Accounts Report

How to Enable the Lightning Report Builder (Beta)?

Lightning Report Builder (Beta): We can build Lightning reports in Lightning with lot of new features added. We can also add filters, graphs and other criteria in Lightning experience. First we need to enable this feature and then after we will READ MORE

Active 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 READ MORE

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 READ MORE

Account Contact Report

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 READ MORE

Subscribe Report

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 READ MORE

Rating 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 READ MORE

New Opportunity Highlights Panel

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 READ MORE