Never delete a connected app that Salesforce distributes, such as the Salesforce mobile app. Note For connected apps created in Spring ’14 or later, you can reuse the name of a deleted connected app. Important Before deleting a connected app, double-check that it’s not contained in an active managed packaged. Full Answer How do I … Read more
Pending Review is displayed in the header of the post or comment until it’s approved. Remember that while a post or comment is pending approval, the author can still edit or delete it, however they can’t comment on it. How do I remove approval process records? Active approval processes can’t be deleted. Before deleting an … Read more
To remove their ability to switch to Salesforce Classic: In Salesforce Lightning, go to Setup. On the Quick Find box, enter lightning then click on Lightning Experience Transition Assistant. On the Optimize Phase, click on Go to Steps link. Click on Turn Off Salesforce Classic for Your Org to expand it. How to turn off … Read more
1. Go to the report. 2. Deselect either Subtotals or Grand Total at the bottom of the page. Go to the report. 2. Deselect either Subtotals or Grand Total at the bottom of the page. Note: Once you turn on or turn off the Subtotals and Grand Total’s toggle switches, you don’t have to save … Read more
Unfortunately, you cannot remove them. The only way to do that is to not assign the Record Types Absence management and Employee benefits to any of the user profiles. Hope above information was helpful. In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users | Profiles in Lightning Experience). Click … Read more
You can use the Related Content related list to access Salesforce CRM Content from leads, accounts, contacts, opportunities, products, cases, or custom objects. For more information, see Find Salesforce CRM Content Related to Records. How to add related records to a list in Salesforce? there is no out-of-box functionality to search relared records to add … Read more
In General User Permissions, select Create and Share Links to Chatter Files. You don’t need this permission for files in a shared Salesforce CRM Customer relationship management Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers’ history with … Read more
Although if you query Quotes you have AccountId to filer by Account while for the opportunity and Quote you have “Quotes” as ChildRelationship name. Hence you will need either query on Quote directly or query opportunity and include fields like the opportunity.AccountId to fetch accountId The below query works Full Answer How to email a … Read more
Salespeople link Opportunities to Campaigns in Salesforce in two ways. Converting a Lead. Adding a new Opportunity on a Contact, and automatically populating the Primary Campaign field. When converting a Lead, you create an Account, Contact, and optionally, an Opportunity. When you create an opportunity, you can fill in the Primary Campaign Source field to … Read more
Import Articles is a tool provided by Salesforce which you can use to import articles to Salesforce Knowledge base. It’s a declarative, no-code, simple-to-use tool. Before you can import Knowledge Base, you must first create a.csv file, a.properties file, and then a zip file. Full Answer What is Salesforce knowledge? Salesforce Knowledge gives you the … Read more