Category: Salesforce How-To Guides
-
Effortlessly Generate PDF Quotes with Salesforce in 2023
In sales, it’s important to provide potential customers with a clear and professional quote for the products or services offered. Salesforce, a popular customer relationship management (CRM) platform, has the ability to generate quotes in PDF format. This makes it easier to share and review quotes with customers. In this article, we will go over…
-
A Comprehensive Guide to Managing Static Resources in Salesforce
Static resources in Salesforce are files that can be used in various parts of the platform, such as Visualforce pages, Apex classes, and Lightning components. These resources can include images, stylesheets, JavaScript files, and other types of documents. By using static resources, you can easily manage and reuse files across your organization, making it easier…
-
Change or Add Company Logo in Salesforce in 5 min
This tutorial will teach you how to add a company logo in Salesforce. A company logo is a visual representation of your business. It can be displayed on various pages in Salesforce, such as the login page and the top of the page header. By adding a company logo in Salesforce, you can personalize and…
-
Hire Remote Salesforce developer – Tips, Strategies & Best Practices
Introduction Benefits of hiring a remote Salesforce developer: Hiring a remote Salesforce developer can offer several benefits to your business. Some of the benefits of working with a remote developer include: Access to a wider pool of talent: By hiring remotely, you can access a larger pool of qualified candidates, rather than being limited to…
-
Hire Salesforce apex developer – A quick guide in 10 min
Introduction to Salesforce Apex Salesforce Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Lightning Platform server in conjunction with calls to the Lightning Platform APIs. Apex enables developers to add business logic to most system events, including button clicks, related record updates, and…
-
Effortless Salesforce QR Code Generator: Master It in Just 5 Minutes!
Are you searching for an efficient way to integrate QR codes in Salesforce? Look no further! QR Codes or Quick Response Codes, those nifty two-dimensional barcodes, have changed how businesses bridge the gap between the digital and physical worlds. And with Salesforce, a leader in the CRM domain, implementing these QR codes has never been…
-
Lightning object creator – The ultimate guide in 10 min
Introduction: What is the Lightning Object Creator? The Lightning Object Creator is a tool provided by Salesforce that allows users to create custom objects in a user-friendly, point-and-click interface. With the Lightning Object Creator, users can quickly and easily create custom objects with custom fields, page layouts, and more, without needing to write any code.…
-
Lead Conversion in Salesforce – Everything You may want to Know
What is the lead conversion in Salesforce? Prospective customers interested in your company’s products or services are known as leads. Leads can come from various sources, such as web forms and websites. This lead information is stored in Salesforce’s Leads object. When customers express interest in purchasing services or products, you can qualify a lead…
-
How to Create User in Salesforce
User Users are employees at any organization who need access to the organization’s records in Salesforce. Sales executives, managers, and IT workers all have user accounts that identify them and determine their user account settings, including which features and records they can access. A user account must contain a username and password to access Salesforce…
-
How to create Lightning Page Tabs in Salesforce
Lightning Page Tabs Lightning Page tabs enable you to include Lightning Pages in Lightning Experience and the Salesforce mobile app. To include a Lightning app page in the Salesforce mobile apps or in a Lightning app, you must first create a custom tab for it. The first time a user activates an app page in…