How to add attachments into salesforce field

Setup Instructions: Start by adding a File Upload field to the Formstack Form. For this example, the File Upload field on the form has… Add an Attachment Object in the Salesforce integration settings by going into the Form > Settings > Salesforce >… With the Attachment Object added to the integration settings, link the Attachment … Read more

How to add attachments into salesforce community

Add an Attachment Object in the Salesforce integration settings by going into the Form > Settings > Salesforce > Objects > Select Object > Attachment. 3. With the Attachment Object added to the integration settings, link the Attachment to the appropriate Salesforce object. Full Answer How to convert attachments to files in Salesforce? The package … Read more

How to add articles salesforce community

Herein, how do I add an article to a community in Salesforce? If you’re using Community Management, access topics by clicking Topics | Article Management. Use the search bar to look for articles. Add Topics to Articles Select Article Management. Click the pencil icon. next to When will my bike arrive? In Add Topic, begin … Read more

How to add apps to a test salesforce environment

Under Platform Tools, expand Apps and click Installed Packages. Click New. Give the package a name and description so that you can easily identify it as your first test package. Full Answer How to do software testing in Salesforce? Manual Testing: Manual software testing process includes the testing of Salesforce.com App by using traditional methods. … Read more

How to add approvers in approval process salesforce

Multiple approvers for Approval process in Salesforce Go to Setup –> Create –> Workflow & Approvals –> Approval Processes. Select the object to create approval process. Click “Create New Approval Process” button and click “Use Standard Setup Wizard” link. Enter a name and description for your new approval process. Click “Next” button. Click “Next” button. … Read more

How to add approval steps to salesforce

Create and Manage the Salesforce Approval Process Step 1: Starting the Setup. Type in “Approval Process” in the Quick Find, and select “Approval Processes” under “Process… Step 2: Indicating Initial Submitters. Continue the setup process by indicating who can create requests, to a certain… Step 3: Configuring Initial Submission Actions. Let’s proceed to the actions… … Read more

How to add approval steps in approval process in salesforce

Create an Approval Process. From Setup, enter Approval Processes i n the Quick Find box, then select Approval Processes. From the Manage Approval Process For picklist, select Opportunity. From the Create New Approval Process picklist, select Use Standard Setup Wizard and fill in these new approval process details: Field Value Process … Click Next. In … Read more