How do I enable a community user in Salesforce? Open Experience Workspaces or Community Management. Click Administration | Members. To add members using profiles: To filter profiles, select a profile type from the drop-down menu. To add members using permission sets: To search for a specific permission set, enter a search term and click Find. … Read more
Make sure that you have “Customize application” user permission to do this setup. 1. Login to Salesforce. 2. Setup -> Customize -> chatter -> settings and ‘enable’chatter under chatter settings and save. To access the Chatter Settings page in Setup, enter Chatter in the Quick Find box and select Chatter Settings . To disable Chatter … Read more
Create a Campaign in Salesforce From the Campaigns tab, click New. Enter a name for the campaign. Select a campaign type, such as advertisement, email, webinar, conference, and so forth. Select a status for the campaign. For now, enter an estimate for Budgeted Cost and Expected Revenue. Enter a description. Click Save. Create a Campaign … Read more
Salesforce approval process Navigate setup -> Create -> Workflow & Approvals -> Approval Processes. Select Object for the new approval process. Click on Create New Approval Process and choose Use Standard Setup Wizard from the drop-down button. Salesforce Approval Process Setup -> Create -> Workflow and Approval -> Approval Process. Select object for approval process … Read more
If your CSM has enabled the Account Hierarchies feature, select the Activate Default Settings option to create and activate Account Hierarchies workflows in your Salesforce CRM . Select the Customize Settings option to create the Account Hierarchies workflows in your CRM and activate them later. Once the Account Hierarchy workflows are activated, click Save . … Read more
How to add/create a user in Salesforce? Go to the Setup menu and click on it. Enter the Users in the Quick Find Box and select Users from the dropdown list. Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time in your … Read more
How to Set Up a Campaign in Salesforce Sign into your Salesforce account. Go to the “Campaigns” tab, which will be toward the left hand side of your horizontal options for your Salesforce account. … Choose whether it is a “Parent” campaign or a “Child” campaign in the drop down menu for Campaign Record Type. … Read more
Create a Date field within Salesforce. … Add a checkbox field labeled ‘Send Reminder Email’. … Create two email templates – one for the original survey that you’ll be sending out and a second template for the reminder email. Activity Reminders and Notifications in Salesforce Lightning Experience From your personal settings, enter Reminders in the … Read more
Enable Quotas in Salesforce From Setup, type forecasts settings in the Quick Find box and select Forecasts Settings. Under Configure the Default Forecast Display, select Show quotas. Click Save. More … From Setup, type forecasts settings in the Quick Find box and select Forecasts Settings. Under Configure the Default Forecast Display, select Show quotas. Click … Read more
Use Picklist Fields in Formulas. In Setup, use the quick find box to find the Object Manager. Click Case | Fields & Relationships and click New. Select Text Area and click Next. In Field Label, enter Reason for Escalating. Field Name populates automatically. Click Next. Click Next again and then click Save. Use Formulas for … Read more