In the sidebar, under Cloud Connectors, click Mappings. Choose the desired Salesforce Object mapping and click Configure. At the Configure Mappings screen, you will see the > Endpoints label. Click on the > Endpoints label to display the Endpoint URLs table. Where do we store endpoint URL in Salesforce? We have a web application developed … 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 your profile icon/avatar | then click Settings. Click Email | click My Email Settings. Enter your signature into the ‘Email Signature’ … Read more
Designate Default Workflow User. In Sales or Service Cloud, click Setup. Under Build, click Create. Click Workflow & Approvals. Click Process Automation Settings. Designate the default workflow user using Lookup to choose the applicable user. Save the default workflow user. Designate Default Workflow User In Sales or Service Cloud, click Setup. Under Build, click Create. … Read more
If you want to use a default value which can be editable for a custom field – Create new Custom field [newField__c] and have a default value there. When creating a new record, the field value will be filled with the default value – if needed you can edit it as well. To set the … Read more
From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears. … Select the data type to specify that you want to use the default record type whenever you create that type of record. Otherwise, leave the box unchecked. … Click Save. … Read more
Go to Setup –> My Personal Information. In the Default Opportunity Team related list, click Add. Select users to add as members of your default opportunity team. Select the access that each opportunity team member has on your opportunities. The access level can’t be 5. Set Up a Default Opportunity Team In your personal settings, … Read more
Firstly, select the list view you would like to default within the navigation bar… 2. Next, select the drop-down arrow next to the object to show more options. Click on the bottom menu item that allows you to open the list view in a new tab. When you click on the “Leads” tab, by default, … Read more
How do I set a default landing tab in Salesforce lightning? Steps to follow in Classic: Click on Setup. In the Quick Find search box, enter Apps and click it. Locate the App and click Edit. Select an object as the default landing tab on the drop down arrow. Steps to follow in Lightning: Click … Read more
How do I change the default landing page in Salesforce? From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile and scroll to the Custom App Settings section. Select Default next to the Lightning app. Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click … 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