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How to Create HTML Email Templates in Lightning

Salesforce HTML email templates are great for composing quick, well formatted, professional-looking emails to clients. You can also easily add images to your template. In this article, we’ll show you how you can create an HTML email template with letterhead in Salesforce Lightning. And you don’t even have to go to Setup for this one! Part 1: The Letterhead This step is optional. If you want to create an email template that always has an image or text within the header or foot

Formatting Salesforce Formula Text Fields

Well, there’s a way to make sure the text in your formulas is readable and neat. Salesforce allows the use of simple formula operators that

How to Customize the Login Page in My Domain

In our last article titled How to Implement My Domain, we went over how to set up My Domain for your company’s Salesforce org for a more per

How to Implement My Domain

We highly recommend configuring My Domain in a recently refreshed sandbox, testing all of the components and then configuring your producti

How to Promote a Picklist to a Global Picklist

Promoting your picklist to a global picklist creates administration efficiency and reduces field management time. In our last post we explai

Salesforce Picklists vs Global Picklists

Picklists are fields and global picklists are value sets. While picklist fields are created on individual objects, global picklists are crea