In Salesforce Classic: Navigate to Setup Select “Get Started” under “Lightning Experience Transition Assistant” Select “Go to Steps” For option number three “Optimize Phase” Expand Option Two “Motivate Users to Work in Lightning Experience” For the Section labeled “Switch users to Lightning Experience on a regular schedule” switch the “On” Switch to “Off” To disable … Read more
How do I turn off email notifications in Salesforce? Go to Admin. Click Salesforce. Under Sync Options, click Edit. Uncheck the Send email notification to owner in Salesforce upon lead assignment box. Click Save. More … Enable or Disable Email Notifications From Service Setup, in the Quick Find box, enter Activity Settings , and then … Read more
How do I turn off email deliverability in Salesforce? 1. From SetUp -> Click Email Administration -> Click Deliverability 2. Set Access to Send Email (All Email Services) Access Level to No Access 3. Click Save. Log In to reply. However, it is possible to disable email for the entire organization temporarily: Salesforce Classic: Setup … Read more
How do I turn off email notifications in Salesforce? Go to Admin. Click Salesforce. Under Sync Options, click Edit. Uncheck the Send email notification to owner in Salesforce upon lead assignment box. Click Save. Set your preferences for when to be notified via email about Chatter activity.… From the menu under your name, click Setup … Read more
Here is list of steps for approval process in salesforce : Setup -> Create -> Workflow and Approval -> Approval Process Select object for approval process to be written Click on Create New Approval Process Select Standard Setup Wizard from drop down Enter the Process name, Unique Name and description for your process Specify Entry … Read more
Translate Standard Field Labels In Salesforce Translating standard field labels work a little differently but it is still pretty straightforward once you know where to look. Type Rename in the quick find box | Select Rename Tabs and Labels Translate standard field values in Lightning Experience Setup | Customize | Tab Names and Labels | … Read more
Salesforce Translate Picklist Values Language – the active languages in your org will display here) Setup Component – this is where we choose the type of metadata we want to translate in our case this will be Picklist Value Object – This is the object on which the picklist we want to translate lives Full … Read more
To transfer a lead or opportunity, simply click the Change link next to the lead owner. Let’s look at Liz Garcia. And to transfer this all I have to do is click Change, select the person you want to transfer to, and hit Save. To transfer open opportunities owned by others, select Transfer open opportunities … Read more
When we want to share information from one Salesforce org to another Salesforce org or getting records from another Salesforce Organization can be done in different methods, one of the method is Salesforce to Salesforce connection feature. Salesforce to Salesforce: Enable Salesforce to Slaesforce feature Record relationships are stored in Salesforce or defined by their … Read more
Create a User Activity Report based on Salesforce Log in times Click Reports > New Report. Type ‘Users’ in the search bar and select it from the results and then click Continue. Click the Filters tab in the left hand menu. Change the ‘Last Login’ filter to ‘Login Date/Time’ using the dropdown menu and select … Read more