How do I manage metadata in Salesforce? Search Setup for Custom Metadata Types. On the All Custom Metadata Types page, click Manage Records next to the custom metadata type for which you want to add or modify records. On the list of custom metadata records, click New, or click Edit to modify an existing custom metadata
Deep Dive Summer 24 Release Get ready, Salesforce fans! The Summer ’24 release is here, and it’s like Christmas morning for tech geeks. We’re talking about new features, enhancements, and improvements that will make you wonder how you ever lived without them. This Tectonic insight is your ultimate guide to all the exciting updates, changes,
The Account Engagement Engagement History Dashboard, powered by CRM Analytics, empowers sales and marketing users to explore and visualize critical data. Embed this dashboard component on campaign, account, lead, contact, person account, or opportunity records, with custom page layouts showcasing tailored widgets for each record type. This out-of-the-box dashboard displays campaign performance metrics over time,
Customizing the Salesforce user interface (UI) can significantly enhance your organization’s experience, offering a swift and cost-effective process that even those new to administration can manage. A well-designed UI is crucial as it can either elevate or hinder a system’s effectiveness. Investing in Salesforce User Interface Features can lead to substantial returns, including higher user
Compact page layouts in Salesforce serve to showcase the essential fields of a record when minimal details are required. They dictate which fields appear in the highlights panel at the top of a record. A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the
Control and Monitor Data Sharing with Compliant Data Sharing in Salesforce Compliant Data Sharing in Salesforce allows administrators and grant managers to control and monitor data sharing within Experience Cloud and CRM without needing to write complex code. By enabling and configuring this feature for specific objects, CRM and Experience Cloud users can seamlessly share
Sprucing Up Your Salesforce Page Layouts: A Humorous Guide to Winning User Hearts and Ensuring Data Quality Sometimes, the simplest tweaks can make the biggest difference. Modifications to your page layouts are no exception. In the world of Salesforce, page layouts are your tool of trade—what users see and interact with every day. Nailing these
