What are some Salesforce Lightning tips and tricks that will please salespeople?
14 Easy Salesforce Lightning Tips And Tricks That Will Please Salespeople (2021) 1 2. Utilize Einstein Search. Einstein Search has three powerful features that help salespeople be more efficient. 2 3. Add Related List Quick Links to Lightning page layouts.
What is the default tab on a Salesforce Lightning page?
The Default tab on any Lightning page is Activity. In other words, when you click on a record, you land on the Activity tab. The first thing most salespeople do is click on the Details tab. So, make it easier for them. Lightning Tip #1: Set the default tab on every page to Details.
What is list email in Salesforce lightning experience?
In Lightning Experience, you start from a saved list view, where your list has already been filtered to focus on a group of recipients. In the list email, you can include templates and merge fields, as well as attachments (2), to be even more efficient.
What is content content limit in Salesforce?
Content: maximum number of documents and versions in a 24–hour period (adjustable) To exceed this limit, contact Salesforce. To exceed this limit, contact Salesforce.
What is the limit on the number of Lightning components to be defined in one Lightning application?
No there is no limit.
What are the limitations of Salesforce?
Here are five of the biggest limitations of Salesforce reports.Too much training required. ... Limited visualization. ... Problems sharing reports. ... Difficult cross-object reporting. ... Difficulties accessing historical data.
How many components can Lightning page region have?
100 componentsA Lightning page region can contain up to 100 components.
How many reports can I create in Salesforce?
Currently, Users can subscribe to a maximum of 5 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 5 subscribed reports is independent for Salesforce Classic and Lightning Experience.
What is the maximum limit of related objects in report type of lightning experience?
A custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a report type, you can select fields via lookup from an extra 56 objects.
How many records a list can hold in Salesforce?
A list can hold 1000 elements(as per the limit).
What are the maximum number of components that we can include in LWC?
Hello, We can add upto 20 components in a single dashboard and every component can use single report.
What are different types of lightning pages?
The four options are App Page, Home Page, Record Page, and Embedded Service Page.
What is a flexi page?
Represents the metadata associated with a Lightning page. A Lightning page represents a customizable screen made up of regions containing Lightning components.
How many reports can you subscribe to in Salesforce lightning?
5 reportsEach user can set up subscriptions for up to 5 reports. Subscription recipients aren't listed on the report subscription emails. For Platform users, the admin must enable subscriptions. To subscribe a user, group, or role to a report, the folder containing the report must be shared with the user, group, or role.
How many reports can you add to dashboard Salesforce?
We can add maximum of 20 components (reports) in a dashboard.
What is the maximum number of objects that can be added to a custom report type in Salesforce?
60 object referencesA custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a report type, you can select fields via lookup from an extra 56 objects.
What is limit in SOQL in Salesforce?
Per-Transaction Apex LimitsDescriptionSynchronous LimitAsynchronous LimitTotal number of SOQL queries issued 1100200Total number of records retrieved by SOQL queries50,00050,000Total number of records retrieved by Database.getQueryLocator10,00010,000Total number of SOSL queries issued202015 more rows
What is a Salesforce big object?
A big object stores and manages massive amounts of data on the Salesforce platform. You can archive data from other objects or bring datasets from outside systems into a big object to get a full view of your customers. From Setup, you can create a custom big object and define its fields and index.
How many contacts can be added to an account in Salesforce?
Overview. Salesforce recommends associating fewer than 10,000 Contacts to a single Account. You might reach that limit since it is common to associate new Candidates to a default Account. There is a workflow that automatically creates a new Default Account when the limit of 10K Contacts is reached.
Is Salesforce better than Lightning?
No, it’s just a better way to use Salesforce. To more quickly gain all the productivity benefits, plan your move to Lightning Experience. The Learning Map provides a curated set of resources to help you visualize the recommended steps and best practices in each phase of a Lightning Experience transition: Discover, Roll Out, and Optimize.
Is Salesforce full of admins?
Yes, there is, full of admins and devs. You can meet experts, ask questions, and get answers from an entire community of people ready to help. Visit the Salesforce Success Community now.
Is Lightning the future of Salesforce?
Yes, but Lightning is the future of the Salesforce platform and user experience. It empowers our customers to move faster, do more, and be more productive through reimagined classic features and boosted features available only in Lightning Experience.
What is Lightning Notes?
Lightning Notes replaces the Notes part of Notes & Attachments. Files replace Attachments. Therefore you’ll need to migrate your Notes & Attachments into Notes and Files, respectively. Of course, if you’re new to Salesforce and going straight into Lightning, that’s not an issue.
Why is Kanban view important in Lightning?
The Kanban View makes this easier in Lightning because salespeople can drag and drop Opportunities between Stages. Also, there’s a warning flag to highlight opportunities that have no open activities. And the drop-down arrow makes it easy to edit Opportunities directly from the Kanban view.
How many versions of Salesforce Knowledge are there?
Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.
What is sharing for Lightning Knowledge?
Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.
What is target in Salesforce?
The target corresponds to the link’s target attribute in the source HTML. This target determineshow links open in Salesforce Classic and outside Salesforce, like in your Salesforce and ExperienceCloud sites.
What is Lightning App Builder?
Use the Lightning App Builder to configure the default record page to match your users' workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.
Can agents share articles in Salesforce?
Agents can insert links to articles from a Salesforce Site or Experience Cloud sites into the case feed .In Lightning Experience, your agents can share article URLs in email, social posts, and chat andmessaging conversations. In Salesforce Classic, your team can send article URLs in the email, social,and Experience Cloud publishers.
Is there a knowledge footer in Lightning?
The Knowledge footer is not in the Lightning Service Console. Instead, add the Knowledge component to any object's record homepage. You can also create a global action or an object-specific quick action to create a knowledge article from any object. However,suggested articles and related actions are available only with cases.
Can you have multiple languages in Salesforce?
With multiple languages for Salesforce Knowledge, you can lower support costs by translatingarticles into the languages your audience prefers. After selecting your language settings, twotranslation methods are available: translating articles in-house using the editing tool in the knowledgebase, or sending articles to a localization vendor. Different languages can use different methods.For example, you may want to export articles to a vendor for French translations, but assign articlesto an internal Knowledge user for Spanish translations.
