Follow these steps to add a Marketing Cloud user to your account directly from Setup Home. In the app switcher, hover over your name and click Setup. Click Create. Click New User. Enter an email address for the user. Enter the full name and username for the user. Enter a temporary password and confirm the … Read more
Type a name in the To field, and select the name by clicking it. Add more people to the conversation by entering more names. If you’re replying within a conversation or via email, the conversation participants can’t be changed. What can you do with Salesforce Chatter? Here are the main things you can do with … Read more
Once your system admin turns on Chatter, go to the “Chatter” tab on the main Salesforce page. Navigate to the “People” tab to start inviting people to Chatter. Find peers. Use email addresses or names to find the colleagues you’d like to invite and hit send. If you started in the Send a Message dialog … Read more
Controlling Fields, Dependent Picklists, and Narrowing Values. From the management settings for the object you want to add a field to, click Fields & Relationships. Click Field Dependencies. Click New. Choose a controlling field and dependent field. Click Continue. Use the field dependency matrix to specify which dependent picklist values are available when a user … Read more
In the Related List Properties dialog box, specify the fields and buttons to appear in the Related List. Under the Columns tab, select the appropriate fields from the Available Fields list box (hold the Ctrl key to select multiple fields); then click Add to move to the Select Fields list box. Customize Related Lists … Read more
The safest option is to follow the above advice and add 30 days to roughly add a month. The alternative is to base a formula on breaking down the components of the date and reconstructing it afterwards: e.g. DATE (YEAR (SLAExpirationDate__c), MONTH (SLAExpirationDate__c) + 1, DAY (SLAExpirationDate__c)) You need to assign a Data.com license directly … Read more
What is Salesforce military? Since its launch in 2014, Salesforce Military has upskilled and reskilled a growing community of military Trailblazers, and helped thousands of veterans and military spouses get Salesforce ecosystem roles. Twenty percent of our members currently working in the Salesforce ecosystem have been placed in jobs during the pandemic. What percentage of … Read more
How to add custom icons in Salesforce lightning-icon? Alternatively, you can provide a custom icon using the src attribute. See the Using Your Own Icons section. lightning-icon provides you with icons in the Salesforce Lightning Design System (SLDS). Visit icons to view the available icons. You can use a combination of the variant, size, and … Read more
How do I access metadata components in Salesforce? Metadata components can be manipulated by asynchronous Metadata API calls or declarative (or file-based) Metadata API calls. Most of the components can be accessed using Salesforce Extensions for Visual Studio Code. Exceptions are noted in the description of the object. What are the metadata components based on? … Read more
Add individual campaign members from contact or lead record detail pages. This is a good option if you just need to add a few specific people to a campaign. Add contacts or leads using the Manage Campaign Members option in the dropdown on the Campaign Members related list. … Add up to 200 contacts or … Read more