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This is to continue the previous blog Record Type on Creation , the scenario here: for the same user, the list of values for a picklist fiel...

Background: a user does not see the Record Type prompt when creating a new record. This is probably caused by: 1. The user profile is not en...

Scenario : Universal Inc would like to increase staff productivity with fewer clicks when creating a Case from the Account page, users still...

More than a year ago, we wrote about Salesforce Inbox , and things have changed since the blog was written, mainly on the license, permissio...

Pipeline Inspection probably is an upgrade of the list view, but just for the Opportunity object. Before we discuss further Pipeline Inspect...

Quote from a Salesforce article "Scoping rules let you control the records that your users see based on criteria that you select. You ...