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

Account Layout

How to Create Global Picklists?

Global Picklists : Global picklists let you share the picklist value set across objects. Base custom picklist fields on a global picklist to inherit its values. Example : Country or product picklist value you want to use for Lead, Account, READ MORE

Last Updated Days

Total Number of Contacts in Account

Total Number of Contacts in Account : Every Account have contacts and it can be one or many but we can’t get total number of Contacts in Account and easy to count number of Contacts in Account. It’s custom button READ MORE

LEX Account Assign Task

How to Assign task to Accounts in Lightning Experience ?

Assign Task Definition : Whenever you want to do any action / activities / follow up then you can assign task to yourself or your colleague, your sales team or some users. Below are few applications to assign tasks. Assign READ MORE

LEX Accounts Layout

Accounts in Lightning Experience

Account means : Organization with an established relationship to your company. Synonyms names : Clients, Customer For each Accounts, you can store related information such as Account summary ( opportunities amount ) Contacts,opportunities, Client History, Open activities, tasks, meeting, Log call, READ MORE

Open Task

How to Assign task to Accounts?

Assign Task Definition : Whenever you want to do any action / activities / follow up then you can assign task to yourself or your colleague, your sales team or some users. Below are few applications to assign tasks. Assign READ MORE

Changed Recent Account Layout

How to Customize Recent Accounts layout?

Definition of “Recent Accounts Layout” : Whenever you click on Accounts tab you can see below layout, it’s called “Recent Accounts Layout. Below are steps to modify Fields. Click Accounts Click on Force.com ( Right Side Arrow ). Click on “Edit Columns“ Select READ MORE