Learning Salesforce With Pranav

Hi All, RingCentral one way solution for calling from Salesforce. This app is available on AppExchange, you just need to install it and make some administrator changes as per their guide also on AppExchange. Now in this blog I am going to show you how to log a call with this app and how can we track the call logs in Salesforce. Please Follow the Below Steps: For Call Log feature you have to check the “Auto-create call logs” checkbox after login to RingCentral account under settings option then click on save button. Open an Opportunity Record(or you can open any other sObject also). And click on the phone number. A pop-up comes from RingCentral OR you can open the RingCentral from Utility Bar. Now select the same opportunity record in “Related To:” picklist. Now after call is disconnected, Open RingCentral from Utility Bar and click on “My Calls”. A report opens showing the Call Log. Hurrah!!! You can now able to log a call from Salesforce record and...

Hello Everyone, Salesforce is now-a-days a huge platform for all the developers, administrators and users as well. So in this tech world everyone needs a quick solution for there problems. So here’s an one way  solution for calling from Salesforce . Yes, you are right we are discussing about calling a number from salesforce record. RingCentral intensify your Salesforce CRM experience by  integrating cloud business  communications to: increasing call efficiency, improve workforce productivity, and enhancing customer interaction. It supports for Lightning, Classic and Salesforce1. This app is  available on AppExchange , you just need to install it and make some administrator changes as per their guide also on AppExchange. Here’s an video on how it makes our calling system easy and quick. Thanks Happy Salesforce!

Hello All, In this Blog, I am going to show you how we can enable the Profile User Interface and Profile List View. This helps a lot during some advance administrator work in Salesforce CRM. Basically, In the  enhanced profile user interface , the profile overview page provides an entry point for all Settings and Permissions for a profile whereas in normal view which I think is way more simpler shows all the Settings and Permissions in a single page view. In the enhanced profile user interface you can browse, search, and modify settings and permissions in a profile through a streamlined user interface. And  Enhanced Profile List View  gives you the ability to quickly view, customise, and edit list data to speed up your daily productivity whereas in normal view you can have all the profiles on a single page. In Enhanced Profile List View you can create profile list views with the fields you choose. For example, create a list view of all profiles with the “Modify ...

Hello Salesforce Lovers, This blog helps you in analysing what are the things you need to remember for switching your Salesforce org from Classic to Lightning. Does Your Org Qualify for Lightning Experience? For qualifying your org you must check these Now run the Readiness Check from the Lightning Experience Migration Assistant. From Setup in Salesforce Classic, click Get Started in the Migration Assistant tile (1). On the Check Readiness tab in the Migration Assistant (2). Click Check Readiness (3). The Readiness Check emails the report to your email id and also saves it to Salesforce Files. The report looks like  Now follow the Readiness report and make changes for that are required/necessary for switching the org to lightning. Now follow the below steps to enable Lightning From Setup in Salesforce Classic. Click Get Started in the Migration Assistant tile at the top of the menu. On the Turn It On tab in the Migration Assis...

Hello All, Welcome to the another part of Useful Salesforce Steps and Instructions. The provided below steps will be very useful for you while working with Salesforce. Steps for Enable Contract setting Click on the “Setup” button in org Search “Contract” in quick search box Click on “Contract Settings” Check the checkbox for “Send Contract Expiration Notice Emails to Account and Contract Owners” Click on “Save” button Steps to view Debug Logs: Click on “Setup” button in org Search “Debug Logs” in Quick Search box Click on the “Edit” link before your Username Select “Start Date” as today and “Expiration Date” 24hrs later(means next day) Click on “Save” button Steps for assign Permission set  to user Click on the “Setup” button in org Search “Permission sets” in quick search box Click on Permission sets “Opportunity and Service Contract Modify All Permission” Click on “Manage Assignments” button Click on “Add Assignments” button Search Use...

