Considerations Up to ten fields on your compact layout populate the record highlights section at the top of each record view in the Salesforce mobile app. The record highlights section in Lightning Experience uses the first seven fields on the compact layout. However, the number of fields that display can vary based on the width […]

Salesforce User License Types The most common license types and their features Salesforce Full access to standard CRM and Force.com functionality. Often discussed in terms of clouds (i.e., Sales Cloud, Service Cloud, etc.), these licenses give users access to Salesforce’s standard functionality for that cloud. For example, a Sales Cloud license will include access to […]

Login IP ranges control login access for a user profile. Users with profile login IPs can only log in from IP addresses within the range; otherwise, they’re denied access to Salesforce. Login IP ranges are typically used to restrict login IPs at a granular level. Trusted IP ranges control login access for an organization. When users log […]

General Notes About Mass-Deleting You can delete up to 250 items at one time. When you delete a record, any associated records that display on that record’s related lists are also deleted. It doesn’t make sense to retain associated records hence it deleted Only reports in public report folders can be mass-deleted. Due to permission […]

An interesting feature in Salesforce. Important things to note, Standard Fiscal Year – Follows the Gregorian calendar year, but starts on the first day of any month you choose Custom Fiscal Year – Follows a custom structure you define. For example, you could have 4 quarters with 13 weeks per quarter in a 4-4-5 pattern […]