I have written this blog post for a selfish reason. Even after working on Salesforce technology for a long time now, somehow I was always getting confused about ‘Actions’ in Salesforce. How to configure, where to configure, what are the different types, where do they appear, why are they not appearing etc.. Though I could make things work by trial and error, I had to repeat the whole process again on another project. So out of frustration (and a little bit of shame), I thought about finding out all about Actions that I need to know, organize my thoughts and document it as a blog post for my reference. And I do hope that it will serve you as well. So let’s get started…
Most of us have branded email signatures for our official email IDs in the email clients such as Outlook or Gmail. Even Salesforce provides a feature to add your Email Signature to personalize emails. Moreover, you will be delighted to know that you can make your signature visually appealing in Salesforce also just like other email clients. It’s a simple two-step process to add an image to an email signature in Salesforce. First, you upload the image in Files and then add the image URL to your email signature. That’s it. Now let’s take a look at it step-by-step.
Community Cloud certification is intended for professionals who have experience in implementing Salesforce Community Cloud in a customer-facing role. The exam includes testing your general concepts on implementation strategies, sharing, and security. Then it moves on to more specific Community Cloud aspects such as Community Setup, Experience Builder, Community Management, CMS Connect, and finally Lightning Templates and Lightning Bolt.
In Salesforce, when you create an object, define a master-detail or lookup relationship, Salesforce automatically creates a report type. When standard report types do not fulfill your requirements, you can create a Custom Report Type and let users create reports from that report type.
Design Possibilities with Custom Report Type’s Field Layout
If the Organization-Wide Settings (OWD) in your Salesforce Org is set to anything other than “Public Read/Write” for any of the standard or custom objects then it is more than likely that you will need to setup some sharing rules to share these records with other users. So what are the different ways to share records? Here is a checklist of all the different ways (22 that I could think of) in which you can share records in Salesforce. You can use this as a quick reference guide to help you determine which of these options will be most appropriate to meet your business requirements.