Salesforce Tutorials¶
Looking for tutorials on Salesforce topics? You’ve come to the right place.
- Add Product Line Items to Opportunities with a Popup
- Add Gmail to Salesforce functionality in your email fields
- First, Email to Salesforce must be set up for all users.
- Step 1: Click Add Model.
- Step 2: Click Conditions, and click to add three new conditions.
- Step 3: Set the first condition’s field to “RunAsUserId.”
- Step 4: For the second condition, create a condition that will only pull in Active records.
- Step 5: Set the third condition to the FunctionId > FunctionName field.
- Step 6: Pull a template field into your table or field editor.
- Step 7: Name the template, click to Allow HTML, and copy-paste this template into the Template area.
- Step 8: Click Save and then Preview.
- Result: The Gmail link will be displayed. Click to test it.
- Success! You will be taken to Gmail’s “Compose Mail” page in a new tab.
- Create a Custom Edit Page and Set Visualforce Overrides
- Step 1: Create a new page, or click on to open an existing Detail Pages
- Step 2: If you’re creating a new page, use a detail page template
- Step 3: If you’re cloning a Contact Detail page, open that page and then click Clone
- A. Name your new page, pick the module and the owner, and then click Create Cloned Page
- B. Important: Make sure your main model is configured for editing
- C. Important: If it doesn’t already exist, create a URL parameter condition on the main page model
- D. Streamline your page, removing unwanted models, fields components, and buttons
- Step 4: What should an Edit Page look like?
- Step 5: For all of your field editors and tables, choose Edit as the Default Mode and deselect Show Save/Cancel
- Step 6: Edit the Page Title and add a Save/Cancel action
- Step 7: Configure Page Properties
- Step 8: Click Save, then click Preview
- Step 9: (Optional) Create a Page Assignment for the Contact Edit Page
- Step 10: Configure the override in Salesforce Setup
- Step 11: If you are using a custom View page for this object, open it in the Page Builder and add an Edit action
- Test It!
- Getting Help: Grant Skuid Login Rights to your Org
- Reclaim the Salesforce Home Page
- Create a Visualforce Page and a Home Page Custom Component
- Working in Skuid
- Step 2: Create a new Skuid page to use for your custom Home Page Component
- Step 3: Drag a Tab Set into the page
- Step 4: Add a Model to bring in opportunities closing this quarter
- Step 5: Add a chart to your page to display these opportunities
- Step 6: Create an Opportunities table to accompany your chart
- Step 7: Create a new model for Leads
- Step 8: Create a “My Leads” Chart
- Step 9: Create a Leads Table to go with your chart
- Step 10: Create filterable conditions on the Leads Model
- Step 11: Add a Status Filter to your Leads table
- A. Create a Select Option filter on the Status1 condition
- Create helpful “None Selected” text and click to add an Option Source
- B. Create a Picklist Options source
- C. Click to add another Option Source
- D. Click to add a New Option
- E. Create a “Not Contacted” option
- F. Choose to Activate our Uncontacted condition
- Step 12: Add a Date filter to your Leads table
- A. Create a Select Option filter
- Create “None Selected” text and click to add an Option Source
- B. Create a New Option under the new source
- C. Choose “Affect Other Condition(s)” and label your option
- D. Choose to Activate the LastModifiedDate condition
- E. We’ll create a similar option to activate our Created Date condition
- Step 13: Create an automatic Rating filter on your leads table
- Save your page
- Step 14: Create a Tasks Model
- Step 15: Create a Tasks Table
- Step 16: Add a Status filter to this table
- (Bonus) Step 17: Row Actions For the Win
- Step 18: Add this Javascript resource to make links open in the main window, not the iframe
- Deploying in Salesforce Classic
- Deploying in Salesforce Lightning
- Explore your new home page!
- Troubleshooting
- Redirect to Salesforce Processes
- Step 1: In the Page Editor for the appropriate page, create a Page Title Action.
- Step 2: In another tab or window, go to the standard page and click the button you want to replicate, e.g. “Convert”.
- Step 3: Back in the App Composer, paste your finished URL into the “Redirect URL” property of the Redirect Action.
- Step 4: Preview your page to test the new Redirect action.
- Moment of Truth: Click on the new button to test it.
- Success! You will be directed to the standard Salesforce action.
- For the Win: Don’t show this button if the Lead is Already Converted.
- Skuid for Sales: A Turn-Key Template to Augment Lightning Sales Cloud