Share a Report or Dashboard Folder in Lightning Experience Click next to the folder name on any page that lists report or dashboard folders. Click Share. Form the Share With dropdown, select who you want to share with. For Name, enter the name you want to match. … Select the folder access level for the … Read more
Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. From the Share With dropdown, select who you want to share with For Name, enter the name you want to match. On the Reports tab, hover over a report folder … Read more
Share a Report or Dashboard Folder in Lightning Experience. Click next to the folder name on any page that lists report or dashboard folders. Click Share. Form the Share With dropdown, select who you want to share with. For Name, enter the name you want to match. The name must match the category (user, group, … Read more
Share a Report or Dashboard Folder in Lightning Experience Click next to the folder name on any page that lists report or dashboard folders. Click Share. Form the Share With dropdown, select who you want to share with. For Name, enter the name you want to match. The name must match the category (user, group, … Read more
How to Setup Visual Studio Code for Salesforce Download and Install VsCode. Download the Visual Studio Code from here and install on your computer. Install Salesforce DX CLI. To connect the VsCode with Salesforce org we need SalesforceDX CLI. Download the Salesforce CLI from here. Install Salesforce Extension Pack. We are almost there. Open your … Read more
How to Enable Single Sign-On for Your Salesforce Org Step 1: Create “New” in SAML Single Sign-On Settings. From Setup enter “Single Sign-on Settings” and then click on the… Step 2: Fill in all the Required fields. Once you click on New you will be presented with a screen where you can fill in… Step … Read more
How to Setup Visual Studio Code for Salesforce Step 1) Download and Install VsCode. Step 2) Install Salesforce DX CLI. Step 3) Install Salesforce Extension Pack. Step 4) Create Project. Step 5) Connect with your Salesforce Org. Step 6) Retrieve Component. Step 7) Deploy component. Recording. How to get started with Visual Studio Code for … Read more
On the Salesforce window, search for ‘Debug Logs’ in the search box and select Debug Logs. To set the Debug Log, click on ‘New’. Select the user, start date and expiration date (future date) to set up Debug Log. Set a user-based trace flag on the guest user. From Setup, enter Debug Logs in the … Read more
From Setup, enter Sandboxes in the Quick Find box, then select Sandboxes. Click New Sandbox. Enter a name (10 characters or fewer) and description for the sandbox. We recommend that you choose a name that: Reflects the purpose of this sandbox, such as QA. … Select the type of sandbox you want. If you don’t … Read more
To set up this feature, click on the gear icon in the top right corner and select ‘Service Setup.’ Under ‘Recommended Setup’, select ‘Email Setup’ to begin the setup flow. 1. System Administrators can enable Einstein Activity Capture and Salesforce Inbox. Click on the gear icon at the top right and select ‘Basic Sales Setup’. … Read more