Видео

Thanks

Go to the picklist values set > scroll down to the values section and click New button, then enter the details of new picklist and click Save.

thank you letting us know, we will fix and reupload it soon.

Thank You...

Sure, Thank you for feedback

Yes, Here is video when the lead are created from web an automated email will send to lead. ruclips.net/video/uh6da731yLc/видео.htmlsi=BsZI9zJkr7UTZLlu

Here is article where you check how we can use email template in Salesforce Flows: salesforcefaqs.com/automate-birthday-or-anniversary-email-using-salesforce-flow/

When you change the picklist value you have to change in Flow also.

You can't enable Notes for a single contact specifically in the related list. However, you can enable Notes for all records in an object, including Contacts.

@@salesforcefaqsthanks for reply.... Are we able to show notes in the related list ?

If you are not using Enhanced Profile User Interface then you will see the custom object permission bottom of profile page. ruclips.net/video/FxR-BO7Qd7M/видео.htmlsi=QtJuuqUq0AtLB6zs

Glad it was helpful!

For that go to Profile there you will have option for tab visibility from there you can select appropriate option. For better understanding you can see this video on data security in Salesforce: ruclips.net/video/FxR-BO7Qd7M/видео.html

Yes, we can create a picklist in the object using global picklist. You can follow this step-by-step guide to do that: salesforcefaqs.com/global-picklist-value-set-in-salesforce/

We will soon create video on this topic.

In that case try using different name

In the video, we have created a formula for the currency field. If you will create a formula for date fields, it will return in date format.

No, the image will not be displayed in the reports, if you have used any url for the image then the url will be displayed in the image column of the report.

(PIF Approved or Denied Date - Created date) / 24. This will return a number representing the number of days between the two dates.

We have joined Account and Contacts which are two different object and using joined report we create for different objects

For that you can create a validation rule with formula: NOT(LEFT(Phone, 3) = "+91")

You're welcome!

For that you need to modify profile or permission set access. ruclips.net/video/u07ChTb81R0/видео.htmlsi=tfqWdb3qQl_3Vtuv

Because we applied filter on case block only, that's why all accounts are showing.

For that you need to add a filter in report, to do so, click on the Filter tab on left side > click Show Me > select My Opportunities > click Done.

Yes it is possible, and for that you have to enter the ID of Users in the Owner ID column as I have shown in the video. To access the ID of all users you can run data export for User object.

Hi, is that the same way to create events as well ?

You can use Data Loader to update Multiple records or Apex Triggers

Glad it helped

We cannot do it directly, for that we need to use third-party tools, like Gearset, Copado, or Flosum might be helpful.

Glad to hear that

Happy to help

In Classic Interface, on the top you will get the option of Switch to Lightning Experience.

Log a Call is Standard Action, so that is existing one.

Glad it helped

For that, use the same object in the data loader PermissionSetAssignment. Then, in the CSV file, use PermissionSetGroup Id, which you can get from Url, or Export the ID from the Permission Set group object, then map it with PermissionSetGroup ID.

@@salesforcefaqs great, thanks for clarifying !

Hi, thanks for your question. We have a complete salesforce admin training course, have a look at it. salesforcefaqs.com/salesforce-admin-course/

Please check Page Layout Assignment for which page layout assigned to system administrator.

Glad it helped

Thanks and sure

You're welcome!

Glad it was helpful!

Thanks! Happy to help