Admins Archives - Page 4 of 31 - Ashish Agarwal - Salesforce.com Architect & Blogger

22 Ways to Share Records in Salesforce

June 6, 2020

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.

How to Send Mass Emails from Salesforce

June 3, 2020

A step-by-step guide to sending mass emails from Salesforce

If you need to send an email to multiple recipients (e.g. leads and/or contacts) from Salesforce, here are the choices that you have

Use “Send List Email” from List View
Use “Send List Email” from Campaign
Send emails through Apex
Use an AppExchange Package
Use Marketing Cloud
Use Pardot

In this blog post, we will see how to send mass emails using the first two options i.e. using the “Send List Email” feature.

10 Ways to Familiarize Yourself with Salesforce Summer 20 Release Features

June 2, 2020

Salesforce Summer '20 Release Features Salesforce Summer ’20 Release is around the corner. By 17th July 2020, it will be released in production environments all around the globe. Here are all the different ways in which you can familiarize yourself with the new features and functionalities introduced in Salesforce Summer ’20 release.

1. Sign Up for my “1 Day, 1 Tip, 1 Minute” Email series on Salesforce Summer ’20 Release Features

A Quick Guide to Getting Started with Dynamic Forms in Salesforce

May 26, 2020

Dynamic Forms was announced in Dreamforce 2019 as one of the features in UI enhancements roadmap in Admin & Lightning Keynotes. It is now available as Non-GA Preview in Salesforce Summer ’20 release

This is going to be a game-changing feature that will give admins and consultants the ability to have granular control on the record pages. You can now declaratively customize sections and fields of the page as per the business requirements. e.g. Show a particular section when a picklist field has a certain value, Opportunity has reached a certain stage, display a section with relevant fields to a particular user profile, etc. So, there are fewer page layouts to maintain.

How to Customize Product Multi-Line Layout in Salesforce

May 19, 2020

Did you know that the Add or Edit products screen on Opportunity and Quote has a name? If yes then that’s great, but did you also know that it can be customized? Yes, you heard it right! That screen is called as Product Multi-Line Layout and you can customize the columns that display when you click ‘Edit All’ in the Products related list on Opportunity and Quote.

Customize Multi-Line Layout for Opportunity Product

Login to your Salesforce org -> Navigate to ‘Object Manager’ in setup -> Type ‘Opportunity’ in quick find box -> Click ‘Opportunity Product’