Highlight Important Fields in Salesforce with Conditional Formatting скачать в хорошем качестве

Highlight Important Fields in Salesforce with Conditional Formatting

⭐️ Get access to office hours with Brian: https://info.rotive.io/membership 🩷 Want to support us without becoming a member? Send a 1-time donation: https://info.rotive.io/thankyou 🔴 Subscribe to our YouTube channel: https://info.rotive.io/subscribe ------------------------------------------------------- Mastering Salesforce Conditional Formatting: A Step-by-Step Guide Join Brian Hayes as he demonstrates how to use the conditional formatting feature in Salesforce. This tutorial shows you how to add emojis or icons next to fields based on their values to make important data stand out on a record. Brian walks through a practical example, creating conditions for different account types, and explains the benefits and steps for using the new dynamic field functionality. Ideal for those who want to enhance their data visualization in Salesforce without relying on complex formulas. 00:00 Introduction to Conditional Formatting in Salesforce 00:23 Why Use Conditional Formatting? 00:53 Old vs. New Methods 01:21 Setting Up Conditional Formatting 02:08 Creating Rule Sets 02:53 Adding Additional Rules 03:42 Final Thoughts and Advanced Tips 04:02 Conclusion ------------------------------------------------------- Rotive is an official Salesforce Partner that helps small businesses automate their processes. 📍 Visit our website: https://info.rotive.io/home