5 REASONS YOU SHOULD LOG TIME
Almost every type of organization should encourage their employees to log time. There are a number of important reasons why [...]
4 THINGS TO CONSIDER WHEN LOOKING FOR WORK MANAGEMENT SOFTWARE
Most companies have a fragmented collection of productivity applications: task management, time tracking, resource planning, expense tracking, CRM, spreadsheets, [...]
Overview of Macros in Salesforce
A macro is a set of instructions that tells the system how to complete a task. When a user runs a macro, the system performs each instruction. Macros help your team save time and add consistency.
How to Create Cross Filter in Salesforce Report
Use cross filters to include or exclude records in your report results based on related objects and their fields.Cross filters are available in both Lightning Experience and Salesforce Classic.
How to Control Chatter Access in Salesforce
Chatter Access When Salesforce turns on Chatter profile-based rollout for your organization, it adds the Enable Chatter permission [...]
How to Pin Post in Salesforce Through User Profile
These steps guide you through assigning the Pin Posts in Feeds permission through a user profile. Before you assign the Pin Posts in Feeds permission, enable post pinning for your org.
How to Enable Emotions in Salesforce
Emoticons let your users add expressions like a smiley face to their posts and comments by typing a character combination. Emoticons aren’t supported in the Salesforce app.
How to Disable the Feed Edit in Salesforce
By default, all users who are assigned a profile that has the feed post editing permissions enabled can edit their posts and comments. If needed, you can disable feed post .
Object Management Setting in Salesforce Lightning
Salesforce lets you customize your object model with features like custom fields, page layouts, and validation rules. Most objects are available from the Object Manager in Setup.
How to Manage the Recently Viewed List in Lightning Experience
As a Salesforce admin, you can customize the Recently Viewed list that appears on the home page for most standard and custom objects. Choose and order the fields to display.
How to Access Salesforce Data in Offline
Offline access is possible when caching and Offline Edit is enabled for users. When a user initially logs into Salesforce, the cache is empty as no records have been accessed yet from the app.
How to Activate Multiple Currency in Salesforce
In Salesforce, you can specify which currencies your organization uses, and individual users can apply specific currencies to their settings based on where they do business.
How to Allow External Users to Report on Tasks and Events
Follow the below steps to give access to your portal and community users to report on tasks and events.
How to Prevent the Switch to Classic Option to Particular User
In general you can switch lightning Experience to Classic by clicking the option Switch to Salesforce Classic In Salesforce we can setup the user to use only Lightning Experience.
How to Turn On/Off Lightning Experience in Salesforce
Turn On/Turn Off Lightning experience In Salesforce we can turn on or turn off lightning experience whenever we want [...]
What is Territory Management and How to Enable it
Territory management Territory management is an account sharing system that grants access to accounts based on the characteristics of [...]
How to add Chatter Group Members using Data Loader
To add mass members in a particular group via data loader we need prepare a .csv file with the below details, Group Id (CollaborationGroupId- The Group id where you want to add the users)
How to Setup Forecast in Salesforce Lightning
From Setup, enter Forecasts Settings in the Quick Find box and select Forecasts Settings. Select Enable forecasts and click Save.
How to Enable Forecasts to Particular User
In Salesforce we can enable the Forecasts to User. Follow the below steps to enable the setup
How to Create an Authentication Provider
You choose which auth providers can access your Salesforce org from Setup. With a few clicks, you can add the option to log in with one or more social accounts. Here’s how to set up Facebook as an auth provider.