Accounts

How to Create Global Picklists?

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,…

Total Number of Contacts in Account

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…

How to Assign task to Accounts in Lightning Experience ?

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…

Accounts in Lightning Experience

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,…

How to Assign task to Accounts?

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…

How to Customize Recent Accounts 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…

How to Customize Accounts Search Layouts?

How to Customize Accounts Search Layouts?

Definition of “Customize Accounts Search Layouts” : Customize which fields display for users in search results which Columns you want to display to users when they are searching. Following are few layout for Accounts Search Layouts. Search Results Lookup Dialogs Lookup Phone Dialogs Accounts Tab…