Monitor Key Usage data for Your System

This tool gives you a complete overview of your Org’s Key Usage data like Schema, Data Storage, API Usage, Business Logic, and much more. This is a go-to setting for Salesforce admins to Monitor and get a quick system overview on various parameters.

e.g. You can compare the number of custom objects and settings that you’ve created against the total number in your org, including the ones installed from packages. These values help you understand how many custom objects you can still create or install before you reach the limit.

You can go to System Overview to check how much data storage has been consumed by the system and to get an overview of the most used licenses. Each Salesforce edition has its own limit on the number of custom objects, Data storage, API requests, Custom Tabs, etc. These values help you to plan your future strategy keeping these limits in mind and manage the Salesforce org efficiently.

Steps:

From Setup, in the Quick Find box, enter System Overview, and then select System Overview.This is simple to use. Go to Tasks List View and To update a task’s status, select Mark Complete.

Request a Free Consultation

YOU MIGHT ALSO LIKE

Complete Tasks in a Single Click

Do you aware that you can mark tasks as completed from the table List view? This a great feature that enables you to close your tasks faster and allows you to spend more time getting things are done and less time crossing them off the list.

Steps:

This is simple to use. Go to Tasks List View and To update a task’s status, select Mark Complete.

Request a Free Consultation

YOU MIGHT ALSO LIKE

Sort Quote Line Items in Lightning Experience into Any Order

Salesforce makes it easy to sort quote line items directly from the Quote related list view. Sales reps can easily sort quote line items in the order they want. Their preferred sort order is also updated in related opportunities and PDF quotes when they are synced. This increases the productivity of your Reps and makes your quotation looks better as per customer need.

This feature available in Lightning Experience in Performance and Developer editions and in Professional, Enterprise, and Unlimited editions with the Sales Cloud.

Steps:

From the related list view on a quote that you’re editing, click the Sort button and drag the items to the order you want.

Note:

You can sort quotes with up to 200 lines.

Request a Free Consultation

YOU MIGHT ALSO LIKE

Customize Lightning Record Pages for the Phone

Lightning record pages are no longer limited to Lightning Experience on the desktop! You can experience the same record pages on the desktop and the mobile app. Salesforce allows you to go one step further and based on the need of the users you can assign one custom record page for desktop users and another for mobile app users.

To make record pages more dynamic, You can also set the particular component visibility based on the device it’s viewed on. Hence, You can show different sets of components on the same Lightning record page for phone users and desktop users.

Steps:

From the component’s properties pane, click Add Filter, then click Device.

Pages that you already have in your org support both form factors by default. With a few exceptions, the custom and standard components on those pages work seamlessly across desktop and mobile.

Request a Free Consultation

YOU MIGHT ALSO LIKE

Check a Field’s References and Find Reports Using It

You always struggle to find where my custom fields are being used in the Salesforce. Am I Using it in any formula fields? Is it being used by any report or what are the layouts this field is added on?

All these answers are one click away from you. With the click of a button, view all the references to a custom field before you edit it, such as references in a formula, layout, Apex Classed, or even Reports.

On a custom field’s detail page, click Where is this used? to see where a field is used and where changes to the field appear. If you are making any changes then you can use this information to communicate this to other teams/users who use the field in a formula or other context in your Org,

Admins or users with the View Setup permission can check where a custom field is used.

Click Where is this used? to see the field reference details.

Request a Free Consultation

YOU MIGHT ALSO LIKE

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

.

You have Successfully Subscribed!