Tips and Tricks

How to create Custom Links in Salesforce Home Page?

How to create Custom Links in Salesforce Home Page?

Custom Links : If you want to share some custom links to all your Salesforce org users then you can do it with Custom Links. You can add approx 15 custom links in home page and link will open in new…

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 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…

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,…