Category: Lightning

Assign a Service Appointment to a Service Crew in Field Service Lightning

Overview This post is about how to assign a Service Appointment to a Service Crew and log in as a Service Crew. Steps Step 1. Create Operationing Hours Step 2. Create Service Territory Step 3. Create Users Step 4. Create Service Crew Step 5. Create Service Resources and create Service Territory Members to Technicians Step … Continue reading Assign a Service Appointment to a Service Crew in Field Service Lightning →

Tableau and Salesforce Lightning Community integration with Single Sign-On

Overview This post is about how to integrate Tableau with a Salesforce Lightning Community using Single Sign on. Steps Step 1. Create a Salesforce Community Step 2. Create a domain Step 3. Create Admin User in Tableau Step 4. Download Tableau Identity Provider Step 5. Create a certificate in Salesforce Step 6. Create Identity Provider … Continue reading Tableau and Salesforce Lightning Community integration with Single Sign-On →

Component to insert multiple records

Downloads GitHub: Component to insert multiple records Overview This post is about how to create a component to insert multiple records Steps Step 1. Functional description Step 2. Technical description Step 1. Functional description This component can insert multiple account records in the same screen. The component includes one button. When you click on this button, … Continue reading Component to insert multiple records →

Create and Manage Community Users

Overview When we create a community, we usually forget to test the functionality with right user so we log in to community as a system administrator because either we put off the problem or our lack of Salesforce community experience (that happened to me in the past). This post shows how to create these community … Continue reading Create and Manage Community Users →