How to Create an Indirect Lookup Relationship in Salesforce

In the Salesforce Connect system, there is a new feature that users will gain access to and it’s called Indirect Lookup Relationship. What you have here is a field type that can be used to connect custom or standard objects to external ones. You can consider it as an improved version of regular lookup relationships as the latter can only connect standard with custom objects. (more…)

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How to Assign Data Category for Articles in Salesforce

There are different zones in Salesforce and one of them pertains to Articles. Zones refer to content collections and in this system, you can easily organize them for better tracking and accessibility. Did you know that you can classify articles and other knowledge components by following a few simple steps? What results are efficient and easy-to-navigate drop-down menus across the board. (more…)

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