customer Status using Process Builder ?

How to update Customer Status using Process Builder ?

Customer Status: When opportunity stage closed won means this is our “Current Customer” from Prospect Customer. Let’s create process builder for this requirement. Click Setup Home Click Process Automation Click Process Builder Click Save Select “Opportunity” object Select “when a record is created or…

How to create Streams in Lightning Experience – Winter ’18?

How to create Streams in Lightning Experience – Winter ’18?

Streams: Create your own flow of any feed of objects, records or people. E.g. If you are interested of particular Opportunity and Account then we can create Streams. So, whatever activities on that Opportunity and Account we can have a look…

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 Subscribe Salesforce Report in Lightning Experience?

How to Subscribe Salesforce Report in Lightning Experience?

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…

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…

How to modify Opportunities highlights panel in Lightning Experience?

How to modify Opportunities highlights panel in Lightning Experience?

Opportunities highlights panel : Compact layout help user to identify the records. We can modify with all Salesforce Standard or Custom Objects. We can display five important fields to identified record. e.g. Opportunity Name, Account, Close Date, Amount, Owner. We can select…

How to create your Custom Calendar in Lightning Experience?

How to create your Custom Calendar in Lightning Experience?

Custom Calendar : Do you and your users want easy tracking system ? Close Date follow up on time ? Meeting Confirmation ? all you can do with Custom Calendar. You can create your own “Custom Calendar” and setup date criteria…