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 READ MORE

Google Search Engine

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 READ MORE

Home Utility Bar

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 READ MORE

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 READ MORE

OWA

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 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  Video  Get updated information No need to run report every Day, Week or Month 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