Learning Salesforce With Pranav

Whitelisting basically ensures that the firewall will not block your browsers from loading the page. For the security purpose, when you want to access the Salesforce instance from the different location or different computer/mobile/tablet , it requires a Verification Code that has been send to mobile number or emailed to user. To overcome the problem of the verification code, Salesforce provides a solution ie. Whitelisting the IP adresses. By whitelisting your IP address in Salesforce, you will allow all devices to log into Salesforce from that IP address if the proper username and passwords are used.  Here in Salesforce, they are providing us two smart features of Whitelisting the IP Ranges as per the company’s need : Globally Whitelisting IP ranges for the whole Salesforce Org. irrespective of profile Whitelisting IP Ranges for a particular profile so that users having that profile can easily access the Salesforce Org. Now First We will see how to Whitelist ...

Sales Path  is a great feature that  Salesforce  is made available for  Lightning Experience  only. This tool is designed to guide your sales reps through the sales process from within  Salesforce1 , to ensure that at each stage of the sales cycle, they can focus on getting the right information together to make sure the deal is  won ! With your company’s sales operations manager, customize and determine the stages that appear for your reps. This can add fields that matter to your company and that can include guidance for success. You can include details about company policies, even links to relevant feeds, and tips for establishing positive selling relationships. The sales path appears with the stages and guidance when you set up for your reps work in the lead workspace and opportunity workspace. When the stages are ready to move to next one, Reps mark stages as completed. This is a great fun and a wonderful built that reps focus only on the fi...