Salesforce Console in Lightning Experience

Salesforce Console in Lightning Experience

Salesforce Console is great feature of Lightning. It is tab-based workspace suited for fast pace work environments. The console is perfect for Sales and support staff to work done easily and quickly. Manage multiple records on a single screen and save lots of time....
Send Email from a Record in Lightning Experience

Send Email from a Record in Lightning Experience

Salesforce always provide great feature. My favourite feature is to send email form a record in Salesforce Lightning Experience. You can send rich-text email, including attachments from your computer, Library, Salesforce Files, directly from the record page you are...
Lightning Report and Dashboard Tips

Lightning Report and Dashboard Tips

The most useful and necessary topics for all the all levels of business users. Salesforce offers a powerful tool for reporting tool that work together to help you business understand. Who is doing what, what is today’s pipeline, which sales person sales most, etc....
Calendar Sharing in Lightning Experience

Calendar Sharing in Lightning Experience

Calendar is a chart or series of pages showing the days, weeks, and months of a particular year, or giving particular seasonal information. Give co-workers access to view or add events to your calendar in Lightning Experience. Below are the public calendars for your...
Object-Specific versus Global Actions in Lightning

Object-Specific versus Global Actions in Lightning

There are two types of actions in Salesforce Lightning. Object-Specific and Global. First, you must decide which type action need to determine is whether it should be global or Object-Specific. Let’s see what is different between Object specific and Global....
Create an Object-Specific Action in Lightning

Create an Object-Specific Action in Lightning

Object-specific actions let users quickly create or update records, create contact from account, create account from Opportunity, log calls, send emails, and more, in the context of a particular object. Tutorial Step 1 – Create an action Go to Set up -> Object...
Create Global Quick Actions in Lightning

Create Global Quick Actions in Lightning

Let’s we create a Global quick action. Users can create a global action from home page, chatter tab, object pages and custom lightning pages. Fox example, Create an Order action to global layouts to let users create an order right from a lightning home page. Tutorial...