Monthly Archives

Introduction Salesforce Lightning Components provide powerful tools to create dynamic, responsive interfaces for users. One such customization is building a custom activity timeline, which helps teams track and visualize key tasks, events, and interactions in real-time. Whether you’re looking to enhance the default functionality or create an entirely new view, implementing a custom activity timeline… Continue Reading How to Implement Custom Activity Timeline in Salesforce Lightning

Introduction: In Salesforce, managing user permissions is crucial for determining which actions users can perform and what features they can access. This is achieved through profiles, permission sets, and the more advanced concept of permission set groups. This blog will guide you through these terms, their differences, and how to effectively use them to manage… Continue Reading Unlocking User Access: Profiles And Permission Sets

Introduction In today’s fast-paced digital world, security and ease of access are paramount. Salesforce has recognized this need by introducing Lightning Login, a secure and accessible way for users to access their Salesforce org without needing a traditional password. This feature utilizes fingerprint authentication through the Salesforce Authenticator App, streamlining the login process while enhancing… Continue Reading Unlocking Lightning Login: Your Essential Setup Guide

Roll-up Summary Fields in Salesforce Flow What Is a Roll-Up Summary Field? A roll-up summary field is one that aggregates data from a child object to a parent object that shares a Master-Detail relationship. Roll-up summary fields can use the COUNT, SUM, MIN, and MAX functions. Unfortunately, roll-up summary fields are only available for objects… Continue Reading Roll-up Summary Fields in Salesforce Flow