Learning Salesforce With Pranav

In today’s world,  Salesforce is a huge platform for all the developers, admins and consultants as well as for customers also. So Salesforce provides their different certifications to recognizes the skills and expertise. But many of us don’t know about the Salesforce Certification. Many questions arise like Are you a Marketing Expert or Specialist, who has the vision for marketing their product? Are you an Architect, who masterminds high-performance technical frameworks? Are you an Administrator, who keeps Salesforce running smoothly with the admin levels? Are you a Developer, who builds new apps to extend capabilities and customize the default features? So whatever your role, you can achieve your goals by getting Certified. This guide will help you get there. + SALESFORCE ADMINISTRATOR This certification exam is intended for an individual who has experience in running Salesforce smoothly with all the admin levels as a Salesforce Ad...

Thank you for your interest in knowing how to install apps from AppExchange for Salesforce. Use my blog as a guide, it will help you in this. Get the app from the Salesforce AppExchange A. Go to https://appexchange.salesforce.com/ and click on the search bar. B. Search an app you want to install in your Salesforce account. C. Click the tile graphic for the app you want to install. Then click D. If you are not already logged in to the AppExchange, click E. If you are already logged in to the AppExchange, you can choose to F. Agree to the Terms and Conditions, and then click G. Salesforce.com may request you to enter your Salesforce credentials again Package Installer A. Here you can choose one of the three option Install for Admins Only - means the app is available for Admin profile user. Install for All Users - means the app is available for all users. Install for Specific Profiles - means this app is available for profiles with different access level. B. If you choos...

Hello All, Today I am going to provide you a very useful and important set of items that you should always keep handy with you like a keep the money wallet handy. The provided steps will be very useful for you while working with Salesforce. So here we go with the part 1 of the instructions: Steps to give permissions to an sObject: Click on the “Setup” button in prod Search “Profile” in quick search box Click on “Edit” button just before the profile name which you want to give permissions Search for the sObject under “Custom Object Permissions” section Check the “Read,Create,Edit,Delete,View All,Modify All” checkboxes Click on “Save” button Steps to give permissions to the fields of an sObject: Click on the “Setup” button in prod Search “Profile” in quick search box Click on “Edit” button just before the profile name which you want to give permissions Search the sObject in “Field-Level Security” and select “View” option Click on “Edit” button Check the “Read Ac...

Hello All, here’s another Blog that helps Salesforce Users to send their data in the form of a document for  Electronic   Signature . So my blog describes the very simple way of doing this functionality by using two Third-Party platforms, One is  WebMerge  that generates the document containing the Salesforce record data and Second is  DocuSign  that helps in e-Sign via WebMerge. In this functionality, WebMerge plays a role of a connector between Salesforce and DocuSign. Please follow the below steps to send Salesforce record data for e-sign to DocuSign with WebMerge. Step 1:  Install WebMerge package from  AppExchange + Step 2:  Create and setup your documents in WebMerge by clicking on the tab “ WebMerge Documents ” + Step 3:  Also, setup deliver setting. Click on “ +New Delivery ” button and choose DocuSign from the list of delivery methods available + Also, setup the email address of the signee and the email...

Here in this blog, we are using  Salesforce Record data  to be saved to  Google Drive via  WebMerge  Document. Please follow the below steps for sending Salesforce data with merge fields via WebMerge: Click on  WebMerge Documents  tab. Create  New Document . Choose your Document Type and Click on  Create Document . Format a Document and click on  Save   and   Next  button. Under Settings section,  Name your document, select Output type ‘PDF’, Timezone and Status . And click on  Save and Next  button. Select the  Deliver  tab and click on  New Delivery  button and select  Google Drive . + Connect with your Google Drive. + Fill the Google Drive Account, Folder(you can select subfolder also) and click on  Save Delivery  button. + Now open  WebMerge Mappings  tab in salesforce. + Click on  New WebMerge Mapping . + Fill the pa...

ListView allows you to see a filtered list of records , such as contacts, accounts, or custom objects . In list views you can only see the data that you have access to. You see records that you own or have read or write access to, and records shared with you. List views also include records owned by or shared with users in roles below you in the role hierarchy. You can see only the fields that are visible according to your page layout and field-level security settings. The steps below are for Lightning Experience . NOTE : If you see the App Launcher icon ( ) on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If you don’t see that, then you're in Salesforce Classic. By clicking you can take actions for list views are available in the List View Controls menu. Go to ListView Controls and select New button. Enter a List Name . Here you can choose who can see this list view: just you, or all users, including Partner...