How do I set up Salesforce in Outlook? Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. … Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items…• How do I setup a Salesforce email to … Read more
Creating a Role Hierarchy in Salesforce. Click on Roles. Now a sample Role hierarchy tree list will be displayed. Click on Set up Roles. In Salesforce Classic: Click on Setup. Expand the “Manage Users” by clicking the arrow beside it. Under Manage Users, click on “Roles” Click on “Set Up Roles” Click “Expand All” Select … Read more
Option 1: Schedule an out of office from your profile picture Go to your profile picture at the top of Teams and select Set status message. Select Schedule out of office at the bottom of the options. From the screen that appears, turn on the toggle next to Turn on automatic replies. Type an out … Read more
Follow the steps below to set up a custom notification: Go to the Setup, and find Notification Builder. Click Custom Notification: Click New (right side). Input the Custom Notification Name (the API name populates automatically), and choose Supported Channels, which is where to show the alert, (either desktop or mobile or both): Note: to … … Read more
How to enable MFA in Salesforce Go to Setup -> Permission Sets -> click New -> enter the Permission Set name -> click Save. Find System Permissions in the System section -> click Edit -> enable the “Multi-Factor Authentication for User Interface Logins” checkbox -> click Save. Does MFA apply to all users in Salesforce? … Read more
Building your own custom lead score in Salesforce. Step 1: Create a custom formula field on the lead object. Choose Formula under Data Type. Name your new Custom Field and… Step 2: Paste in this pre-built Apex code.. Step 3: Modify fields and scores to match your own requirements.. Don’t forget to change the final … Read more
Create Knowledge Articles. From the main menu in the Service console, select Knowledge. If you need to get to the console, select it from the App Launcher. Click New. Choose the record type for the article. Ada chooses FAQ. Click Next. Enter the article title in the Title field. Ada enters How much will I … Read more
How to setup Forecasting in Salesforce Enable forecast users. From Setup, click Manage Users → Users. For each user you want to enable, click Edit. Under General Information, select Allow Forecasting. Define your role hierarchy. Define your forecast hierarchy – the forecast hierarchy is based on the role hierarchy, but specifies which users are forecast … Read more
Use Salesforce Metadata API to define a retention policy for your field history for fields that havefield history tracking enabled. Then use REST API, SOAP API, and Tooling API to work with yourarchived data. For information about enabling Field Audit Trail, contact your Salesforce representative. Full Answer What is an audit trail in Salesforce? Formula, … Read more
Add email signature in Salesforce Click on your name. Click on My Settings . Click on Email Click on My Email Settings. Add your signature to the ‘Email Signature’ field. Click on Save. Click on your name. Click Setup. Under Personal Setup, click on Email.… Click your profile icon/avatar | then click Settings. Click Email … Read more