Address field can directly retrieve from transaction record.

Previously, to anonymize information about addresses, you had to select multiple fields: Shipping Address Country, Override, Shipping Address State, Shipping Address Zip Code, Shipping Address is Residential, Billing Address is Residential, Ship To, Shipping Address, Vendor, and Billing Address. Now, to select all of the corresponding address fields, you can select the Shipping Address and… Continue reading Address field can directly retrieve from transaction record.

Script to add a button in Quote Record

Jira Code : CLTG-177 Description We need to create a custom button named “SOP” in the Quote record and on clicking that button, user should be navigated to a URL in a new window. We need to be redirected to different webpages based on which form the button is on. Solution In order to achieve… Continue reading Script to add a button in Quote Record

Forgot password functionality for email contain special characters

If the password for the mail ids like test+123@jobinandjismi.com, the reset link will be sent to the parent email id. If did not set up security questions or do not remember the answers to them the reset link will not be sent to the corresponding parent email, then need assistance to access your account. The… Continue reading Forgot password functionality for email contain special characters

How to restrict a custom opportunity form for a specific role?

In order to perform the steps below, use the Administrator role. Navigate to Setup > Users/Roles > Manage Roles Click Edit/Customize by the Role for which the custom form will be restricted Click Forms tab Click Transaction subtab Find the forms with a Opportunity Type Preferred: Enter Checkmark by the form you want to restrict for this Role Enabled: Remove Checkmark for other Opportunity forms Click Save