Salesforce makes it easy to work with records in bulk using List Views, but when it comes to deleting multiple records directly from a List View — there’s no native “Delete Selected” button. That’s where this solution comes in! In this blog post, we’ll show you how to create a custom List View button thatContinue reading “How to Create a List View Button to Delete Selected Records in Salesforce”
Category Archives: Configuration
Salesforce Forms for Faster Client Onboarding & Smoother Business Processes
Client onboarding can often be a tedious task that doesn’t get the attention to detail that it requires. By choosing to combine the Salesforce platform with your client onboarding experience, you can transform this cumbersome, time-consuming task into an effortless, and dare we say, enjoyable experience. Forms for Salesforce makes this a reality by providingContinue reading “Salesforce Forms for Faster Client Onboarding & Smoother Business Processes”
Cloning Records in Salesforce: Methods and Solutions
Cloning a record in Salesforce is a common requirement for many organizations. It involves creating a new record with the same values as an existing one. There are several ways to achieve this, each with its own advantages and limitations. Here, we will explore both the standard Salesforce cloning functionality and an advanced cloning solutionContinue reading “Cloning Records in Salesforce: Methods and Solutions”
Salesforce Admin Certification Preparation Guide
The Salesforce Admin Certification is designed for individuals who have experience as a Salesforce Administrator. This certification validates the candidate’s ability to manage and maintain a Salesforce implementation, including user setup, security, data management, and customization. 2. Core Exam Topics The Salesforce Admin Certification exam covers the following core topics: 3. Detailed Preparation Guide A.Continue reading “Salesforce Admin Certification Preparation Guide”
Salesforce Service Cloud Consultant Certification Preparation Guide
The Salesforce Service Cloud Consultant certification is designed for professionals who have experience implementing Service Cloud solutions in a customer-facing role. This certification validates a candidate’s ability to design and implement Service Cloud solutions that support customer business processes and requirements using Salesforce applications. The following notes provide a comprehensive overview of the key topics,Continue reading “Salesforce Service Cloud Consultant Certification Preparation Guide”
Einstein Prediction Builder
Einstein Prediction Builder is a tool that allows you to create custom AI models directly within Salesforce, enabling you to predict outcomes based on your Salesforce data. This feature is part of Salesforce Einstein, an integrated set of AI technologies that makes the Salesforce Customer Success Platform smarter. Here’s how Einstein Prediction Builder works andContinue reading “Einstein Prediction Builder”
Working with Salesforce Email Approval Response
Email approval response allows users to approve or reject approval requests by simply replying to the Approval request email received after the record is submitted for approval. Salesforce Email approval response allows users to approve or reject approval requests by simply replying to the Approval request email received after the record is submitted for approval.Continue reading “Working with Salesforce Email Approval Response”
Files are uploaded as Salesforce Files and not as Attachments
Enabling the ‘Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments’ feature will add any newly uploaded documents from the Notes and Attachments related list in Classic as Salesforce Files. In Salesforce Classic In Lightning Experience Reference: https://help.salesforce.com/s/articleView?id=000380667&type=1
Mass Insert Custom Metadata Type Records
Evaluate Current User for Flow – 15 – 18 digit User ID
Sometimes, you want to compare record’s owner with current owner in flow to proceed but {!User.Id} returns 15 digit id but record Owner field is returns an 18 digit id. So comparing becomes difficult here. So, you will have to use casesafeId as shown below- Check below snapshot to know why you need to useContinue reading “Evaluate Current User for Flow – 15 – 18 digit User ID”
Most Used Git commands using Bitbucket
Most Used Git Commands- Setting User Name Setting Email Setting Code Editor To see global git configuration Creates a brand new Git repository. Adding a remote repository To check all the branches To check what branch we are currently on To check status of current working branch To stage specific file To stage all files Commit withContinue reading “Most Used Git commands using Bitbucket”
Salesforce Chat Agent (Advanced)
This blog assumes you have basic understanding of chat agent configurations. So once you have created ‘Embedded Service Deployments’, you have to ‘Chat Code Snippet share it to the customer portal. Now there is below requirement- For Available Chat Agents- New Contact should not be created. Contact should be searched based on combination of firstContinue reading “Salesforce Chat Agent (Advanced)”
SFDC Arjuna 