Salesforce In-app Guidance to Drive User Engagement
As a consultant or admin, things become a little challenging when we implement a new feature or product in the org and have [...]
Secure Salesforce Data with Transaction Security Policy
Salesforce takes data security very seriously and thus provides tools and technology to make your data more secure. Sensitive information such as banking [...]
Add Custom Address Fields in Salesforce
Salesforce provides a ton of different fields to store customer-related information. For example, longitude and latitude to store location coordinates can be used [...]
Salesforce Summer ‘22 Release Top 20 Features
The Salesforce Summer '22 ☀️ release is here now with some exciting features and functionality to play around with. Excitement is there for everyone, including [...]
Enable Person Account with Clicks in Salesforce
Salesforce supports B2B and B2C both. By default, B2B account is enabled in every org. What if you are in a business where [...]
Salesforce Dynamic Related List: Overview & Deep Dive Tutorial
Our Sales reps often use the related lists to get 360 views of the customer portfolio. For example, In a Household, a financial [...]
Making Name Field Unique in Salesforce
We often received requests to clean up the data in Salesforce. When users are entering the data, they are unaware that the record [...]
Create Visual Indicators by Adding Emojis
A Visual Indicator helps users quickly locate an essential or distinct record within the list of similar records. Graphics are eye-catching and allow [...]
Copy Billing Address to Shipping Address in Lightning Experience
Keeping addresses in sync is a crucial part of account management. Most of the time, the billing address and shipping address are the [...]
