Create New Fields in Salesforce

When using Salesforce, standard fields may not match all of the data your company uses. For this purpose the function of creating custom fields is available. In this article, I will show you how to create a text field on the Account object. Go to the Object Manager tabs (2) by clicking the gear icon… Continue reading Create New Fields in Salesforce

Create New Application for Salesforce

Salesforce offers standard Applications such as Sales, Marketing, Service etc. In today’s article we will learn how to create an application tailored to the user’s needs using App Manager. We go to Setup (Step 1) then search (Step 2) App Menager (Step 3), we will see the Lightning Experience App Manager window, where in Step… Continue reading Create New Application for Salesforce

Create New Tab and add it to your Salesforce App

We’ve created a Custom Object in Salesforce and what next? How to make it appear in our application? I invite you for a brief instruction. Going to Setup (Step 1), in the search engine enter Tabs (Step 2), after opening a new window click New (Step 3). In point 1 we choose our object, then… Continue reading Create New Tab and add it to your Salesforce App

Create Custom Object in Salesforce

This article is about creating custom objects in Salesforce. The objects in Salesforce are some kind of containers in which we store our data. There are two types of objects, Standard and Custom. Standard ones are, for example, Account, Contact, Opportunity etc. and custom ones are created to store specific data for companies.  To create… Continue reading Create Custom Object in Salesforce

Date Exchange Rate Salesforce

In this post, we will familiarize you with the Date Exchange Rate function, which allows you to set the change in the exchange rate on the day you choose. This article is a development of the previous Link entry, where we described how to add currencies for an organization. We are in the Setup> Company… Continue reading Date Exchange Rate Salesforce

How to enable multicurrency, set as corporate and default for user

A frequently asked question by new Salesforce users is how to change the currency and set it as the default for our organization and whether it is possible to change the currency for a given user. In this article you will learn how to do it. We enter Setup (Step 1), then enter Company Information… Continue reading How to enable multicurrency, set as corporate and default for user

Prepare your data for migration Salesforce

In this short tutorial, we will use a spreadsheet offered by Google to prepare the data. The data should be arranged in columns, and each of the columns should be named as the field in which we want to throw our records, as shown in the example below. Then it saves the file in CSV… Continue reading Prepare your data for migration Salesforce

Data Loader Insert new data

Data Loader is an application for mass import or export Data. We can use it to update, delete or export data from Salesforce. While we transferring Data Loader reading, extracting, and loading prepare file in CSV format.  All needed information about installation Data Loader for system Windows you can find under this link  Install Data… Continue reading Data Loader Insert new data