Category: Tips & Tricks
List View As a Tab in Salesforce & Mobile App
Learn how you can to promote an Object's List View as a Tab in Salesforce & Mobile App Navigation. Its a great productivity feature of ...
View (and kill) Active Sessions in Salesforce
You can view the active sessions in Salesforce and kill suspicious sessions if required. It is recommended to freeze the user account or reset their ...
How to Show Account Logos in Salesforce
In Salesforce, you can enable Account Logos in setup along with Automated Account Fields to show logos to reps when they are viewing an account.
How To Determine Your Salesforce Instance and it’s Location
How To Determine Your Salesforce Instance and it’s Location. There are 3 methods to find out the name of your Salesforce Instance. And once you ...
How To Test Outbound Messages in Salesforce
Here is how you can test outbound messages in Salesforce easily & quickly. Useful for testing integrations when the other system is not ready. No ...
How to Disable Direct Login to Salesforce
If you have implemented Single Sign-On (or SSO), you may not want the user to login to Salesforce directly. For the simple reason that you ...
Visualize Your Data in a Calendar
Here is a step-by-step guide on how to create a custom calendar on an object in Salesforce and visualize your data in a calendar.
How to Find Out When the Salesforce Org was Created
To find out when a Salesforce Org was created, navigate to Setup -> Company Profile -> Company Information and look at the created date. It ...
How to Mass Email All Salesforce Users
It is sometimes amazing to note that we miss such obvious things in Salesforce. For example, before today if you asked me send a mass ...