Campaigns with Influenced Opportunities The Campaigns with Influenced Opportunities report doesn’t seem to be working in the Salesforce Lightning Experience,  So here’s the solution for this. What about creating a new report and create a custom link for Report URL. Lightning having some limitations with it. On your custom report make sure you add the filter criteria for Campaign ID and use “” AND Primary Campaign Source: Campaign Name equals “”. These reports will not work if you run them independently from the reports tab. But when you click on the link, the filter parameters then have a place to land. Special Instruction :  For this custom report  you have to create a custom report type that follows the below sequence Opportunity –> ContactRole –> CampaignHistory –> CampaignMember  Follow the below steps to create a custom link (Non – Enhanced Setup) Your Name | Setup | App Setup | Customize | Campaigns | Buttons, Links and Actions (Enhanced S...

Campaign call down report in Lightning The Campaign call down report doesn’t seem to be working in the Salesforce Lightning Experience and so our users cannot easily export a list of campaign members So here’s the solution for this. What about creating a new report and create a custom link for Report URL. Lightning having some limitations with it. On your custom report make sure you add the filter criteria for Campaign ID and use “”. These reports will not work if you run them independently from the reports tab. But when you click on the link, the filter parameters then have a place to land. Follow the below steps to create a custom link (Non – Enhanced Setup) Your Name | Setup | App Setup | Customize | Campaigns | Buttons, Links and Actions(Enhanced Setup) Setup | Customize | Campaigns | Buttons, Links and Actions Click on “New Button or Link” Paste  /one/one.app#/sObject/ /view?fv0=”{!Campaign.Id}” Its  Display Type :   Detail Page Link Content Sourc...

In Salesforce Classic – Admins are able to add a standard “sharing” button to most record page layouts – allowing admins to view all of the users who have access to a particular record. But as of now “sharing button” is still not available in Lightning Experience. Users will need to temporarily switch to Classic to view the information. Salesforce Labs  provides an AppExchange Component :  Lightning Sharing  that lets you add a Sharing action onto any record detail page. Clicking the button takes you to an intuitive place to view, create or modify sharing. And this page allows user (only admins and record owners) to share their record, or modify who it’s currently shared with. Setup Step 1: we’re using custom components, so  My Domain  must be enabled and deployed. Step 2: set  sharing settings  on whatever object you want manual sharing on (from public read/write to  READ  or  PRIVATE ) Step 3: create a custom ac...

Hello All, Here’s an another part for various steps and instruction that are very useful in Salesforce. Steps to add picklist values for specific record type: Click on “Setup” button. Search your sObject in Quick Search box (If its an custom object search ‘object’ then open your custom object). Click on the “Record Type” option under sObject. Now Click on “Edit” option the record type in which you want to add picklist values. Now add all the values from “Available Values” to “Selected Values”. Click on “Save” button. Steps to add the values on picklist field : Click on “Setup” button. Search your sObject in Quick Search box (If its an custom object search ‘object’ then open your custom object). Click on the “Fields” option under sObject. Open picklist custom field. Click on “New” button in the “Values” section. Now add the picklist values. Now select the checkbox against record type in which you want to use these values. Click on “Save” button. Steps to...

Hello All, Welcome to the another part of Useful Salesforce Steps and Instructions. The provided below steps will be very useful for you while working with Salesforce. Steps to give permissions to Enabled Apex Class Access: Click on the “Setup” button Search “Profile” in quick search box Click on the profile name which you want to give permissions Search “Enabled Apex Class Access” section Click on “Edit” button Move your apex classes from “Available Apex Classes” to “Enabled Apex Classes” that you want to enable Click on “Save” button Steps to give permissions to Enabled Visualforce Page Access: Click on the “Setup” button Search “Profile” in quick search box Click on the profile name which you want to give permissions Search “Enabled Visualforce Page Access” section Click on “Edit” button Move your VF Pages from “Available Visualforce Pages” to “Enabled Visualforce Pages” that you want to enable Click on “Save” button Step for adding VF page on s...