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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 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…

How to Create List View in Lightning Experience ?

How to Create List View in Lightning Experience ?

Definition of “List View” : List views make it easier to see records that are important to you. You can filter your records by field value and customize which fields to display in your list. You can create list view…