Category: Salesforce

Restrict a user to create multiple attachments on a specific custom object. To accomplish this, as it is not possible to create a process builder or workflow on Notes & Attachments object, neither we have a privilege to view attachment

Salesforce WSDL Api login using SOAPUI – Issues and Solution (Ubuntu 14.04, Salesforce Api version 43.0, SoapUI-x64-5.4.0) If you want to test salesforce login api call before actual implementation then you can use SoapUI. It is an open source soap

What is Approval Process in Salesforce and how to create it An approval process is an automated process that is used to define a flow for approval of a record of Objects (Standard/Custom). Approval Process Steps are: 1. Object –

Salesforce process builder is a tool to automate the processes using user interface itself. Here we can select source object, criteria/event to initiate the process as well and the action to be taken on the occurrence of the event. In

Style your existing Visualforce page with Lightning Experience You can view your existing Visualforce page with lightning experience by simply adding a lightningStylesheets=”True” attribute in the tag. This tag will work with Salesforce for Android, Salesforce for iOS, or Salesforce

What are the different ways to create Triggers in Salesforce? There are three ways of creating a trigger depending upon the type of object in salesforce. 1. Trigger on Standard Object (which have visible property):- a) Go to Setup->Customize. b)

Access Salesforce from Gmail You can access salesforce data from gmail directly. Sales Reps can easily view and search relevant data from gmail, then relate important emails with salesforce record without logging in salesforce org using lightning for Gmail in

What you cannot do in which type of Zoho CRM license Zoho CRM is available in many editions and each edition has different set of features.  In this article we are trying to cover each edition and list corresponding key

Introduction to Azure Logic Apps | Creating Logic App for Salesforce Integration Azure App Services Azure App Services is an integrated service which allows to create web and mobile applications from any platform or for any device. This includes Logic