Category: Salesforce User Guide
A Seamless Transition: Migrating Your App from Classic to Lightning in Salesforce
November 10, 2023 Category : Salesforce User Guide
In this fast-evolving business world, adaptability and efficiency are key. Salesforce Lightning, a modern user interface designed to streamline your CRM processes, is your gateway to achieving exactly that. If you’re still operating within Salesforce Classic, it’s high time to consider the transition to Lightning.
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Unlock Seamless Authentication: Enabling SSO on Salesforce in Simple Steps
July 13, 2023 Category : Salesforce User Guide
In today’s digital landscape, managing multiple login credentials can be cumbersome and time-consuming for both users and administrators. Single Sign-On (SSO) provides a solution by allowing users to access multiple applications, including Salesforce, with just one set of login credentials. Enabling SSO on Salesforce not only simplifies user authentication but also enhances security and user experience.
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Sandbox and the method of generating it in Salesforce Sales Cloud
June 20, 2023 Category : Salesforce User Guide
A sandbox is a copy of your production environment that you can use for testing and development purposes without affecting your production data.
It is a separate environment where you can test with data, which is Salesforce records, including Accounts, Contacts and Leads. Sandboxes are completely isolated from your Salesforce production organization.
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