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Showing posts from March, 2021

How to setup Web To Case in Salesforce

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As we know that Web to Case is a means by which you can easily post a normal, unauthenticated web page that allows your customer to submit cases directly to your Salesforce.com instance.  It means that you can simply post a public case submission page o your own website with your own branding and styling. Follow the below steps to create the web-to-case. Step 1:  Click Setup and in the Quick Find box enter  Web  and click  Web-to-case . Step 2:  Check to enable Web-to-Case. Step 3:  Deselect Require reCAPTCHA Verification. We’re not going to cover reCAPTCHA here. Step 4:  Choose the default Case Origin as  Web . Step 5:  Select an email template that will be sent as auto-response to a customer after the case is generated in Salesforce.  Step 6:  Select Hide Record Information to prevent case information from appearing in the email sent to the customer. Step 7:  If you want, you can use an email signature that’s different t...

Validation Rule in Salesforce

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          How to Write a Validation Rule in Salesforce Validation Rule:-  Salesforce has provided a very helpful feature called the “Validation rule” to ensure administrators/developers can create custom validation rules on Salesforce objects. This rule helps to ensure that any record being created or updated qualifies to defined business rules. If not, then developers/ administrators will have to display a required error message. Validation rule constitutes of:- Formula — formula to evaluate the business rule. If the formula evaluates to TRUE, a validation error is thrown, else it’s considered as validation success Error message — error message to be displayed on validation failure. Location —define a location to display validation error.   Follow the step to create a validation rule for object:- 1.        Go to Setup -Enter Object Manager in a quick box -Select Account (Any Object which you want to...