Learning Salesforce With Pranav

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...

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...

WebMerge  is a great platform that allows our data to populate different types of documents and send it to various other platforms or contact automatically through its enormous integrations with many online platforms Here’s a great feature available for Salesforce to use this WebMerge via its App. It’s a very easy app to configure and use. It gives us wonderful results while using its app in Salesforce. We can populate the  Salesforce record data  into different documents and send to various contacts as well as on various platforms. Now I am giving a very quick and simple guidance of using this app for sending Salesforce record data to different in emails in the form of a document. Steps for sending the email with merge fields from Salesforce 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 ...