einstein-hubcom Add Image to Salesforce Template: From Setup, search for Templates and click on the Template type you are using. For this example we are using a Classic… Select the template you want to add the image to and click the Edit HTML Version Paste the Image URL address into the template. Here is an example … Read more
Add Image to Salesforce Template: From Setup, search for Templates and click on the Template type you are using. For this example we are using a Classic Email Template. Select the template you want to add the image to and click the Edit HTML Version Paste the Image URL address into the template. Here is … Read more
Add a tab in Salesforce Lightning Experience Click Setup. Enter App Manager in the ‘Quick Find’ search box. Click the down arrow next to the App and then click Edit. In the App Settings, click Navigation Items. Select the items you want from ‘Available Items’ and add them to ‘Selected Items.’ Click Save. More … … Read more
Add a New Contact to an Existing Household. 1. Log in to Salesforce and use the App Launcher ( ) to navigate to NPSP or another app you want to use. 2. Use global search to find a household by name. Anthony searches for Ventresca and is careful to select the Account and not the … Read more
How do I add an email to Salesforce when I have the email open? Input the email address of the person you’re sending a message to (if you’re not responding to an email) and then… A small pop-up window will display two options: Quick Add and Custom. If you click on the Quick Add button, … Read more
To do so: Log in to Salesforce and navigate to Setup. Then type Organization-Wide Addresses into the Quick Find box. … Click Add, then enter Simpplr in the Display Name field. Enter a valid, trusted email address. … Click Save. … Once an email address is added, go back to Simpplr and navigate to Manage … Read more
Using the feature Salesforce Side Panel present in Salesforce for Outlook, complete the following process: Make sure you’ve set up My Email to Salesforce. From your personal settings, enter My Email to Salesforce in the Quick Find box, then select My Email to Salesforce. In Outlook, either Select an email from your Inbox or Create … Read more
How do I add a connected app to Salesforce? From Setup, enter App Manager in the Quick Find box, then select App Manager. Click New Connected App. Enter the connected app name and your email address: Select Enable OAuth Settings. Select Use digital signatures. To upload your server. For OAuth scopes, add: Click Save. From … Read more
A Salesforce account in a sandbox Professional, Enterprise, Performance, or Unlimited Edition org, or an account in a Developer org. The Book custom object. From Setup, enter “Apex Classes” in the Quick Find box, then select Apex Classes and click New. How to create Libraries in Salesforce Content? Go to Libraries tab. Click “New” button … Read more
How to create a custom page layout in Salesforce? From a perspective of custom objects, let’s look into the details of page layouts in Salesforce. Next, give the layout a name and click on Next to move to the page layout editor window. As highlighted we have options for fields, buttons, related lists, charts, etc. … Read more