How to sync outlook calendar with salesforce

To get started: While creating a new calendar meeting in Outlook, click the “Sync to Salesforce” icon in your Outlook ribbon. Select the correct contact or lead in your Salesforce environment to associate the meeting with. Select the correct account or opportunity in your Salesforce environment to associate the meeting with. Steps to Integrate Outlook … Read more

How to setup salesforce

Set Up Your New Salesforce Org in 5 Steps Step 1: Add Your Company Logo. Make Salesforce look like yours by adding your company logo in the upper left-hand corner… Step 2: Enter Your Company Info. Next, you’ll want to update your company profile with your company’s default time zone,… Step 3: Set Security Policies. … Read more

How to set up delegated approver in salesforce

Enter Personal Information in the Quick Find box, then select Personal Information. Optionally, select your Delegated Approver. Optionally, enter your Manager. Set your preference for receiving approval request emails. This preference also affects whether you receive approval request notifications in Salesforce1. Full Answer How do I set up delegated approval in Salesforce? Enter Personal Information … Read more

How to set up a campaign in salesforce lightning

How do I integrate Pardot with Salesforce Lightning? In Pardot, open Settings and click Edit. Scroll to Connected Campaigns. In the Lightning app, click the Pardot Settings tab, and then select Connectors. Click to edit the Salesforce connector, and select the Campaigns tab. Select Enable Connected Campaigns and Engagement History. What are the best tools … Read more

How to set record level security in salesforce

To specify record-level security, set your organization-wide sharing settings, define a hierarchy, and create sharing rules. The first step in record-level security is to determine the organization-wide sharing settings for each object. How do I provide a record level of security in Salesforce? To define record level security in salesforce, first set your OWD (Org … Read more

How to schedule a batch job in salesforce

To run a batch job: System Administrator. Click , and select Setup. In the Quick Find box, search and select Flow. Click New Flow. Select Schedule-Triggered Flow, and click Next. Select the Freeform layout. Drag the Action element onto the canvas. Select the Process Closed Cases batch job. Name the action as Delete Closed Cases. … Read more