Category Archives: Administrator

Salesforce field service (FSL)

Salesforce field service (FSL)

Salesforce Field Service, formerly known as Field Service Lightning, is a library or, more accurately, an extension of the Salesforce cloud that provides workforce management capabilities. It holds the power to provide service to your customers and workers outside of the office. It provides a proper view of workforce management. This is used to help […]

What is Process Builder in Salesforce?

Process Builder

In Salesforce, Process Builder is a powerful automation tool that allows users to automate processes and workflows. It is a declarative tool and does not require even a single line of code. By using the process builder, users can almost automate everything from everyday tasks such as approvals and follow-up emails to more complex processes such as order renewals and new-hire onboarding.

What is Salesforce Flow and How to Create It?

Salesforce Flow

Salesforce Flow is a powerful automation tool in Salesforce that allows users to build guided processes in Salesforce. A flow looks very much similar to a flowchart. Basically, flow builder is used for creating flows in Salesforce. Flow builder is a primary and declarative tool that does not require any coding knowledge to create and manage flows.

What are Salesforce Email Templates?

Salesforce Email Templates

Salesforce email templates are pre-designed email layouts used for creating and sending standardized emails. Salesforce users also can create and customize email templates. It can also include “merge fields” that allow users to personalize the email with information from Salesforce records, such as the recipient’s name.

What is Salesforce Schema Builder?

Salesforce Schema Builder is a tool in the Salesforce platform that allows users to view and modify the schema, or structure, of their organization’s data. With Schema Builder, users can create and edit custom objects and fields, build relationships between Salesforce objects, and watch a graphical representation of the schema.

How to Generate Password for a Salesforce ORG?

A password is a string of some specific characters or symbols that a user need to provide to gain access of a program, service or account. We use a password as an authentication for identifying the original user and prevent unauthorized access. Passwords can be easy or difficult and can contain a mixture of letters, numbers, and special characters.

How to Create App in Lightning Experience?

In the Lightning experience, an app is a collection of items, tabs, and objects organized into an interface. You can add a toolbar and a Lightning side tab to your Lightning app. Lightning Apps lets you brand your apps with custom colors and logos. You can create the app in Lightning experience from any edition of Salesforce org.

How to Create Custom Fields in Salesforce Lightning?

Custom Fields in Salesforce

Salesforce provides various standard fields for each Salesforce objects. In every business, they use common standard fields like firstname, lastname, company name, date, amount, status, account, etc. But sometimes standard fields aren’t enough to cover the all the important information of the record. To fulfill this requirement, we use custom fields.