Enable the Salesforce Side Panel
- Click. , and select Setup.
- Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync.
- Turn on the Outlook integration.
- Let reps relate newly composed email messages to Salesforce records.
- Give your sales reps instructions to set up the integration in Microsoft Outlook.
Table of Contents
How to enable Salesforce customer portal?
Salesforce users must know how to enable salesforce customer portal. Follow the steps given below to enable salesforce customer portal. Go to setup=>Customize=>Customer portal=>Settings. Now click on settingsto activate. Now click on Edit buttonto edit. After editing click on enable salesforce customer portal as shown above. Click on Save Button.
How do I enable the enhanced profile user interface in Salesforce?
For more information about the enhanced profile user interface, see the Salesforce Help. Navigate to Setup > Customize > User Interface. In the Setup section, select the Enable Enhanced Profile User Interface check box. Save the file.
How to enable a knowledge user in Salesforce?
To enable a knowledge user in Salesforce, you must first create the knowledge user. Next, you will need to give the knowledge user access to view and edit salesforce data. Lastly, you will have to add the knowledge user to your company’s security group. Reference: allow view knowledge permission salesforce.
How do I manage self-service support in Salesforce?
Contact your account executive directly, or open a support case right from Your Account. What can I manage self-service? Buy additional licenses and add-on solutions. View your contracts and installed products. Find and contact your Salesforce Account Executive or Sales Team.
How do I enable Salesforce to Salesforce?
Required Editions and User Permissions From Setup, enter Salesforce to Salesforce Settings in the Quick Find box, then select Salesforce to Salesforce Settings. Click Edit. Select Enable . Click Save.
How do I activate a Salesforce site?
To activate a site:From Setup, enter Digital Experiences in the global search box. Select Sites.Open Experience Workspaces or Experience Management.Click Administration | Administration.Click Activate.Click OK.
How does Salesforce Salesforce work?
Salesforce to Salesforce makes it easy for businesses using Salesforce to share records and get updated data on shared records. For example, you can share lead and opportunity data with partners. Salesforce to Salesforce lets your business partners easily integrate your data with their Salesforce records.
How do I enable lightning in Salesforce org?
Enabling Lightning in SalesforceLog into the Salesforce environment.From the Setup page, select Lightning Experience in the left-hand navigation bar. … In the Lighting Experience window, select Turn It On.Move the toggle to the Enabled state.More items…•
How do I enable public Sites in Salesforce?
To set the public access settings for your site:From Setup, enter Sites in the Quick Find box, then select Sites.Click the name of the site you want to control.Click Public Access Settings to open the Profile page for your site profile.
Are Salesforce Sites free?
Salesforce Site Usage and Limits At present, force.com Site service is included in the following Editions or Organizations: Enterprise Edition, Unlimited Edition, Developer Edition, and Force.com Free Edition Services.
How do I connect to Salesforce?
How Can You Link Salesforce Connect with External Applications?Open Data Protocol (OData): OData is a very popular REST-based protocol, used extensively for integrating data. … Custom-developed adapters: You can also create easy-to-use adapters in Apex, which enable you to link APIs that are not in the OData format.More items…•
How do I connect Salesforce to Salesforce?
4 Steps to Transfer Data and Share Records in the Salesforce PlatformEnter “Salesforce to Salesforce Settings” in Salesforce’s Quick Find box.Select “Salesforce to Salesforce Settings.”Click “Edit.”Select “Enable.”Click “Save.”
What is Salesforce used for?
Salesforce, Inc. is a famous American cloud-based software company that provides CRM services. Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.
How do I switch from classic to lightning in Salesforce?
0:001:27Switch from salesforce Classic to Lightning Experience – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd I click the drop down menu here next to my name and if your environment has been migrated toMoreAnd I click the drop down menu here next to my name and if your environment has been migrated to lightning you’ll see the option here to switch to lightning experience.
How do I enable user lightning?
Enabling lightning experience for the users:Create a new permission set.Go to System >System Permissions > Edit.Edit properties in the new permission set.Enable to checkbox against Lightning Experience User.Click Save.Add users to this permission set using the Manage Assignments option on the permission set.
How do I enable lightning to all users?
Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.
How to make a one time payment on Salesforce?
To make a one-time credit card payment of an invoice: Navigate to Your Account. Click “View Your Invoices” in the right box. You will be redirected to Salesforce Checkout. Click the “Pay Invoice” button in the Invoices section of the homepage of Checkout.
How to view past statements in Salesforce?
Click “View Your Statements” in the right box. You will be redirected to Salesforce Checkout, where you can view all past Salesforce statements. Click the “Payments” tab for more detail.