Salesforce Shots : Add multiple Recipients with different roles dynamically in Conga Sign URL
Problem Statement: How to add multiple Recipients with different roles dynamically in Conga Sign URL? Solution: We can add multiple Recipients with roles and change the role while sending the mail in the Conga Sign screen. But if we need automatic role assignment in the Conga Sign, we can add multiple Recipients with roles while […]
Salesforce Shots : Test class for Revoke Portal User Access in Apex Batch Class
While writing Test class for this scenario the biggest challenge we faced was, “isPortalEnable” field of the “User” object is not editable, to make it we need to take care of the below points: We need to create Two individual users as test data one user as System Administrator and another one as Portal User. […]
Salesforce Shots: Display picklist field values on Experience Cloud
Problem: I am working on Salesforce since 3 years but it was my first encounter with Experience cloud. I have added a picklist in the lead object but it was not showing on the lightning page in Experience cloud even after giving all permissions. Solution: I have a ‘Web to lead‘ Form which is built […]