Create Processes Now create a product support process. From Setup, enter Support Processes in the Quick Find box and select Support Processes.
Table of Contents
How do I switch from Salesforce classic to lightning?
Supported Browsers and Devices for Lightning Experience
- Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Salesforce Classic or Lightning Experience. …
- You can’t access Lightning Experience in a mobile browser. …
- You can access Lightning Experience on iPad Safari. …
- Lightning Experience doesn’t support incognito or other private browsing modes.
How to enable Salesforce Lightning knowledge?
How do I enable lightning knowledge in Salesforce?
- From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
- If you’re new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
- Click OK to continue.
- On the Knowledge Settings page, click Edit.
- Select Enable Lightning Knowledge.
- Click Save.
How to create new user in Salesforce Lightning?
Salesforce Lightning: Create a New User
- Click on the Setup menu and select Users within the Administration category.
- Click on the New User button.
- Enter the first name, last name, alias, email address, username and nickname. …
- Choose a role. …
- Choose a User License. …
- Choose a Profile. …
- Set your email encoding language.
- Set your locale settings.
How to be successful with Salesforce?
- Analyze what the needs of the users are, then design, test, and develop software that meets those needs
- Design Salesforce solutions and create effective project plans. …
- Suggest new software upgrades for the customers’ existing apps, programs, and systems
How do I create a process in Salesforce?
Create a New Process on the Account ObjectClick. … From Setup, enter Builder in the Quick Find box, and select Process Builder.Click New.Click the Continue with Process Builder button.For Process Name, type Contact address change .For The process starts when, select A record changes, and click Save.More items…
How do I activate a process in Salesforce?
From Setup, enter Builder in the Quick Find box, then select Process Builder.Open the process version that you want to activate.Click Activate. If you activate a version of a process that already has an active version, the previously active version is automatically deactivated.
What is lightning process in Salesforce?
The Salesforce1 Lightning Process Builder is a new workflow tool that helps anyone in your company quickly and easily automate business processes such as employee onboarding, and new customer onboarding – all without writing a single line of code.
What is difference between flow and process in Salesforce?
The biggest difference? Flow Builder can launch a series of flows depending on the results of the previous one. Process Builder can trigger a flow, but it is less powerful and can’t launch a process based on another process.
Why can’t I activate my process Salesforce?
While creating a new process in the Lightning Process Builder, the ‘Activate’ button is disabled. The button is disabled when there are no actions added in your Process, which is expected behavior. To resolve the issue, add an action to your Process.
What is the difference between Workflow and process builder?
In Workflow, if you put multiple actions on criteria, there is no way to predict or control which action will happen first. However, with Process Builder, you are able to control the multiple actions set to criteria and what order you want them to take place in.
How do I create a new record using process builder in Salesforce?
Do the same if you create processes to replace any Apex triggers.Enter a name for this action. This text appears on the canvas and helps you differentiate this action from others in your process. … For Record Type , select the object that you want to create a record for. … Set the record’s field values. … Click Save.
How many process builders are there in Salesforce?
You should only have one process builder per Salesforce object. This means that you might have many actions built into a single process builder—and that’s the right approach.
Which runs first flow or process builder?
First Trigger will run then Process Builder. In a transaction, flow triggers are executed after all workflow field updates, including any Apex triggers and standard validations that are executed as a result of those workflow field updates. After executing flow triggers, the system executes escalation rules.
Is process builder going away in Salesforce?
Salesforce is Retiring Process Builder & Workflow Rules—Here’s What You Should Do. At the end of 2022, Salesforce will be retiring Workflow Rules and Process Builder automation. While your current Workflow Rules and Process Builders will continue to run, you will not be able to create new automation using these tools.
What is a Salesforce process?
Salesforce Process Builder is basically an automated tool that allows you to control the order of actions or evaluate the criteria for a record. It has eight actions associated with it: Creating Records: This will allow you to create a new record and add different field values for it.
Step 1: Create a New Record Type
Create a New Record Type on the object you would like to create the Path on and setup its own sales process for the new Record Type. This is important as the Path uses Picklists from the object as the points along the Path.
Step 2: Enable the Path
Navigate to Setup, then type “Path” in the Quick Find Box. This will show Path Settings. After selecting the Path Setting, select Enable. Then choose whether the path remembers its previous state by selecting Remember User’s Path Preferences. If this is not selected, the path’s details are hidden when the page loads. Then select New Path.
Step 3: Create the Path
Here you will provide the information needed to create the Path. Give it a unique name, choose the Object that the Path will be used on, select the Record Type you created, then choose which Picklist from the Record Type that will be used for the Path. Select Next on the bottom right to proceed.
Step 4: Select Key Fields
This is where you will select the key fields, up to five at this time, for each stage and provide any guidance, 1,000 character limit, to help users along the path.
Step 5: Activate the Path
At this stage you can choose whether or not to add a fun confetti animation at a completed stage and whether to activate your Path.
Step 6: Create Additional Salesforce Paths (optional)
From here you can create as many Path’s on objects that you feel can add value to the users following them.
Introduction
As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
How to add components to an app?
Add Components to Apps 1 Use design variations on base components. 2 Apply utility classes or custom CSS classes. 3 Combine smaller base components into a more complex, custom component. 4 Create your custom component from Lightning Design System blueprints.
How to design a new component?
To design a new component, think about the attributes that you want to expose and the events that the component can initiate or respond to. After you’ve defined the shape of any new components, developers can work on the components in parallel . This approach is useful if you have a team working on an app.
What is Lightning App Builder?
Use the Lightning App Builder to configure the default record page to match your users’ workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.
What is sharing for Lightning Knowledge?
Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.
How many versions of Salesforce Knowledge are there?
Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.
What is target in Salesforce?
The target corresponds to the link’s target attribute in the source HTML. This target determineshow links open in Salesforce Classic and outside Salesforce, like in your Salesforce and ExperienceCloud sites.
Can agents share articles in Salesforce?
Agents can insert links to articles from a Salesforce Site or Experience Cloud sites into the case feed .In Lightning Experience, your agents can share article URLs in email, social posts, and chat andmessaging conversations. In Salesforce Classic, your team can send article URLs in the email, social,and Experience Cloud publishers.
Is there a knowledge footer in Lightning?
The Knowledge footer is not in the Lightning Service Console. Instead, add the Knowledge component to any object’s record homepage. You can also create a global action or an object-specific quick action to create a knowledge article from any object. However,suggested articles and related actions are available only with cases.
Can you have multiple languages in Salesforce?
With multiple languages for Salesforce Knowledge, you can lower support costs by translatingarticles into the languages your audience prefers. After selecting your language settings, twotranslation methods are available: translating articles in-house using the editing tool in the knowledgebase, or sending articles to a localization vendor. Different languages can use different methods.For example, you may want to export articles to a vendor for French translations, but assign articlesto an internal Knowledge user for Spanish translations.
Learning Objectives
Introduction
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As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes. He’s asked for your help changing how his team handles cases. The suppor…
Follow Along with Trail Together
-
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Add A User
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Before you get going on that, add Noah Larkin as a user. 1. From Setup, enter Users in the Quick Find box and select Users. 2. Click New User and enter the details. 3. Click Save.
Create Processes
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Now create a product support process. 1. From Setup, enter Support Processes in the Quick Find box and select Support Processes. 2. Click New and complete the field details. 2.1. Existing Support Process: Master 2.2. Support Process Name: Product Support Process 2.3. Description: Process for logging product support cases 3. Click Save. 4. Leave the…