Consultants

How To View Child Records in a Timeline For a Parent Record

February 16, 2021

Use “Timeline” Lightning Component from AppExchange

Salesforce View Child Records in a Timeline

At times, in Salesforce, you may want to see the child records for a parent record in a timeline or chronological order. For example, if we talk about a particular Account, you may want to see the opportunities, cases, orders, contacts in a chronological order to understand the chain of events. Things like after coming in touch with a new contact for customer, the no. of opportunities increased or when a case was created, the no. of orders reduced.

Step By Step Guide To Installing App or Lightning Component from AppExchange

February 9, 2021

AppExchange is Salesforce’s online marketplace where you can find applications developed by 3rd parties that you can use with Salesforce. If the standard Salesforce functionality does not meet your requirements, then there are two ways to cater to this; either develop everything from scratch or make use of a ready-to-install app or component from AppExchange. It is the fastest and convenient way to extend your Salesforce implementation.

Step By Step Guide To Creating Screen Flow in Salesforce

February 2, 2021

Create Records in Multiple Objects from a Single Form

Screen Flow in Salesforce is one of the many types of Flows that you can use to enhance your users’ experience. For example, you can create a user interface (UI) to collect information in one screen and save it multiple objects behind the scenes or you can present a wizard like UI to guide users through the business process.

And what makes screen flow attractive is that you can do all this without writing a single line of code. All using declarative point-and-click tools. Ah, now I have your attention.

Step By Step Guide to Integrating Slack with Salesforce

January 26, 2021

Salesforce acquired Slack in December 2020 in what is touted to be the biggest acquisition in the software industry till date with the valuation of US$ 27.7 Billion.

Slack is a collaboration and instant messaging tool (i.e. an enterprise communication platform). It will fall in the category of products like Microsoft Teams, Google Hangouts Chat, Cisco Jabber, Workplace by Facebook and others. If you haven’t had a chance to look at Slack yet, here is an introductory video (2:33 minutes).

Step By Step Guide On Getting Started with Conga Composer in Salesforce

January 19, 2021

If you want to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts etc. then using Conga Composer in Salesforce is the way to go. Conga is a 3rd party and one of the best selling apps on Salesforce marketplace AppExchange. Generating documents using Conga will be a breeze and this step-by-step guide will get you up and running in less than 45 minutes.More

«‹ 3 4 5 6 ›»