LinkedIn Contact

How to Create LinkedIn Search in your contacts with custom link in Lightning Experience ?

LinkedIn Search custom link : If you wish to search your contact in LinkedIn search then we need to create custom link in contact. Ones you added link into contact page layout then you are able to search your selected contacts READ MORE

Summary Formulas Report

How to Create Evaluate Report Data with Summary Formulas?

Summary Formulas: Use Formulas in Lightning Experience report builder. We can create formula as per our data and generate result. E.g.: If Sales is more then $10,000 then apply 10% Tax on Sales Amount or Apply 5%. Let’s create report. Edit Report READ MORE

Edit Subscription

How to Subscribe Dashboard in Lightning Experience?

Subscribe Dashboard: In Lightning Experience Salesforce is allowing you to Subscribe Dashboard. You will get email as per your schedule that you set (daily, weekly, monthly or days). Please note that it’s available in: Enterprise, Performance, and Unlimited Editions only. Let’s Subscribe READ MORE

Accounts Report

How to Enable the Lightning Report Builder (Beta)?

Lightning Report Builder (Beta): We can build Lightning reports in Lightning with lot of new features added. We can also add filters, graphs and other criteria in Lightning experience. First we need to enable this feature and then after we will READ MORE

How to create Streams in Lightning Experience – Winter ’18?

Streams: Create your own flow of any feed of objects, records or people. E.g. If you are interested of particular Opportunity and Account then we can create Streams. So, whatever activities on that Opportunity and Account we can have a look READ MORE

Email Signature

How to configure your Email Signature in Lightning Experience?

Email Signature : Whenever you are sending email from Salesforce you can configure your standard email signature. If you are sending mail frequently then you must configure email signature. Let’s create Email Signature Click your profile photo Click settings Click Email READ MORE

Account Contact Report

How to create Custom Report type in Lightning Experience ?

Custom Report Type : If you have added new fields / objects / requirements with join new and old objects then you have to create new Custom Report type. Let’s create new Custom Report type Click Setup Click Feature Settings Click READ MORE