einstein-hubcom How to Create Field Dependencies in Salesforce? In the first step, go to the Setup -> Build -> Create -> Objects -> Healthcare Product – Create Fields and Relationships… From the Field dependency option, Click on New button. As you can see that there are no field dependencies are defined for the healthcare products. Once … Read more
In Salesforce Classic, click Setup. Search for and click Task Page Layouts under Build > Customize > Activities. Add a page layout or edit an existing one. New page layout: Click New. Existing page layout: Click Edit next to the Page Layout Name. Drag a field, such as Call Duration, from the Task Layout list … Read more
In your Facebook app, go to Settings. In App Domains, enter MyDomainName.my.salesforce.com. Click +Add Platform. Select Website. For Site URL, enter your Auth. Provider’s callback 0:00 3:21 How to Connect a Facebook Account in Social Studio – YouTube YouTube Start of suggested clip End of suggested clip Do this by clicking your icon at the … Read more
Once login, click your avatar and select “My Profile”. 2. Edit Profile Click “Edit” button then “Profile”. Scroll down to “Certifications & Badges” section and enable both “Show Salesforce certifications on my profile” and “Show Salesforce Trailhead Badges on my profile”. Click the Badges tab. If the Badges tab isn’t displayed, click. to the right … Read more
Adding product and price book to an opportunity in salesforce Enter list price if the product price is different to other places. If the product price book is equal for all select Use standard price check boxand select Saveas shown above. Adding product and price book to an opportunity in salesforce Now go to Opportunity … Read more
How to Create External ID in Salesforce? Click the Setup menu and navigate to the Fields option. Select the New option as a text field and choose an appropriate name (label) for the field. You can click on the Unique button and mention the case-sensitive feature. Select the desired External ID where you will save … Read more
Add an External Data Source From Setup, type External Data into the Quick Find text box. Click External Data Sources and select New External Data Source. Enter OrderDB for External Data Source and name the data source OrderDB, and select Salesforce Connect: OData 2.0 as the type. Enter https://orderdb.herokuapp.com/orders.svc as the URL. Leave the other … Read more
How do you add an EXT to a phone number? Dialing an extension numberAfter dialing the main number, press and hold * . A comma ( , ) is added to the number you are dialing. … After dialing the main number, press and hold# to add a semicolon ( ; ). Enter the extension … Read more
Navigate to Setup. Click on Company Profile. Select Manage Currencies. Choose Manage Dated Exchange Rates. A list of actively used currencies will appear. Click on the currency name you wish to update. Upon clicking the currency name, Salesforce displays a history list of previously set rates, along with the equivalent date ranges on the right … Read more
Connect both Salesforce and Microsoft Excel by authenticating them on Automate.io platform. Choose Microsoft Excel and select one of its events as a “trigger” that’ll start the automation. Select an “action” event from Salesforce which will run every time the trigger event occurs. Map the data fields between Microsoft Excel and Salesforce using the drag-drop … Read more