Learning Salesforce With Pranav

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...

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...

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 ...

HEY!!! Welcome back,  previously in  URL Hacking Episode 2 ,   we see how to make possible and working of the pre-populated field values via custom button. Now in this episode, we will make clear some interesting queries about pre-populating custom fields and lookup fields. As we know that Salesforce gives us a wonderful ability to create custom fields for every sobject so that our data would be strong for any CRM database. Salesforce holds up many data related to any record in its database. Let’s suppose you want to pre-populate that custom fields and it comprises of any field type so How can you achieve this? Are you using the same method as shown in previous episodes? Do they work similarly as the standard fields? Is there any difference between them? Many such questions may arise  in your mind. So lets play around this and know how it really works. Salesforce identifies everything on the basis of their “ ID ”. So we have to get the cu...

HEY!!! Welcome back, previously in  URL Hacking Episode 1 ,  We saw what URL hacking is all about and how to get the field id’s for your pre-populating functionality. Many questions are arising from the first episode. Like How can we achieve this? How it works for custom fields? How it populates custom lookups? How it works for related list of sobject? And  so on… So here we ensure to resolve all your questions in this Episode 2 and Episode 3. First of all, to make this magical thing happen. We have to create a custom button on opportunity for this. And the best way is to add it to the page layout of Account related list. Steps for creating custom button on Opportunity object: Click on “ Setup ” button. Search “ Opportunity ” in  Quick Find/Search  box. Select “ Buttons, Links, and Actions ” under  Opportunity  option. Click on “ New Button or Link ”. Fill up the details as per your requirements. Please add those fields val...

In Salesforce, the most important and fun interactive way playing with the pre-populated fields is done with the help of  URL Hacking . Hey! Hey! Hey!  This URL Hacking is not that  Unethical hacking , Its for the business use as per your company’s need. In Salesforce world, the process of pre-populating fields is a very basic and old age thing. Let’s take an example of what  pre-populating field  means in Salesforce. As a newbie to Salesforce, one can only know how to add record on Account object. But for knowing how Salesforce is a fun playground in your working Business Logic, one can add multiple  Opportunity Records  form the Account’s related list. As per the standards, the Salesforce open up an edit page for creating new Opportunity record from the standard “ NEW ” button from the Account detail page Related List. So if your company scenario is like if an account is created by a certain particular values then the related Opportunity rec...